In this special meta-episode, Sarah Sprague Gerber and Eric Simonson debrief on the inaugural Advice-Only Conference held in Minneapolis in June, 2026.

The conference brought together an incredibly diverse group—from original Advice-Only pioneers to newly minted financial planners just starting their careers, to people considering whether to enter the field. What emerged was a powerful sense of community, genuine connection, and shared mission around transforming how financial planning works.

Next year's conference was also announced and planning has already started to make sure this this another amazing event for Advice-Only advisors.

2027 Conference Dates: May 11-12 in Denver, Colorado

Registration: www.adviceonlyconference.com