Transparent Advisor Movement - Immersion2025

Tue, 11 Mar, 2025 at 05:30 pm to Thu, 13 Mar, 2025 at 01:00 pm UTC-05:00

Four Points by Sheraton Kansas City Airport | Kansas City

Sara Grillo
Publisher/HostSara Grillo
Transparent Advisor Movement - Immersion2025
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Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history.
About this Event

The people who come to Immersion are those who are called to the mission of furthering the ideals of:

  • Honesty
  • Clarity
  • Humility
  • Fairness
  • Logic, and
  • Advocacy

It’s a radically different experience.

Expect LOTS of this:

  • Peer to peer conversations
  • Opportunities for personal growth
  • Strengthening of group unity and values
  • A group volunteering event
  • Purity of thought
  • Humility
  • Small group interactions such as role playing and tech demos from other advisors not vendors
  • “Ask me anything” sessions with practical insights from actual practitioners
  • Information about “how to do stuff” from people who are actually doing it!
  • Short, engaging presentations – to the point before you fall asleep!
  • Clean, safe accommodations that won’t cost a fortune

And NONE of this nonsense:

  • Sponsorships and exhibition halls
  • Sales pitches from the private REIT salesperson
  • Hidden agendas and conflicts of interest
  • Boring, long presentations
  • High level lectures from “thought leaders”
  • Monogrammed water bottles and other junk
  • Showing off, posturing, and the usual virtue signaling crap
  • Open bar


There is a special focus on Advice Only, Flat Fee, and Hourly service models. If you feel you are called to this mission, join the Immersion.


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Event Venue & Nearby Stays

Four Points by Sheraton Kansas City Airport, 11832 Northwest Plaza Circle, Kansas City, United States

Tickets

USD 250.00

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