Advisorist announces the Virtual Financial Advisor Summit for financial advisors, wealth managers, and insurance advisors

Today Advisorist, announced a new online summit, Virtual Financial Advisor Summit for financial advisors, wealth managers, and insurance advisors designed to share best practices and lessons in the field of virtual financial advising.

The first-ever Virtual Financial Advisor Summit, co-produced by Broadridge Advisor Solutions, will take place on Wednesday, May 6, 2020. The event, which will be held entirely online, will help leaders in the financial services industry access and implement the latest technologies and solutions as they transition from physical to virtual advisory due to social isolation caused by COVID-19.

“With financial planners considered ‘essential’ since COVID-19, making the move to a virtual advisory practice is a must for any serious financial advisor today,” says Jeremiah Desmarais, founder, and CEO of Advisorist. “We see this event as a massive give-back to the community in a time of need and couldn’t be happier to be doing it alongside Broadridge Advisor Solutions.”

The Advisorist-BAS partnership establishes a formidable presence that’s expected to generate a significant response in an industry that finds itself at a unique inflection point.

“We’re really excited about being able to partner with Advisorist and have partnered closely to curate an outstanding agenda,” says Kevin Darlington, General Manager of Broadridge Advisor Solutions. “We’re hearing from key clients every day, that the pressure to enable their Advisors to fully evolve to digital has never been more significant.”

The Virtual FA Summit will consist of more than 10 presentations and interviews. Featured presenters include co-producers Desmarais and Darlington, Ed Slott (Best Selling Author, President, Ed Slott & Company), Brad Swineheart (VP Business Development, White Glove), Tom Hegna (Economist, Best Selling Author), Michael Kitces (, Duncan Macpherson (Pareto) Cameron Cobb (LinkedIn Talent Solutions), Annette Bau, CFP (Millionaire Insider), Frank Maselli (Speaker, Best Selling Author), Evelyn Jacks (Knowledge Bureau), and Brad Kiner (Premier Social Security Consulting LLC). More are being added weekly.

Topics to be covered during the one-day Virtual FA Summit will include selling in the era of social distancing; new tax retirement account tax updates; virtual presentation strategies; virtual marketing strategies; virtual communication techniques; social marketing frameworks; niche marketing to women; virtual seminar best practices; world-class e-learning; situational social security; and marketing master strategies.

“The Virtual FA Summit is going to provide practical, strategic, inspiring messages via a combination of interviews, presentations, and on-demand recordings over a period of one day so that advisors can experience precisely what it looks like to move their practices into the virtual space. We expect several thousand advisors to attend and get the knowledge and training they need. Because of the great need for this training, we are underwriting the event. It’s entirely free for advisors to attend on May 6, 2020,” Desmarais says.

By combining forces, Advisorist and BAS are anticipating bringing together a large audience over the course of just a single day.

“The vision for this event is to provide endless value to the industry without asking for anything in return,” Darlington says. “This industry is a community, and this is one way we can collectively rally together to serve our clients in a better capacity moving forward.”

Tickets are free for the live summit and available exclusively at

About Advisorist

Advisorist is a premier online education and community platform for insurance and financial advisors. Classes are taught by best-of-breed industry leaders and instructors. The teachings featured in Advisorist have generated billions in premium sales and hundreds of millions in fees generated in 51 countries around the world. “Advisorist is the fastest growing on-demand training and services platform for financial and insurance advisors,” reports NASDAQ. Learn more at

Contact Info:
Name: Jeremiah Desmarais
Email: Send Email
Organization: Advisorist
Phone: 8886758529

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Release ID: 88954992