EVENTS

D2 events are not your typical corporate affairs.

Not only will you be educated, you’ll be entertained and you’ll find a community like none other – D2 advisors are incredibly generous with sharing advice and ideas that have worked for them.

We support each other, share challenges, solutions and ideas, and come home refreshed and renewed for the work ahead. We also laugh a lot.

THE GROWTH COLLECTIVE

When: July 17, 2025
Where: New York, NY

At this event, we won’t waste time on tactics. We’re diving deep into the REAL stuff: strategy, mindset, and the soft skills that separate the average from the legends.

What you will walk away with:

• Growth Mindset: Understand exactly what it takes to shift your mindset and scale your business to a level you’ve only dreamed of.
• Team Synergy: Learn how to be the player who elevates your entire team’s performance.
• Client Conversion: For AFAs—work on the art of interpreting value, convincing prospects to take action, and converting them into long-term clients.

With only 50 availabile spots, we’re looking for the best of the best! 

• Financial Advisors: 20 spots for newly tenured advisors servicing clients and building their book of business.
• Marketing Professionals: 10 spots for team members responsible for driving, supporting, and executing marketing strategies.
• Operations Team Members: 20 spots for professionals in business processing, client service, plan production, para-planning, operations management, and beyond.

D2 Live

When: November 12th & 13th
Where: Nashville, TN

MORE DETAILS AND REGISTRATION COMING SOON!

SPONSORSHIP

Our sponsor partnerships make our events possible.
If you are interested in sponsoring a D2 event, view our prospectus and contact Meghann Richardson at the info above.