Growth Lab — Denver, CO
Grow your clients and referrals
See how prospects in Denver look for advisors.
Leave knowing how to get to the top of their list.
Sep 23, 2026 — $350/person, Limit 40
Courtyard by Marriott Denver Cherry Creek
Here's how prospects in Colorado actually look for financial advisors and wealth managers like you.
We surveyed 100+ Colorado prospects with household income of $100k - $200k+ and total investable assets of $250k - $5M+ who actively researched financial and wealth advisors between January - June 2026.
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57%
Have prior experience looking for advisors; 27% are actively looking to switch advisors
request_quote
71%
Look for cost, fees, and commissions on advisors' websites — it's the #1 thing they search for
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40%
Move on to someone else when they can't find answers on the advisor's website — won't bother reaching out
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41%
Rejected an advisor after talking with them because they sounded like everyone else
Your prospects have plenty of options.
They want to know if they should pick you.
From our Founder Labs:
This workshop was next level! Working through buyer‑perspective exercises with John and Katie was one of those “you can't unsee this now” moments.
Seeing your website through the eyes of a real prospect — alongside a room full of peers — was incredibly insightful. And, the fact that decision-makers were in the room to explain their answers was amazing.
Honestly, where else can you get that?
Sasha Crabtrey
Founder - RemoteCOO
Real Prospects. Honest Feedback. Designed for Financial Advisors.
This is perfect for you if...
- You're struggling to get referrals, even though you're always asking for intros
- Your sales calendar isn't filling up, despite constantly networking
- Your pipeline has barely budged, even though you're spending more time on ads, blogs, or social media
Find out from real prospects where you're losing them. Live. In-person.
What you'll get by attending
interpreter_mode
Dive into the 2026 Colorado Study with the authors
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See how AI sees you and who it recommends
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Learn how to get referrals consistently
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Find out where you're losing your prospects
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Learn how to stand out from your competitors
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Leave with ready-to-go marketing updates
Venue
Courtyard by Marriott Denver Cherry Creek
1475 S Colorado Blvd, Denver, CO 80222
Easy access from Hwy 25. Free parking on-site. And, lunch will be provided.
Sep 23, 2026 — $350/person, Limit 40
What we'll cover
Here's the agenda for the day.
| Activity | Speaker(s) & Topic | Your Takeaway |
|---|---|---|
| Open Networking 8:30am - 9:00am |
|
Start the day by getting to know the study authors Speakers: John Way, Katie Lantukh, and Hillary Gale Meehan |
| The Lab 9:00am - 12:00pm |
|
See how prospects actually look for advisors. Live!
Speakers: John Way & Katie Lantukh |
| Advisors Lunch & Learn 12:15pm - 1:45pm |
|
Build a referral roadmap that gets you referrals consistently
Speakers: John Way, Katie Lantukh, and Hillary Gale Meehan |
| Content Workshop 2:00pm - 2:40pm |
|
If your website could belong to any advisor, it won't convert
Speaker: Lisa McGuire, Ed.S |
| AEO Workshop 2:50pm - 3:30pm |
|
How to be seen and be recommended by AI
Speaker: John Way |
| Speaker Panel: AMA 3:30pm - 4:00pm |
|
End the day by getting all your questions answered Speakers: John Way, Katie Lantukh, and Hillary Gale Meehan |
All slides, templates, and speaker resources will be emailed to you afterwards.
From our Founder Labs:
I thought I was fine, because our page was converting. But the feedback from the mystery shopper and my peers at the lab really opened my eyes.
They helped me see the gaps on my page and most importantly, what was missing that would make converting a more obvious choice.
This is the type of insight that you can only get from direct interactions with prospects. It was an amazing experience.
Justin McCullough
Founder - Executive Pivots
About the special speakers
Hillary Gale Meehan
Hillary helps financial advisors, wealth managers, and CPAs build predictable client pipelines through focused marketing that builds trust and establishes authority. She is the founder and lead strategist at Moneta Advisor Marketing and hosts The Finance Marketing Podcast.
What's one thing people aren't talking enough about for website conversions?
"Many advisors misinterpret "Differentiate Yourself" as having to create something new that no one else has. You don't need to do that. Instead, lean into who you serve and show real examples of how you helped them."
About the hosts
Over the past 3 years, John Way and Katie Lantukh have spoken at 5 industry conferences helping founders and business owners adapt their websites to match how B2B prospects actually buy.
John Way
John is a B2B lead-gen & conversion specialist and founder of Pipelineapp.io. He specializes in helping professional service providers capture and convert the website visitors who did not book a meeting.
What's one thing people aren't talking enough about for website conversions?
"If your website only gives visitors 2 choices, Book a Meeting or Leave, the vast majority will just leave. So, it's critical you give visitors some other way to engage with you besides a discovery call."
Katie Lantukh
Katie is a brand positioning & messaging strategist and founder of Murphy Marketing. She's spent over a decade helping founders and small teams turn deep expertise into a message that attracts more of their Favorite Clients.
What's one thing people aren't talking enough about for website conversions?
"The best websites use marketing and messaging that feels like an invitation, not a threat, to get the right people excited about yes."