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The trail has been blazed. Don’t miss your chance to Follow it.

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Inspiring Stage Presentations

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Producer-Led Breakouts

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Small-Group MasterMind

Prepare to Move the Needle

Talk to an Advisors Excel all-star about their rise to the top, and you’ll likely hear them reference The Journey. Packed with strategies that have moved the needle for producers like you, we’d say it’s impossible to walk away without at least one idea that gets your heart pumping.

Breakout Sessions

Jumpstart your success & Learn From the Best!

With advisor-led breakout sessions designed specifically around what YOU want your DREAM practice to look like, mastermind groups and chances to connect with your peers, you won't want to miss this event.

  • brainstorm

    Share and connect personal experiences that have shaped your business

  • ideas

    Network with your marketing team and peers to enhance ideas

  • rapport

    Build rapport with a smaller community to connect and grow with throughout the year 

The true meaning of The Journey is to share ideas. This is your chance to share yours.

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A new decade calls for a New Journey

The Journey is designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. The Journey is designed to provide general information only on the topics covered; producers are ultimately responsible for the implementation and use of the information.

The unique experiences and relative success of The Journey presenters may not be representative of the experience of all financial professionals.  Results from the use of the concepts and strategies shared at The Journey are no guarantee of your future success.