Eric James Negron

The advisors who stop evolving will get left behind.

Clients are expecting more.
Tax conversations are becoming more important.
AI is changing how advice gets delivered.
And generic advice is easier to spot than ever.

That’s why Elevate exists.

To help advisors think sharper, communicate clearer, and deliver advice clients can actually understand and trust.

This is a room full of advisors focused on a 360 view of:
• Tax strategy
• Estate planning
• Investment management

And the conversations happening in that room will change how you do business.

In-person tickets for ScaleCon: Elevate are only available through June 10. After that, online-only tickets will remain.

Join us June 23–24 in Austin, TX

Elevate - Advisor ScaleCon Advisor ScaleCon Series: Elevate, a two-day, in-person and online experience designed for serious financial advisors who want to deepen the impact of their advice.

Protect your first hour.

Not for your inbox.
Not for meetings.
Not for everything else pulling at your attention.

Your best thinking belongs to your clients.

Their tax strategy.
Their estate structure.
Their investment plan.

That’s the work that actually matters.

And it comes with a responsibility.

Because the most tax-efficient client recommendation and the most profitable recommendation for you aren’t always the same.

The best advisors choose what’s right for the client.

That’s the craft.

And that’s the level of thinking we’re building toward at ScaleCon Elevate.

Join us at Dimensional Fund Advisors Headquarters in Austin, TX June 23-24.

https://advisorscalecon.com/elevate/

Most advisors focus on having all the right answers.

But that’s not what clients remember.

They remember how they felt working with you, and whether or not you understood them and their situation.

The best advisors I know aren’t the ones who talk the most.

They’re the ones who hear what isn’t being said.

The hesitation behind a client’s decision.

The tension beneath the estate plan.

The fear that keeps them up at night.

That’s where trust is built.

And once you see it, you can’t go back to surface-level advice.

This is the kind of work we’re spending time on at ScaleCon Elevate.

Join us at Dimensional Fund Advisors Headquarters in Austin, TX, June 23-24.
https://advisorscalecon.com/elevate/

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 📈📌

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/