The Fast Start Forum 2027

The 2027 forum takes place at The Phoenician in Scottsdale, Arizona.

The organizer identifies financial advisors, firms, high performers, thought leaders, and coaches as audience groups.

It is most useful for financial advisors who lead with life insurance and want to hear from high producers, since the organizer describes the event as a yearly gathering for protection-first advisors and its speakers include Tom Wall, Jon Gordon and Bobby Samuelson. Carrier sponsorship from MassMutual, Guardian, Northwestern Mutual and New York Life points to a carrier-backed, producer-focused crowd, so advisors focused on investment management or fee-only planning, and vendors outside insurance, would find less relevance.

Financial advisors at insurance and planning forums usually wear business casual, such as slacks and a blazer or collared shirt, and resort-casual for evening events. Scottsdale in January is mild by day and cool at night, so a light jacket helps.