Eric James Negron
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Who should NOT attend ScaleCon Elevate?
If you’re looking for another conference to sit in the back of the room, take notes, and forget everything six weeks later…
Save your money.
ScaleCon Elevate is not for advisors who are comfortable staying where they are.
It’s for advisors who are serious about elevating the impact of their advice around:
• Investments
• Tax planning
• Estate planning
It’s for advisors willing to spend two full days in a room with other smart, capable professionals who care deeply about getting better at the work.
Not surface-level networking.
Real conversations.
Real perspective shifts.
And it’s for advisors who are committed to taking what they learn and actually applying it over the next 12 months.
If that sounds like you, we’d love to have you in the room.
In-person tickets are available through June 10. After that, online-only tickets will remain.
Join us June 23–24 in Austin, TX
https://advisorscalecon.com/elevate/
Stop chasing clients and become the advisor they look for.
Most advisors are still competing with the same conversations:
- Portfolio performance
- Market updates
- Basic financial planning
That’s easy to compare and replace.
The advisors standing out today go deeper.
They know how to connect investments to long-term goals.
Bring tax planning into the conversation year-round.
Use estate planning to create multi-generational relationships and trust.
That’s the kind of advice that grows firms.
Advisor ScaleCon Series: Elevate was built to help advisors master those conversations with practical frameworks they can apply immediately.
Join us at ScaleCon Elevate in Austin, TX June 23-24.
https://advisorscalecon.com/elevate/
If all you talk about is returns, you sound like everyone else.
And everyone else is easy to ignore.
Most advisors stop at performance metrics.
Reports
Benchmarks
Last year’s numbers
But that’s not going to impress your clients.
They want real life scenarios.
- How taxes were reduced
- How an estate plan avoided conflict
- How investments, tax strategy, and planning actually worked together
The advisors who stand out don’t just say what happened.
They show it through client stories, testimonials, case studies, and their POV on the decisions that were made.
That’s what clients remember and trust.
That’s the level of impact we’re focused on at ScaleCon Elevate.
Join us at Advisor ScaleCon Series: Elevate in Austin, TX June 23-24.
https://advisorscalecon.com/elevate/
04/14/2026
Tax planning is where advisors can prove real value or miss it altogether.
Anyone can mention a Roth conversion.
Anyone can run a projection.
That’s not the work.
The work is building tax awareness into every recommendation.
All year.
Across everything.
In a way clients can actually feel.
Because when it’s not there, it shows.
Missed opportunities.
Reactive conversations.
Advice that looks right but costs more than it should.
That’s the gap.
Elevate is about closing it.
If tax still feels like a side conversation in your firm, Advisor Scalecon Series: Elevate is the room you should be in.
Join us in June at Dimensional Fund Advisors Headquarters.
Limited seats available.
Get your ticket at the link in the comments.
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P.S. Here I am at a young age thinking about football and all the Tax Impact I am going to deliver to clients 📈📌
04/11/2026
Nobody teaches you what to do when your company goes public.
You spend years grinding. Building. Believing in the mission.
And then the IPO happens.
Suddenly you are sitting on more money than you ever imagined.
And you have no idea what to do next.
Do you sell immediately?
Do you hold and wait?
What about the tax bill that is coming?
What about the lockup period?
What about your spouse, your kids, your retirement timeline?
These are not small questions.
They are life questions.
And most professionals face them completely alone, on a deadline, for the first time.
That is the gap we built Equity Comp Advisors to fill.
We work with professionals and executives at every stage of their equity journey. From the first RSU grant to the day the company goes public and beyond.
So that when the moment comes, you are not guessing.
You have a plan. A strategy. And a team that has done this before.
This is all we do.
Get the Equity Playbook:
👉 https://equitycompadvisors.com/playbook/
Click here to claim your Sponsored Listing.
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