It’s ADV Season — Don’t Just “Update” It
It’s ADV Season — Don’t Just “Update” It
This time of year, most firms go through the motions of updating their ADV. But this isn’t a paperwork exercise. It’s a risk-management exercise.
Mar 10, 2026
1
min read
Total Impact Kickoff 2026 – Kennesaw, GA
Total Impact Kickoff 2026 – Kennesaw, GA
In January, Mike Canet presented at Total Impact Kickoff 2026, hosted by The Impact Partnership in Kennesaw, Georgia — a week-long event attended by nearly 300 advisors. The focus: tax strategy.
Feb 20, 2026
1
min read
Q1 PMG Meetup: Atlanta, GA
Q1 PMG Meetup: Atlanta, GA
At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia. Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is exactly how we wa…
Feb 17, 2026
1
min read