October 14
New and Old Friends Dinner
We gather with past attendees and our newest arrivals for a relaxing dinner and rich conversation. Relationships start here, before a single session.
Overview
A small working room built around real challenges.
The Marketing and Recruiting Roundtable is part of the Beacon Roundtable Series. Across two days of working sessions and shared meals, senior marketing, recruiting, and revenue leaders work through the challenges shaping their firms alongside a small group of selected partner firms. Bring a challenge you want put on the table. The room stays small and invitation only so the conversation can remain candid, with no panels and no sales presentations.
"The Beacon Roundtable provides a unique forum to dive deep into topics and trends that are shaping our industry. The ideas and best practices discussed are invaluable. Attending one of these is a highlight of my professional year!"
2025 Marketing & Recruiting Attendee
The room is taking shape
Who's joining us so far.
Wealth firms represented at the Marketing & Recruiting Roundtable
Agenda at a Glance
One clear arc.
Shared meals, focused working sessions, and candid conversation across the Roundtable.
October 15
A Full Day
Wealth-firm attendees work through case studies and breakouts. The Mary Blackburn Partner Challenge closes the day, with the winner announced at the off-site dinner.
October 16
Flexible Departure
Depart early or extend your stay in Denver. Preferred hotel rates will be available for attendees who choose to stay longer.
Your Role in the Room
You are a member of the Roundtable, not an audience.
Three wealth-firm attendees develop the case studies into the stories told in the room. Six more lead the breakouts. Everyone else works the challenges alongside them.
Case Studies & Breakouts
You work through real marketing and recruiting challenges with your peers and with the partner firms in the room. The Roundtable is not built around panels, sales presentations, or product demonstrations.
Community Questions
Submitted live by attendees and woven between sessions. Bring the question you cannot ask anywhere else.
Who Is At The Table
Our wealth-firm attendees will be:
Chief Marketing Officers
Chief Revenue Officers
Chief Recruiting Officers
Other senior marketing, recruiting, and revenue executives
While You're In The Room
Real challenges, worked through together.
Three real challenges facing wealth-management marketing and recruiting executives, plus six focused breakouts that emerge from them. Three wealth-firm attendees develop the case studies into the stories told in the room, and six more lead the breakout conversations.
Case Studies
Case Study One
The Organic Growth Ceiling
True organic growth sits near zero to 1.5 percent once mergers and referrals are stripped out. The real movement is advisors changing firms, and winning them keeps getting more expensive.
The Room's Question: if growth means winning an advisor already at another firm, is your
marketing built to compete for that advisor?
View sources
Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026." Financial Planning, "Why Advisor Recruiting Hit a 4-Year High in 2025." Winthrop & Co., "The State of Financial Advisor Movement, H1 2026." InvestmentNews, "At Cetera, CEO Durbin Says Recruiting Advisors Is Strong but Remains Expensive."
Case Study Two
The Pipeline Firms Cannot Fill
The advisor workforce lost roughly 4,000 net advisors in 2025, and the shortfall may reach 100,000 by 2034. Firms landing next-gen talent win on mentorship and career paths, not salary.
The Room's Question: is your pitch to a candidate in their twenties a career path, or a
compensation plan wrapped in a job description?
View sources
InvestmentNews, "Next-Gen Advisors Are Ready to Work, Are RIA Firms Ready for Them?" The Well, "Financial Advisor Recruiting Trends 2026." Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026," citing McKinsey.
Case Study Three
The Wealth Transfer Nobody Is Marketing Or Recruiting For
An estimated $83.5 trillion passes to younger generations by 2048, yet few advisors have met the heirs. Only 16 percent count a client's children as clients, and 6 percent have met the grandchildren.
The Room's Question: is your succession plan a marketing plan for the next generation of
clients, a recruiting plan for the next generation of advisors, or neither?
View sources
Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026." The link between succession uncertainty and the wealth-transfer figures is Beacon's synthesis of that data, not a direct quote.
Breakout Sessions
1AThe Two-Hour AdvisorMarketing
The average advisor has about two hours a week for marketing. What marketing has to look like to survive that constraint.
View sources
ProperExpression, "Marketing for RIAs: The Ultimate 2026 Roadmap."
1BGrowth on Paper, Not in the RoomMarketing
With true organic growth near zero to 1.5 percent, what counts as a marketing win changes, and so does who measures it.
View sources
Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026."
2AHired for the Wrong DecadeRecruiting
More than a third of advisors are 55 or older, and a hybrid candidate takes three to five years to reach full capacity. What recruiting for a decade out requires.
View sources
The Well, "Financial Advisor Recruiting Trends 2026."
2BThe Transition Nobody Talks AboutRecruiting
Moves lose assets: 22 percent broker-dealer to broker-dealer, closer to 11 percent independent to independent. The first ninety days decide whether a recruiting win stays a win.
View sources
Cerulli Associates, "Transition Support Services Critical to Retaining Assets During Advisor Moves." Fidelity Institutional, "The Ins and Outs of Advisor Movement."
3AThe Advisor Who Has Never Met the HeirMarketing
Marketing to a household when the money is about to move to someone the firm has never spoken with.
View sources
Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026."
3BRecruiting for the Client Who Has Not Inherited YetRecruiting
81 percent of next-gen heirs plan to switch firms after inheriting. The advisor worth recruiting may be the one positioned to keep tomorrow's client.
View sources
Capital Group, "4 Growth Trends Affecting Advisors and RIAs in 2026."
Community questions, submitted live by attendees and answered on the spot, woven between sessions.
The Mary Blackburn Partner Challenge
Partner time is a challenge. We ask each partner firm to be the most interesting people at the table for eight to ten minutes, and to have some fun with it. Past highlights include customer stories, trends and outcomes backed by real data, games, and more.
This is a structured insight-sharing session, not a sales presentation or a product demonstration.
You play a part too. You vote for the partner who brought the best to the table.
Facts
The essentials.
Dates
October 14–16, 2026
Depart early or extend your stay in Denver. Preferred hotel rates will be available for attendees who
choose to stay longer.
Cost
No cost to attend for wealth firm leaders
Availability
Invitation only. 20 wealth-firm seats alongside ten partner firms.
Travel
Once registered, Beacon's travel team works directly with you to arrange flights and hotel, so logistics
are one less thing to manage before Denver.
Venue
The Jacquard Hotel, Cherry Creek
DatesOctober 14–16, 2026
CityDenver, CO
Ready to Join Us
Invitation only. 20 wealth-firm seats at the table.