Two Mornings to Build and Launch Your AI Program.
Twelve Months to Change Your Practice.
Two mornings can change your entire 2027 and beyond. Join us in Nashville or online to build and launch your 2027 AI client attraction and authority-building program, with a team behind you all year.
sound on
★★★★★ 4.9 from advisors · 1,000+ advisors trained · Live room capped at 70
Hosted by Terrance McMahon35 years helping advisors · with Randy Thompson, Matt Kennedy, Brent Turner & David McMahon
This isn't another AI conference. It's a launch. You leave with your AI program running and a team behind you for 2027.
You've been "getting to" AI for two years. This is where you finally execute.
You don't need another webinar about AI. You need two mornings to build it, launch it, and a team to keep it running. That's what this summit is.
AI changed. Most advisors didn't.
A lot flipped in the last twelve months. The advisors acting on it now are pulling away from the ones still "looking into it."
Clients ask AI who to trust
Pre-retirees now ask ChatGPT for the best advisor near them. It recommends the most visible advisor, not the most experienced one.
AI agents can now book appointments
An AI assistant can respond in seconds, follow up for weeks, and put the appointment on your calendar. No new hire required.
Content and books got cheap and fast
What took a year and a team now takes weeks. The advisors publishing first are becoming the default choice in their market.
Once in a career, the ground moves. This is that moment.
Some advisors remember the late '90s, when a handful of their peers put up websites, started emailing clients, and pulled ahead for a decade. Others remember when webinars and social media did it again.
Every time, the advisors who moved first didn't just keep up. They broke away.
AI is the biggest of these shifts, and it's moving faster than any of them. Most advisors still don't have it working in their practice. That gap won't stay open for long.
This is a one-time live event: two mornings, December 10–11, one room in Nashville. When it's over, the advisors in that room start January implementing. Everyone else will still be deciding.
Day one, you build it. Day two, you launch it. 2027, you never look back.
This isn't a seminar. It's an execution summit. Here's what you walk out with:
Your 2027 AI Plan, Built
Exactly where AI fits in your practice: what to automate first, what to build next, and what to ignore, mapped month by month for 2027. Includes your niche, your offer, and your first three AI automations.
Day 1 · BuildYour First AI System, Built
Your AI appointment system: new leads answered in seconds, followed up for weeks, and booked on your calendar. Built with the same AI tools and automations we use with our own advisor clients.
Day 1 · BuildYour Launch, Live
Your first AI-powered campaign launched before you leave: an AI follow-up sequence to the prospects and clients already in your database.
Day 2 · LaunchYour 2027 Path With Our Team
How advisors work with our group all year to keep building, keep launching, and keep growing. A clear next step, not a stack of notes.
2027 · Run it with usYou don't leave with notes. You leave with a plan.
Every attendee fills in their own Break-Away Plan in the room, with our team helping:
- The niche you'll own
- The title of your book
- Your first AI system, and exactly how it will work
- What you'll do in January, February, and March
Build it on Thursday. Launch it on Friday.
Thursday, Dec 10 · 9:00–1:00 CT
- Keynote: How AI is changing the game for advisors in 2027
- Your live ChatGPT visibility check: what AI says about you today
- Build your 2027 AI plan, step by step
- Build your first AI system: the appointment agent
- Guardrails: using AI the right way in a regulated business
Friday, Dec 11 · 9:00–1:00 CT
- Launch your first AI-powered campaign, live in the room
- Your niche and book title: the authority that AI recommends
- The one-to-many machine: webinars and workshops that fill your calendar
- Your 2027 with our team: how we build, launch, and grow it with you all year
- Your 90-day implementation plan, mapped before you leave
The summit is the launch. 2027 is where we build it together.
Most AI events leave you with a notebook and good intentions. This one leaves you with a plan, a launch, and a team. At the summit you'll see exactly how advisors work with our group through 2027. Our implementation team, The Anywhere Advisor, and AIMO work alongside you to keep building, keep launching, and keep growing.
Q1: Launch
Your first AI system running, your first campaigns live, and your niche and book underway.
Q2: Scale
One-to-many webinars and workshops, AI follow-up across your whole pipeline, and your book published.
Q3–Q4: Dominate
The advisor AI recommends in your market, a calendar that fills itself, and a practice that runs from anywhere.
For annuity and life producers: through our AIMO revenue-share model, a share of eligible commissions is credited back toward your build, so your production helps pay for your marketing.
The VIP Implementation Session
In the main room you build the plan and launch your first campaign. In VIP, our team sits down with you and implements everything, so you walk out with your AI program running.
- Your AI appointment agent, built and connected to your calendar and CRM with our team at your side
- Your AI tools installed: prompt library, follow-up sequences, and content templates loaded into your accounts
- Your book outline drafted, not just titled
- Two afternoon build sessions with our team, Thursday and Friday
- Lunch and refreshments both days with Terrance and the team
- Front-row seating and full replays
VIP Implementation
Advisors who are done waiting and ready to execute.
This isn't for beginners or people "thinking about getting licensed." It's for producers and advisors who already know how to serve clients and want a system that brings more of the right ones in.
Terrance McMahon
Founder, The Anywhere Advisor & AIMO · Author of The One-to-Many Advisor
For 35 years, Terrance has helped financial advisors get in front of more of the right people, through seminars, webinars, books, one-to-many marketing, and now AI.
He has trained more than 1,000 financial advisors and is the author of The One-to-Many Advisor: How to Use AI, Automations, and the Internet to Work from Anywhere.
His belief is simple: the best advisors shouldn't have to be the best prospectors. They should be the most visible, the most trusted, and free to work from anywhere.
Speakers who are already doing it.
Not theory. Real people using AI, publishing, and automation to grow their businesses right now.
Randy Thompson
Build Your AI Second BrainHow he uses AI to create a second brain that streamlines his business and helps grow his practice.
Matt Kennedy
AI-Powered Point-of-Sale ClosingHow to use AI applications to create powerful point-of-sale closing moments, so the right prospects say yes in the meeting.
Brent Turner
From Advisor to Published AuthorHow he became a published author and is building a network of Certified AgriGenerational Planners serving farmers and ranchers.
David McMahon
Create & Launch Your MediaHow advisors can use AI and automation to share their message and offers online, with a focus on creating and launching media that attracts clients.
Pick your seat.
The live room is capped at 70 advisors. The livestream builds the same plan from anywhere.
Livestream
- Watch and plan along live
- Your path, plan, and AI system map
- Live chat Q&A
- Full replays
Live Seat
- In the room both mornings
- Your path, plan, and AI system map
- Hands-on help from our team
- Networking with serious advisors
- Full replays
VIP Implementation
- Everything in the Live Seat
- Your AI agent built and connected
- Tools installed in your accounts
- Lunch and refreshments both days
- Front-row seating
Ticket price does not include travel or hotel. Coffee and morning snacks are on us. VIP includes lunch and refreshments.
35 years. 1,000+ advisors. One mission.
Questions advisors ask before they come
Who is this for?
Established financial advisors, annuity producers, and insurance agents who want AI working in their practice in 2027. RIAs and teams are welcome.
I feel behind on AI. Is that a problem?
No. That's exactly who this is for. Everything is explained step by step, and you leave with a plan you can actually follow.
What's the difference between Live and VIP?
Live gives you the path, the 90-day plan, and your first AI system mapped out. VIP ($997) adds two afternoon build sessions, with lunch and refreshments, where our team builds it with you, so you leave with your AI agent connected and your tools installed.
What should I bring?
Your laptop and a ChatGPT account. VIP attendees will also want logins for their calendar and CRM. We'll send a prep checklist after you register.
Where and when?
Music City Work Club, 4909 Alabama Ave, Nashville, TN 37209. Thursday and Friday, December 10–11, 9:00 a.m.–1:00 p.m. Central. Doors open at 8:15. VIP lunch at 1:00 p.m., then the build session from 2:00 to about 4:30 p.m. Central.
Will you be selling anything?
Yes, on Friday, for advisors who want our team to build their complete system for them. There's no pressure, and many attendees simply take their plan and run.