Elite Advisors Collective

Elite Advisors Collective

A Community of Top-Performing Advisors Looking to Take Their Business to the Next Level

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We will have a professional videographer in a separate room at the workshop to help each advisor shoot a one-minute introductory video for their practice. The bonus includes one video per attendee, so if you bring an assistant or other team member to the event with you, you’ll get to record two videos. We will provide you with suggested scripts prior to the event or you can create your own.

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Referral Magnet Workshop for Advisors

•September 19-20, 2024 in Grapevine, TX•

Everything you need to know to increase
high-net-worth referrals in your financial practice.

With Kelly Edwards, Co-Founder of Lawton Marketing Group
And Kevin Fernandez, Founder of L2 Mindset Coaching

Register Now

What Others Are Saying

Michael Noland Headshot

“If you're thinking about attending one of Kelly and Kevin's workshops, my advice is to stop thinking and just book it! I have worked with Kelly on my branding and marketing for well over a decade, and she knows this industry and how to help advisors take things to the next level. The workshop was a great opportunity to collaborate with other top advisors and discuss what's working right now, and I left with several great takeaways to implement in my practice.”

— Michael Noland
Nautilus Group Member and Founder of Integrated Financial in Tulsa

Robbie Lee Headshot

“Kelly and Kevin have developed a program that harbors an environment that allows you to collaborate your knowledge and expertise with likeminded career driven individuals. The open forum gathering allows for honest and in-depth discussion that sets the framework for personal and business growth. Elite Advisors Collective is the missing piece that top advisors like myself are searching for.”

— Robbie Lee
New York Life in Wyoming

Robbie Lee Headshot

“I wholeheartedly endorse the workshop for any advisor seeking to grow their business in today's rapid market. When it comes to my branding and advertising needs, I entrust only Kelly and the Lawton Marketing Group team with my business. Their expertise and professionalism are unparalleled, and I have complete confidence in their ability to deliver exceptional results”

— Felicia Kestenberg
Kesten Financial Group in New York City

Learn what’s working right now for top advisors to grow their businesses, tap into new revenue streams, and get more introductions than ever before!

  • 2 powerful
    days of learning
  • Limited class size
    for maximum collaboration
  • Unique execution plan – ready
    to implement as soon as you leave

You'll Learn How To

Become the advisor they
can’t stop talking about

  • Maximize your discovery
    and onboarding process
  • Elevate your
    client experience
  • Capitalize on meetings
    and reviews
  • Create client touches
    that make an impact

Strategically increase
leads and introductions

  • Optimize your brand to
    showcase your value
  • Stay top of mind and deepen
    client relationships
  • Master the modern marketing
    techniques that work
  • Tap into profitable market
    segments and the next generation

Run your practice
more effectively

  • Discover the systems and
    processes of other top advisors
  • Maximize your time through
    technology and tools
  • Build and manage a rockstar
    team and culture
  • Get paid for your time by
    developing levels of engagement

And More!

What You Get

— A $12,997 Value All of this for just $1,997!

  • Two days of LIVE learning and collaboration in a small group setting
  • Course materials and signed copies of The Referral Magnet and L2 Mindset
  • Meals and snacks during the workshop
  • A special dinner to network and share ideas with other top advisors from around the country
  • Discounted room rate at Hilton DFW Lakes Conference Center

Plus These Bonuses

  • Free admission to Wes Young’s exclusive online course about his unique approach to Fee-Based Financial Planning
  • Special discounts at Lawton Marketing Group through the end of 2024

All of this for just $1,997!

Early Bird Special

Bring a friend or colleague for free!

Register by the end of July and you'll get two tickets for the price of one! You can bring another advisor, an assistant, a successor, or even a family member or friend!

Register Now

Hilton DFW Lakes Executive Conference Center

Venue Information

The workshop will be held at the Hilton DFW Lakes Executive Conference Center on Lake Grapevine, just three miles from the Dallas/Fort Worth International airport. The hotel offers a complimentary shuttle to get you to and from the airport, and we have a discounted room block for attendees (click here to book your room).

Elite Advisors Collective

It's time for the next level.


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