AMPLIFYING GROWTH IN MUSIC CITY!

The third Regional Advisor Meeting of the year—hosted by Financial Resources Group at the Downtown Hilton in Nashville, Tennessee—wrapped up on Wednesday, leaving attendees feeling inspired, connected, and energized.

This impactful event brought together financial advisors from banks, credit unions, and independent practices for collaboration, learning, and forward-thinking strategies.

A highlight included an Advisor Best Practices Panel, hosted by Gloria DuBose, MBA, and featuring a diverse panel of successful advisors, Walter Woodrick, CFP, Woodrick Financial, Hope Strong, Redstone Brokerage Services, and Scott Flowers, CFP®, LPL Financial. The panelists touched on topics that have driven results and efficiencies, including use of financial planning tools, AI note-taking software, succession planning, and more.

Additionally, speakers shared timely training, economic and technology updates, practical strategies to adapt to client buying behaviors, retirement planning strategies, and actionable marketing strategies designed to help advisors expand their digital footprint with video, use of testimonials, Google Business profiles, and more.

Day one wrapped up with a laid-back evening social at The Mockingbird Grill—giving advisors a chance to relax, reconnect, and keep the conversation going in true Nashville style!

We’re deeply grateful to our generous sponsors: Security Benefit, Oceanview Life and Annuity, United Life, Delaware Life Insurance Company, A Group 1001 Company, Eagle Life Insurance Company, Advisors Capital, Allianz, AcquireUp, and Symetra.

Also special thank-you to our event team —Jeffrey Holden | Adam Rean Bohlen, CSSCS | Jonathan Rodriguez | Gloria DuBose, MBA | Karl Williams | MJ Mulligan | Amani Sodhi | Jennifer Hallmark —for their collaborative efforts and hospitality.

“There’s real power in bringing advisors together from different channels and regions,” Jeff said. “The collaboration, energy, and exchange of ideas at these events are a testament to the strength of our community—and our commitment to supporting advisor success.”

Adam added, “Like our other regional meetings this one in Nashville reflected the best of what we aim to deliver—thoughtful content, meaningful peer-to-peer interaction, and takeaways that help advisors grow their business and elevate client service.”