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Are you ready to accelerate your AUM growth in 2023!

Brookstone is coming to Scottsdale Arizona on Wednesday, November 30th - Friday, December 2nd.
inspire national conference for advisors
featured speakers
Brookstone's Platform

Learn how our Turnkey Asset Management Platform helps independent financial advisors grow and provides the right tools and resources every step of the way.

breakout sessions
Our Investment Process

We offer the investment expertise and customized investment solutions to help financial advisors build long-term, risk-managed portfolios tailored to meet the specific goals, needs, and risk tolerance of their clients.

professional networking
Conducting Client Appointments

Advisors will learn the key benefits of our asset management platform and best practices for conducting appointments with clients.

What to expect at PASS Core +

During this comprehensive workshop, you will learn how to leverage the power of Brookstone’s investment platform, create more compelling client meetings, and close more business!

This workshop will help you:

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    Understand Brookstone’s Turnkey Asset Management Platform
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    Apply our RAISE (Risk Appropriate Investment Strategy Evaluation) Investment Process
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    Effectively integrate an insurance practice with a fee-based advisory practice
aria resort inspire advisor event location

Thursday, Dec. 1st

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    Arrivals at 8:30am
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    9:00am-10:45am - Welcome, Business Updates, Money Management Overview, Brookstone Investment Philosophy
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    12:00pm - Lunch
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    1:00pm-5:00pm - RAISE 360 Investment Platform (Satellite Strategies including Structure Notes, Buffered ETFs, Hedged Equity and more!) Closing Remarks/Q&A, Networking Reception.
wealth advisor breakout sessions

Friday, Dec 2nd

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    Arrivals at 8:30am
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    9:00am-11:45am - Training and Advisor Resources, First Appointment Process, Second Appointment Process, Final Thoughts
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    12:00pm - Departures on your own
workshops for retirement advisors
Nov 30th
Arrivals and
evening off
Dec 1st
All-day training followed
by dinner
Dec 2nd
Half-day training followed by departures

Don't miss this opportunity to invest in yourself!
Space is extremely limited.

You will also meet Advisors JUST LIKE YOU who want to share ideas and overcome
challenges together. Sign up today or contact us for more information.
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