Three days. Big ideas. Stronger together
Market perspectives & carrier insights
What’s changing—and what it means for our clients. Hear from leadership on market conditions, carrier dynamics and the strategies shaping the conversations ahead.
AI & the future of advisory
Where technology helps. Where judgment still wins. A practical look at AI, new efficiencies and why human expertise remains essential.
Client experience & service innovation
Raise the bar. Then raise it again. Fresh thinking on personalized guidance, collaboration and the moments that shape the client experience.
Strategic growth & client development
Better conversations. Stronger relationships. Greater opportunity. Ideas for creating more value alongside clients and professional advisor partners.
Influence lab
Elevate your visibility and your influence on social media. Stop by for a one-on-one session with the marketing team focused on making your social presence work harder for you. No stage required. We'll help you find your voice anyway.
Download your toolkit
Nike by you
Trade in your cowboy boots and put your own spin on a custom pair of sneakers, with a little Nashville flair.
Login: your email address
PW: elevate2026
Create your kicksElevate after hours
The agenda doesn't end when the sessions do
Keep the good times rolling
Revisit highlights from last year and follow along as new photos from this year's event are added.
Upload your photos here
Know before you go
Elevate 2026 will take place in Nashville, Tennessee, with the conference hosted at Margaritaville Hotel Nashville. The conference will be held in the main ballroom.
Hotel informationExpect engaging sessions, real conversations with your colleagues, and practical takeaways to bring back to your role.
Contact Chelsea Saraf at 231-250-4158.
Monday and Wednesday's dress code is elevated jeans—please avoid jeans with rips or holes. Tuesday is business casual; please do not wear jeans. After-hours events are casual dinner attire. Nashville flair is welcome but optional.