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Holistic Practice Management Consulting Research and Content
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The Most Direct Path to
$1 Billion in Assets Under Management


Registration for this event has closed. 

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At Invincible, you will learn the current state of the advisory industry and options on how to organically and inorganically grow your advisory firm, through marketing, human capital and financing options.

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The Bridges Golf Club
San Ramon, CA

We invite you to join us on Wednesday, May 9th, 2018 for this one-day workshop to learn and grow your advisory firm.

Registration for this event has closed.

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Hyatt House
Portland/Downtown, OR

We invite you to join us on Thursday, May 10th, 2018 for this one-day workshop to learn and grow your advisory firm.

Registration for this event has closed.


At Invincible, three leading industry experts will share their experience and hands-on strategies to navigating your path to $1 Billion.

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Meet Our Experts

Megan Carpenter

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CEO & Co-Founder
FiComm Partners
Megan Carpenter is a co-founder and is the CEO of FiComm Partners, based out of Los Angeles and New York City. Megan’s entire professional career has been driven by her deep knowledge and sincere passion for the independent financial advisory space. Megan has navigated hundreds of advisory firms to over $1 billion, through integrated marketing and communication strategies to propel advisory firm growth well beyond the $1 billion marker. 

Jason Carroll

Managing Director
Live Oak Bank

Jason Carroll is the Managing Director for a $600MM and growing independent investment advisor loan portfolio at Live Oak Bank. He is seasoned at financing strategies for advisory firms facing succession and growth opportunities. Jason brings a unique perspective on the state of the advisory industry and top level insight into overlooked financing options available to advisors.

Angie Herbers

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CEO & Founder
FourPointe Consulting

Angie Herbers is founder and CEO of FourPointe Consulting and Beyond U Inc. She brings over 16 years of experience guiding financial advisory firms to long-term, scalable growth by creating and executing holistic human capital strategies. Angie has a vast knowledge of the critical leadership, hiring and compensation strategies needed to build a professional talent pool and thriving advisory firm culture on the path to $1 billion. 



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