Transparency is the single most powerful force that exists within human communication.

The people who come to Immersion are those who are called to the mission of furthering the ideals of:

• • Clarity

• • Integrity

• • Humility

• • Fairness

• • Logic, and

• • Advocacy

There is a special focus on Advice Only, Flat Fee, and Hourly service models. 

If you feel you are called to this mission, join the Immersion.

But….what’s an “Immersion”???

This is not a conference – it’s an “Immersion”.

And so you ask: What’s an “Immersion”?

It’s a radically different experience.

Expect LOTS of this:

• • Peer to peer conversations

• • Opportunities for personal growth

• • Strengthening of group unity and values

• • A group volunteering event

• • Purity of thought

• • Humility

• • Small group interactions such as role playing and tech demos from other advisors not vendors

• • “Ask me anything” sessions with practical insights from actual practitioners

• • Information about “how to do stuff” from people who are actually doing it!

• • Short, engaging presentations – to the point before you fall asleep!

• • Clean, safe accommodations that won’t cost a fortune

And NONE of this nonsense:

• • Sponsorships and exhibition halls

• • Sales pitches from the private REIT salesperson

• • Hidden agendas and conflicts of interest

• • Boring, long presentations

• • High level lectures from “thought leaders”

• • Monogrammed water bottles and other junk

• • Showing off, posturing, and the usual virtue signaling crap

• • Open bar

You’ll be assigned a virtual “Pod” prior to event

Upon registration, you will be interviewed and assigned a “pod” group of 5-6 advisors. Your pod will meet virtually 3-4 times before the conference. You will be grouped according to your intentions. At the conference this will be your base and you will work together on small group activities that develop you personally and professionally.

Deeper, different – and better!

Here are some “Pod” shots from Immersion2024.

IMPORTANT to note: This is not going to be a huge event. We are planning for 70 people at most. We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning.

Why should I go to Immersion2025?

Is it really that different?

Yes. 

Why? The people are the event and it’s about connection.

Instead of products, the focus here is on people – flat fee, advice only, and hourly advisors and how to refine their service models to benefit their clients more.

You’re not going to just sit there in your chair.  The energy at Immersion is electrifying as we march together toward a common goal, helping each other along the way.

We’re changing the world, and we’re doing it together.

Here’s what attendees said about Immersion2024

“Immersion was my favorite industry event I’ve been to. The main difference was that nobody tried to sell me anything and nobody was there to brag about how wonderful they are. In an industry where posturing is rampant and connections insincere it was refreshing to meet a group of people who just want to learn, help others, and improve the industry for everyone.” – Hourly planner

“Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice. Wow – what a wonderful opportunity to interact in person with other advisors who run their businesses with a philosophy similar to mine. This was the first and largest in-person gathering of flat fee advisors!  I look forward to more! It’s inspiring to learn from others who grapple with some of the same issues (e.g. pricing, technology, compliance) as they build their transparent advice businesses.” -Flat fee advisor

“Highly qualified community with a shared vision for fairness, honesty, and transparency for clients. Helpful business content relevant to advisors who eschew AUM fees in favor of emerging fee based and flat fee structures.” -Flat fee advisor

“Attending Immersion 2024 was absolutely worth the investment of my time and money for the opportunity to collaborate with and learn from likeminded advisors who are also interested in advancing advisor transparency.  This event was less polished and produced than the typical advisor conferences I’ve been to in the past- that was by design, and not at all a negative.  I plan to attend in 2025!”-Advice only planner

“If you’re a Flat Fee or Advice Only advisor, you should absolutely attend the next Immersion. You’ll leave uplifted and challenged in ways that can only come from true peers.” – Flat fee advisor

“I enjoyed the Immersion experience and would call the first one a big success! It was great connecting with like-minded advisors at Immersion 2024. I left the event excited and ready to implement a couple of new ideas in my business.” -Flat fee advisor

“In 13 years as a financial advisor this was the first conference I decided to attend. When I have been around large groups of advisors before, it often seemed everybody wanted to hear themselves talk and not engage too much with the other professionals around them. This was much different. Most attendees seemed very humble, and eager to discuss best practices with their peers.” -Flat fee advisor

“The inaugural Transparent Advisors meeting was a fantastic start with many stimulating ideas not from the speakers but from the interactions with the other members of the group. The meeting exceeded my expectations!” -Flat fee advisor

“The best part was just being around quality advisors/people.” -401k consultant and fee-only advisor

“We were so thrilled to be part of a group of other transparent advisors. It truly was the first time I didn’t feel I needed to explain what we do/how we get paid to an audience of puzzled faces who respond ‘no AUM or commissions? How do you make money?’ Rather, it was a gathering of a group of extremely bright, well-informed, caring people who only want to help clients succeed at a fair price while educating them as to the costs within their financial lives.”- Flat fee advisor

Buy tickets now!

The price of your ticket is $250 plus sales tax. Hotel, airfare, and two evening dinners are not included in this price.

Would you like to join us? Buy your ticket here!