Why Summer Is Exactly the Right Time for Advisors to Sharpen Their Strategy
Summer has a way of tricking all of us. The weather gets warmer, calendars shift, clients travel, and suddenly it becomes easy to say, “I’ll get back to training later.”
But for financial advisors, summer can be one of the most valuable times of the year to sharpen your message, strengthen your strategy, and prepare for the client conversations that will drive the rest of your year.
That is exactly why we created the 2026 Innovate Virtual. From June 10-12, advisors can join us online from 11 a.m. to 1 p.m. ET each day for three focused sessions on retirement tax planning, Roth conversions, income, legacy, and marketing strategies that matter right now. It is free to attend, and registration only takes a few seconds.
No travel. No hotel. No airport delays. Just powerful advisor training delivered directly to your office.
Why summer training matters
The advisors who grow are rarely the ones who wait until everything feels urgent. They do not wait until tax season to learn how to talk about tax risk. They do not wait until a client asks about Roth conversions to learn how to explain IRMAA. They do not wait until a prospect asks, “What makes you different?” to build a stronger message.
They prepare early.
Summer gives advisors the space to step back and ask better questions. Is my tax message clear? Do I have a compelling Roth conversion story? Can I explain the impact of Washington on retirement in a way clients understand? Am I using the right lead generation tools? Do I have a process for turning tax conversations into appointments and new business?
Innovate Virtual is designed to help advisors answer those questions.
What we’ll cover
Day 1 begins with Tax Outlook 2026, focused on how advisors can position today’s short- and long-term tax outlooks and help clients prepare for the risks ahead. This is not about turning advisors into tax attorneys. It is about giving them the language, context, and strategy to explain why retirement tax planning matters now.
Day 2 focuses on Roth Conversions Post-OBBBA. Roth conversions are more valuable, and more complex, than ever. Advisors need to help clients understand taxes, IRMAA, Social Security taxation, RMDs, and how Roth strategies may connect to income, annuities, life insurance, and legacy planning.
Day 3 turns to Maximizing Your Client’s Legacy. Many clients have IRA dollars they may never spend, which creates a major planning opportunity. We’ll look at ways to identify and optimize legacy assets, minimize taxes, and maximize value for clients and their heirs.
Plus: marketing that actually converts
Innovate Virtual is not just about technical strategy. It is also about helping advisors turn those strategies into growth.
We’ll cover today’s top-converting tax messages for outbound marketing, seminars, social media, and email funnels, helping advisors turn timely retirement planning topics into conversations prospects actually want to have.
Because the best strategy in the world will not grow your practice if no one hears it.
Join us June 10-12
The 2026 Innovate Virtual is built for growth-minded advisors who want to attract and serve higher-net-worth clients with stronger tax, income, Roth conversion, legacy, and marketing strategies.
Join Becky Swansburg, Neil Wilding, Tyler Randall, and our special guests from Steep Marketing for three days of timely, practical training.
It is free to attend, fully virtual, and designed to give advisors practical ideas they can use right away.
Summer is not the time to coast. It is the time to sharpen.
Register today, join us in the virtual room, and give yourself the tools, language, and strategies to finish the year stronger than you started.