Get ready for 2 1/2 days of content and networking, where you’ll learn the technical and tactical skills necessary to excel in an industry full of regulation and robo-advisors.

There's a Fundemental Shift Taking Place
Passing the CFP® or ChFC and using new Technology was supposed to make things easier. It didn't.

Today, advisors and planners are finding it harder than ever to monetize their practice due to shrinking margins, growing regulation and the advent of robo-advisors.  The problem is massive, and both RIAs and B/Ds are understandably concerned.  

But there is a solution...and we believe we've found it.

To win in 2016 and beyond, your practice must strike a balance between "Technical Expertise" and "Tactical Planning" that when combined delivers a Unique Client Experience.

Introducing Technical and Tactical Advisory Forum!
Technical and Tactical Advisory Forum is unique because it dives deep into the "practical" technical expertise that seperates todays professional planners from those that are using planning as a means to collect AUM and robo-advisors.

What is Practical Technical Expertise?

Simply put it's the necessary knowledge an advisor should constantly develop until it's second nature and once it is second nature...learn some more.

The four key areas of advisor development are:
      1. Wills and Trusts
      2. Income Taxes
      3. Buy Sell Agreements or Operating Agreements
      4. Investments

In other words...
Could you get hired just by making observations about the prospects will and trusts?  Could you get hired by debriefing the tax returns?  The buy sell agreement?

That's why we started Tactical and Technical Advisory Forum (#TTAF2016), and it will bring innovative planners and advisors, industry thought leaders, and key influencers together from September 19 - 21 for a two and one-half day deep dive into debriefing wills and trusts, tax returns, buy sell agreements and portfolio design.  We want to ensure that any advisor that wants to take their practice to the next level or compete against the robo-advisors, has the tools and training to get hired without even seeing the investments.


Engage with industry thought leaders who will transform the way you and your team run your practice.


Co-Founder & Creator

7 Figure Advisor



7 Figure Advisor


Tactical and Technical Advisory School 2016 will be an immersive and invaluable learning experience taking place over two and one-half, content-packed days in beautiful Syracuse, New York (the gateway to the Finger Lakes).

Each day will be made up of engaging presentations and action oriented content from some of the brightest minds in financial planning. The conference is designed as an advanced training class.  It will be a deep dive and a step-by-step journey through every design and debriefing point to look — every new concept and idea that you learn is intended to help you convert more prospects into customers for life.

We will also be taking several hours to discuss advanced portfolio design and construction in a world of robo-advisors.

Monday and Tuesday, September 19 and 20:

  • 8am-9am: Registration
  • 9am-6pm: General Session
  • 8:30pm-10pm: Cocktails and Networking

Wednesday, September 21:

  • 8am-1pm: General Session

**Agenda is subject to change. Please check back for updates.


The Crowne Plaza Syracuse

701 East Genesee Street
Syracuse, NY 13210
Phone: 1-315- 479-7000

Our inaugural conference will be held at the distinctive Crowne Plaza Syracuse in the heart of downtown Syracuse.  
Room Block Code: FAD

Book Your Room Today - Block Rate of $119/Night


Visit the Fingerlakes Wineries

Only 45 minutes away

Visit the 1000 Islands

Only 90 minutes away

Visit the Adirondacks

Only 2 hours away

100% Satisfaction Guarantee

If after attending the first half of the program, you are not completely satisfied, please contact one of our Customer Service Representatives during the Day 2 lunch break at the event. Refunds are authorized at the event only. You must have attended the event up until the Day 2 lunch break and request your refund at the Customer Service Desk during the Day 2 afternoon meal break. Simply turn in your workbook and name badge to a Customer Service Representative at the Customer Service Desk.
Complimentary enrollments are not eligible for refund.




  •          Registration Closes               September 12    
  • Networking
  • All General Sessions
  • Session Videos
  • Cocktails & Networking

Early Bird Price
25% Savings


  •                EXPIRED                                  
  • Networking
  • All General Sessions
  • Session Videos
  • Cocktails & Networking

Super Early Bird Price
50% Savings


  •                EXPIRED                      
  • Networking
  • All General Sessions
  • Session Videos
  • Cocktails & Networking


Is there a group code for hotel reservations?

The hotel group code is FAD.

Where can I park at the Crowne Plaze?

Parking is included in the attached garage.

Is there a dress code?

We do not have a dress code during the conference, most advisors are business casual.  Also, keep in mind that meeting rooms can tend to be cool so even though it may be warm outside it may be cool in the meeting room.

Have you done this program before?

We have been teaching the subject matter for years as breakout sessions during our two other live events but this is the first time we have done a full 2 1/2 day seminar focused on these skills.  We have found that advisors typically have not been taught how to use this subject matter material to add value to their financial planing practice.  There are nuances with wills and trusts, income taxes and buy sell agreements that on their own when identified bring huge value to the planning relationship.  These skills also raise your level of confidence and your ability to commuinicate with other professionals.