Advisor Summit

Advisor Summit 2024

The purpose of the Advisor Summit is to unite our esteemed advisors from across the country to build community, share knowledge, and discover best practices. We will focus on introductions, connections, and investment strategies through combined services, competition, client intentionality, and the overall outlook and direction for 2024 and years ahead.

2024 Advisor Summit Sponsored by

S.T.L. Resources

Thank you for your generosity.

View S.T.L. Resources site

Book at Meeting with Nick Wall

Advisor Summit Presentations

Opening Session

Who is STL Resources

Breakout Session – Growing through Mergers and Acquisitions

Investment Strategy Solutions

The Importance of a 7 Year Plan

Becoming Your Best Self

Breakout Session – Growing Organically

7-Year Business Plan Wrap-Up

Value Creation through Wealth Management

Enhanced Service through Advanced Tax Strategies

Generating Worth through Estate Planning

Larson Flight Club Recap

View the results by clicking here!

FAQs

Frequently Asked Questions

DRESS CODE

Daytime Sessions: Business Casual
Tuesday’s Dinner Banquet: Elevated business casual (think sport coats, not suits)
Wednesday’s Excursion to Flight Club: Casual

HEADSHOTS

There will be opportunities for professional headshots on Wednesday.
The photographer is bringing a white background, so we strongly suggest you do not wear a white shirt if you’d like to have a portrait taken. Please plan accordingly!

WEDNESDAY EVENING EXCURSION TO FLIGHT CLUB

We will be heading offsite to Flight Club, for fun, food, and refreshments!
Please meet in the hotel lobby between 5:30-5:45pm to board the busses.
Bring your competitive spirit, as Flight Club offers a super-charged social gaming experience like no other, with multi-player games set in semi-private playing areas, delicious food, and amazing cocktails.
Flight Club is located at 3515 W. Dallas, Suite 100, Houston, TX, 77019. If you do not plan on taking the bus from Hotel ZaZa, there is a parking garage adjacent to Flight Club, with an entrance on W. Dallas Street.

PARKING

Hotel ZaZa: Valet parking is available. Please find Aileen and she will provide you with a parking validation sticker.
Flight Club: If you do not plan on taking the bus from Hotel ZaZa, there is a parking garage adjacent to Flight Club, with an entrance on W. Dallas Street.

CHECK IN / HOTEL ZAZA DETAILS

Check in officially starts at 4pm. Upon arrival to the hotel on Tuesday morning, January 23^rd, please bring your luggage up to the 5^th floor. There is a chance you may be able to check in earlier than 4pm, but we will not know until day-of.
Upon check in, you will need to put a credit card down for any room incidentals (mini-bar, room snacks, room service, damage, etc.). Assuming there are no incidentals charged to your room, you will not be charged.
Turn-Down Service: Hotel ZaZa offers turn-down service for each guest around 7pm every evening. This includes placing a bottle of water and a moon pie in each guest’s room. If you have the “Do Not Disturb” door hanger displayed on the outside of your door, they will skip turn-down service for your room.

TRANSPORTATION

On Tuesday morning: we have arranged transportation from George Bush International (IAH) or Houston Hobby (HOU) to Hotel ZaZa for many of you. Please refer to the email you received from Aileen for information specific to your ride.
On Wednesday evening: transportation will be provided from Hotel ZaZa to Flight Club on Wednesday evening. Please meet in the hotel lobby between 5:30-5:45pm to board the bus.
On Thursday afternoon: busses are arriving at 1PM at Hotel ZaZa to take attendees back to George Bush International (IAH) or Houston Hobby (HOU). Traffic can add up to an hour from the hotel to the airport, so if you’d prefer to arrive to your airport earlier, please plan to take an Uber or Lyft.