SGOS 2025 Assets
SGOS 2025 delivered the kind of insights, strategies, and resources that don’t just inspire — they transform. Now’s your chance to revisit the standout presentations, expert-led sessions, and exclusive materials that made the event so impactful. Whether you’re looking to refresh your memory or dive in for the first time, everything you need is right here, ready to spark your next big move.
DAY 1 Marketing & Momentum 5/20/25
Lindsey and Nathan revealed how they created a scalable, on-demand digital campaign that books qualified appointments without dinner seminars or follow-ups. Hear how they built it, what works, and how Client Black Box helped bring it to life.
Go behind the scenes with Scott and Maggie as they pull back the curtain on Sound Income Group’s business vision, new offerings, and leadership priorities for 2025. An essential session for advisors who want to align with the company’s future.
David Wright shared how he used custom television ads to build credibility and get more butts in seats. Learn how to differentiate your firm in crowded markets and make your message the one clients remember.
Michael Stewart brought the house down with practical tips on turning fun events into serious results. From cigar nights to themed dinners, learn how he turned low-pressure social gatherings into high-value prospecting opportunities.
Frank and Derek shared their most successful marketing plays, including how embedding a satellite office inside a retirement community created a referral engine. This session is packed with real-world strategies and advisor-tested results.
David Scranton kicked off SGOS 2025 with a candid talk on breaking through advisor plateaus. He revealed how advisors can double or triple appointments by narrowing focus, simplifying messaging, and outsourcing to scale. A must-watch for anyone feeling stuck or ready for growth.
DAY 2 Vision & Growth 5/21/25
Jake Betteridge offered a behind-the-scenes look at running a multi-advisor practice—from aligning team roles to setting growth targets and fostering accountability across the board.
Michael Eastham walked through how his firm integrated tax, accounting, and wealth management under one roof—creating new revenue, deeper client relationships, and year-round engagement.
Learn how Culture Index is helping firms hire smarter, reduce turnover, and improve team dynamics by understanding how people are wired—before they join your team.
David Stearns shared how strong leadership and intentional culture create accountability, improve performance, and drive firm-wide momentum. A no-fluff guide to leading a results-driven team.
DAY 3 Execution & Innovation 5/22/25
This closing panel explored how SIG firms are operationalizing strategy, from aligning compliance, marketing, and leadership to reducing digital lead costs to under $400 per appointment. A look at scaling without losing clarity.
With humor and heart, Matthew Johnson unpacked the power of storytelling, analogy, and visual language to build emotional buy-in and long-term client retention. His strategies reflect a near-zero attrition rate across 37 households.
Jay Carrier broke down the step-by-step sales framework behind the Retirement Risk Report, focusing on the psychology of decision-making and how to structure meetings for momentum, clarity, and client action.
Sam McElroy offered a masterclass in virtual closing techniques, walking through his high-conversion appointment process and the psychological cues that drive commitment on Zoom. His best-in-class 75% close rate speaks for itself.
Jeff Small shared how he evolved from a local advisor to a nationally recognized thought leader by leveraging books, media appearances, and a consistent public message that sets his firm apart in a crowded market.
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