This isn’t business the old-school way. It’s time to turn your expertise into content, your calendar into strategy, and your business into a machine that runs without you.
Walk away with a fully-loaded marketing & operations playbook – built for growth-minded financial advisors like you.






This isn’t a sit-and-listen conference – it’s two days of doing the work. From livestream strategy to automation to team building, every session is designed to help you scale smarter, faster, and with more freedom.
You’ll learn from advisors who’ve done it, systems experts who make it look easy, and creative leaders who know how to turn attention into revenue.
Expect tactical sessions, live workshops, and strategy you can launch before Monday.
Kick off the day connecting with peers over coffee and breakfast.
Category: Welcome
Speaker: Eric Negron
Set the tone for ScaleCon, outline the mission: Build a 50% Growth Plan.
Category: Elevate
Speaker: Adam Holt
A powerful story of vision, execution, and scale. Adam walks through the stages of hyper-growth and the lessons learned at each level in mindset, models, and leadership. Workshop: Key takeaways for your growth vision.
Category: Broadcast
Speaker: Mando Sallavanti
Learn how to build a personal media brand that attracts ideal clients. From podcasting and livestreaming to microcontent and video marketing, Mando shares how financial advisors can own their voice—and their audience. Workshop: Begin drafting your own financial broadcasting roadmap
Category: Automate
Speaker: Stephanie Dannebaum + Meghan Rutherford
Learn the operational systems, tech stack, and SOPs used by the fastest-growing firms. This session dives into automation, process mapping, and eliminating operational friction. Workshop: Audit and improve one core system in your business.
Category: Delegate
Meet sponsors and peers who are building systems that scale.
Category: Delegate
Speakers: Colleen Bowler and Alannah Phillips
Explore what makes a team scalable: hiring, delegation, culture. Workshop: Draft your ideal org chart + next hire profile.
Category: Elevate
Speakers: Adam Holt, Colleen Bowler and Eric Negron
Position yourself as the trusted multi-generational guide—not just a financial planner. Explore relationship-building, legacy conversations, and long-term retention. Workshop: Create your multi-generational client experience map
Recharge and connect with fellow attendees.
Category: Broadcast
Speakers: Jason Hamilton, Eric Negron
Tactical and transparent. Hear real stories from advisors who used video and livestreaming to generate qualified leads, boost engagement, and grow organically. Workshop: Plan your first or next live content series.
Category: Elevate
Speakers: Encore, Eric Negron, Blake Brewer
Integrating estate planning elevates your perceived value, deepens relationships, and positions you as the “forever advisor.” Workshop: Build your estate planning conversation framework.
Document your key takeaways and set priorities for tomorrow.
Dinner in Bluebonnet Ballroom
Reconnect and reflect over breakfast.
Recap key insights and prep for action.
Category: Broadcast
Speaker: Kristin Luke
Specialization drives scale. Workshop: Define or refine your niche and content themes.
Category: Automate
Speaker: Arielle Mincozzi, Chad Rixse
Learn how to automate high-friction processes without losing personalization. From client onboarding to nurturing pipelines—this is smart scaling at its best. Workshop: Map one service or workflow to automate.
Category: Delegate
Speaker: Colleen Bowler and Eric Negron
Hiring doesn’t have to be reactive. Build for the future and learn how to attract, lead, and retain A-players who scale with you. Workshop: Build your hiring roadmap for the next 12 months.
Lunch with aligned firms, vendors, and peers.
Category: Broadcast
Speakers: Sara Grillo
Discover the modern marketing frameworks that are dominating in 2025—brand strategy, funnels, nurturing sequences, and marketing automation that delivers real results. Workshop: Design a simple, scalable marketing campaign.
Category: Elevate
Speakers: TBD
Use tax insights to stand out. Workshop: Identify 3 tax planning ideas to integrate into your client process.
Final stretch break.
Category: Elevate
Speakers: Matt Lloyd, AAM and Eric Negron
Learn the overlooked component of a scalable investment approach. Workshop: Apply a framework to your investment story.
Category: Broadcast
Speakers: Nate Hoskin
Tech tips for confident content creation. Workshop: Choose and plan your setup for video, audio, or written broadcast.
Speaker: Eric Negron
The final framework. This session walks through a step-by-step blueprint to take what you’ve learned across both days and apply it to your business in 90 days or less. Perfect for clarity and execution
Director of Financial Planning. Making 401(k) plans easy and affordable for business owners
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Is ScaleCon Right For You?
Join us for the event of the year!
This is an intimate, workshop-style event. When we’re full, we’re full.
Casual, smart, and comfortable.
Yes. You’ll receive access post-event.
Yes—if seats are still available.
Email us for full details.
You’ve spent years working in your business, now it’s time to work on it. You’ve seen others scale, you know it’s possible. Now it’s your move.
Prior to starting Forefront, I was the President of a billion-dollar bank’s wealth management group. In 2016, we launched Forefront with a passion to provide exceptional and personalized advice to our family members (most folks refer to them as “Clients”). It was paramount to build an environment where every team member was a good human being first and foremost and they just so happen to also be brilliant and passionate professionals.
Kristen Luke is the President of Kaleido Creative Studio, a marketing firm dedicated to helping Registered Investment Advisors craft the messaging, strategy, and deliverables they need to launch and grow their niche through the OnNiche® program. She is also the author of the Amazon best-selling book Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing.
Kristen frequently shares her marketing expertise at industry events, as well as through podcasts and publications, including the Financial Planning Association, Dimensional Fund Advisors, Kitces.com, and XYPN Live.
Chad Rixse is a Wealth Advisor, 401(k) specialist, and a Partner at Forefront, dedicated to empowering individuals and business owners to live life on their own terms through smart financial strategies. With a passion for operational excellence, he successfully leveraged Zapier to automate Forefront’s core processes, saving the firm hundreds of thousands annually. He’s excited to share how automation can uplift your advisory practice at ScaleCon.
Sara Grillo, CFA, is a marketing consultant who helps finacial advisors fight the tendency to barf meaningless cliché on their prospects and bore them as a result. Prior to launching her own firm, she worked at Lehman Brothers. She is a humble servant of Christ, a devout Catholic, a mother of four kids, and an auxiliary member of the Legion of Mary.
Alanah Phillips is an advocate for next generation advisors, a recruiter and an industry troublemaker. She’s the founder of Advisor Launch Lab and Break Up With Your Broker Dealer. She co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the Nextgen in 10 podcast for up-and-coming financial professionals. Alanah focuses her time in financial services trying to make it a more transparent, colorful, and fun place for the next generation to work in. This also involves helping teams attract and keep great talent to support the long-term success of their businesses. Her mission is to help her network make more money, have more fun, or both. In 2024, she was named in the Top 35 Influencers For Financial Advisors by Indigo Marketing and was the 2023 Women in Insurance and Financial Services Woman of the Year. She’s an avid reader, gym-goer, and baseball fan and resides in sunny San Diego, CA.
Stephanie Dannebaum holds both an MBA and a Master of Public Policy from Mills College and is a Chartered Financial Consultant® (ChFC®). During her time at Mills College, she was recognized for her academic and professional excellence with the Financial Women of San Francisco (FWSF) Scholarship and the Academic Excellence Student Scholarship from Mass Mutual. A former student-athlete, she played for the Cal Poly Women’s Lacrosse Division I Club and was named the Women’s Collegiate Lacrosse Association Division I Most Outstanding Defensive Player. Today, Stephanie is the founder of a thriving consulting firm serving financial advisory teams across the country—a business she built from the ground up while raising two young children. She continues to find joy in outdoor adventures, skiing, and traveling with her husband and daughters, embracing a life rooted in both professional impact and personal fulfillment.
Jason J. Hamilton, CFP®, CRPC®, CBDA is the founder of Keep It Simple Financial Planning. As a CERTIFIED FINANCIAL PLANNER® Professional and Performance Neuroscience Coach, Jason integrates flow science with wealth management principles to help clients optimize their financial potential and transform their relationship with wealth.
Nate Hoskin, CFP® is the founder of N2 Content Marketing, where he helps financial advisors use video marketing to share their expertise and connect with the right clients. After building his own firm through organic content rather than paid ads, Nate now focuses on making marketing simpler and more sustainable for advisors through clear strategy, efficient systems, and practical AI tools.
Mando Sallavanti is one of the most followed financial professionals on LinkedIn, with over 42,000+ followers and a nationwide client base of high-earning sales executives and entrepreneurs.
He is the founder of Freedom Path Wealth, a modern financial planning firm that helps successful families simplify complexity, reduce taxes, and create lasting wealth with purpose. His clients are often in their 40s earning $500k+ per year, managing equity comp, real estate, and/or closely held businesses, yet lacking the clarity and confidence that true financial planning provides.
He’s a regular speaker at events like Finseca’s Advanced Markets Conference and LAMP, as well as Currence’s IUM Conference and has been recognized as a top advisor within the MassMutual network.
Arielle Minicozzi is the founder of Sphynx Automation, a virtual technology and automation consulting firm that helps RIAs and other service businesses set up their tech stacks and automate their business processes. Leveraging her background as a former financial planner and RIA owner, Arielle is on a mission to empower other financial professionals to streamline their operations using low or no-code technology tools.
Driven by her passion for automation and her unique insights into the challenges faced by financial advisors, Arielle transforms her clients’ practices by crafting tailored solutions that seamlessly integrate with existing systems. Her goal is to shape the future of financial planning by fostering growth and enabling professionals to focus on what truly matters – delivering exceptional service to their clients.
Matt has spent his career as an entrepreneur working with early stage firms and building them into industry leaders. Matt has been working in Wealthtech for the past decade as an executive with Riskalyze (now Nitrogen) and then founded EncorEstate Plans after experiencing the death of a family member who did not have an estate plan.
Colleen Bowler knows firsthand what it means to build something meaningful from the ground up. Earning just $14,000 her first year in business while navigating a divorce and receiving full custody of her sick three-year-old, she started that advisory practice as a sole parent, with no support, but dedicated equal parts heart and hustle.
Over time, she grew that practice into a 7-figure firm, managing over half a billion in assets, all while staying committed to the human side of financial planning.
After putting a successful succession plan in place and selling her firm, Colleen co-founded C&J Innovations to help other advisors do the same: scale connection, not just operations.
Now, as co-creator of The Passport Package™, she’s giving advisors the tools to uncover what matters most to their clients and build trust that lasts.
Matt Lloyd serves as Chief Investment Strategist, Executive Vice President, and Head of Distribution & Capital Markets at Advisors Asset Management Inc. (AAM). With over 30 years of industry experience, Matt utilizes key economic indicators, consumer behavior, and cognitive dissonance to uncover trends and strategic opportunities. His passion and insight for examining and deciphering macro events and their impact on investors has been featured in numerous financial and media outlets, with guest appearances on programs such as CNBC and Fox Business. Matt’s commentary regularly appears in prominent publications such as The Wall Street Journal, CNN Money, Forbes, and Investment News. Additionally, Matt provides ongoing, timely market analysis through his podcast — “Matt’s Musings” — along with other webcast outlooks and blog articles that can be found on his webpage: www.aamlive.com/matt.
H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide to serve over 2M consumers.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.
Blake has led a growing national movement that has helped thousands of families put their love and values into words through the Legacy Letter Challenge. His story and mission have been featured on the TODAY Show, and he has spoken at major events, churches, and conferences across the country. Blake has partnered with financial advisors, business leaders, and community organizations to integrate legacy letters into family and estate planning. He has developed a proven 10-step framework, hosted workshops nationwide, and built strategic initiatives aimed at reaching one million families. Beyond the stage, Blake’s work has inspired meaningful conversations in boardrooms, living rooms, and classrooms alike — helping parents leave a lasting impact for generations to come.
Christine Travis is an award-winning Executive Sales Leader with over 22 years of success in the insurance and financial services industry. Known for building trusted relationships and delivering exceptional customer experiences, she has a proven track record of generating multi-million-dollar revenue and driving long-term business growth through innovative marketing strategies and compelling storytelling. Christine is highly effective at developing talent, leading high-performance teams, and consulting with top-tier clients across multiple territories. Her career spans leadership roles at top insurance companies including Nationwide Financial, New York Life, and Prudential. As Regional Vice President at Nationwide Financial (2011-2025), she tripled business in the Philadelphia region, led the NY/NJ territory to $25M in overall insurance premiums, and was a seven-time President’s Council honoree. She is widely recognized for her expertise in complex case design, strategic partnerships, joint marketing initiatives, and her ability to consistently exceed performance goals. A frequent industry panelist and go-to specialist in Long-Term Care, Christine continues to advance organizational growth and drive revenue all while championing excellence in client engagement and team leadership.
AUSTIN, TX
Nov 12-13, 2025