Advisor Development

At the Mid-Atlantic Financial Group, we take pride in leading the way in financial planning. In our ongoing commitment to growth and innovation, we partnered with industry thought leaders Sten Morgan and Andy Traub of the Elite Advisor Network to help our professionals take their planning strategies to the next level.

We launched this initiative by bringing a select group of advisors together for an intensive two-day training, where they learned Sten Morgan’s proactive approach to financial planning and focused on quantifying the true value we provide to clients. It was inspiring to see our top advisors bring concepts to life—demonstrating how strategic thinking can create meaningful opportunities for the individuals and families we serve.

Since that initial event, we’ve expanded the program significantly—hosting an additional two-day session for a broader group of advisors and sending several smaller groups to complete the How to Charge LIVE Workshop at Sten Morgan’s headquarters in Nashville, TN.

This commitment to professional development reflects the kind of firm we strive to be—where innovative thinking, growth, and delivering massive client value are at the heart of everything we do.

As part of our ongoing mission to deliver industry-leading development opportunities to our professionals, Mid-Atlantic Financial Group was proud to welcome Matthew Jarvis—renowned financial advisor, speaker, and author of Delivering Massive Value. Matt is widely recognized for his innovative approach to practice management and client experience, and his insights have helped elite advisors across the country elevate their businesses.

During his time with our firm, Matt worked directly with our professionals to share his strategies for creating a high-impact, client-centric practice. From optimizing systems and processes to identifying ways to deliver value beyond investment returns, he challenged our team to think differently about how we serve clients and grow our practices with purpose and efficiency.

Bringing in thought leaders like Matt Jarvis reflects our belief that the best firms never stop evolving. By giving our advisors access to world-class training and forward-thinking perspectives, we are creating an environment where growth, excellence, and client success are the standard.

On multiple occasions over the last decade, we’ve invited Private Wealth Advisor Matthew T. Carbone to train groups of advisors within our Firm. Matt brings deep expertise and a practical, field-tested approach to identifying and maximizing opportunities within rollovers and in-service distributions.

His in-person sessions are designed to deliver high-impact insights that advisors can immediately integrate into their practice. Each workshop dives into how to effectively identify qualified opportunities, communicate value to clients, and position these strategies as part of a holistic financial plan.

To reinforce the content and support implementation, each group participates in a six-week series of virtual follow-up sessions. These sessions keep the material top of mind and provide a space for peer collaboration, ongoing learning, and real-time coaching as advisors apply the concepts in their day-to-day work.

This combination of expert-led training and structured follow-up reflects our commitment to providing our professionals with not just education—but the tools and support to take action and drive meaningful growth

Each year, the Mid-Atlantic Financial Group hosts one of its most anticipated events: the Elite Advisor Summit. This exclusive gathering brings together the top performers from across the Firm for a multi-day experience focused on recognition, collaboration, and professional growth.

Earning a spot at the Summit is no small feat. The criteria for qualification include the top 12 advisors in the Firm, each of the class leaders, the top new experienced advisor who joined within the last year, and—more recently—the top life insurance producer who has not already qualified in the top 12. Competition is fierce, as advisors vie for their place on the leaderboard during the first three quarters of the year, with the qualification period typically closing in September.

Over the years, the Summit has grown in both size and prestige. In addition to our internal qualifiers, we’ve welcomed colleagues from the Carolina Financial Group, using the same qualification structure, to bring the total number of attendees to 36. This cross-firm collaboration has added a new layer of value, offering fresh perspectives and fostering relationships that extend beyond individual markets.

The locations are chosen with intention, offering exciting and vibrant backdrops for the experience. Our last two events were held in Las Vegas, NV and Nashville, TN, with this year’s Summit heading to Austin, TX. Each venue provides the perfect setting for advisors to step away from their day-to-day work and fully immerse themselves in growth and connection.

The agenda is carefully curated to ensure maximum impact. Advisors hear from industry-leading speakers, including top-producing peers, leadership development experts, and coaches who specialize in advisor success. Beyond the content, the event also includes a celebratory dinner, offering time to connect, reflect, and recognize accomplishments in an elevated yet relaxed environment.

The feedback we receive is consistent and powerful—advisors leave energized, inspired, and equipped with actionable ideas to bring back to their practice. The Elite Advisor Summit has become more than just a reward—it’s a business-changing experience that drives momentum and excellence across the Firm.

LPLE and LPL Financial are not affiliated with Carolina Financial Group, Frame Wealth Partners, Prudential Advisors or Prudential.

Our Annual Firm-Wide Kick Off Event

Each January, the Mid-Atlantic Financial Group hosts one of the most energizing and unifying events of the year—our Annual Kick Off Event. Designed to bring together advisors, staff, and leadership from across the Firm, this full-day experience sets the tone for the year ahead with motivation, education, and connection at its core.

Held in recent years at The Hall at Live! Casino & Hotel in Arundel Mills, MD, the event continues to evolve in scope and impact. Our goal is simple: to deliver an unmatched experience for our team members as we begin a new chapter each year.

The agenda is packed with high-caliber speakers who bring fresh perspectives and powerful insights. Past presenters have included H. Adam Holt, CEO & Founder of Asset-Map; Matthew Jarvis, CFP®, ChFC, renowned financial advisor, speaker, and author of Delivering Massive Value; retired U.S. Navy Admiral and Top Gun Fighter Pilot Mike Manazir; business strategist Cassandra Britton, known as The Business Savage; and entrepreneur and President of Exit Stage Left Advisors, Ted Jenkin, among others. Their diverse backgrounds and engaging content are designed to challenge our thinking, expand our vision, and inspire action.

We are proud to partner with several outstanding product providers who help make this event possible through their sponsorship. To ensure meaningful interaction, we’ve adopted an extended networking lunch where attendees can connect not only with our product partners but also with peers from other offices—relationships that are often hard to cultivate during the hustle of the regular workweek.

A highlight of the day is our Awards Ceremony, where we recognize and celebrate the top-performing advisors from the previous year. It’s a moment to honor excellence and acknowledge the hard work and dedication that fuels our Firm’s continued success.

We close the day with a cocktail reception—a chance to unwind, reflect, and continue building the relationships that will carry us through the year ahead.

The Annual Kick Off Event is more than a meeting; it’s a cornerstone of our culture. It’s where goals are set, ideas are sparked, and the entire Firm comes together with shared purpose and momentum.

This video was created to be able to put on social media which is why it is formatted to be vertical. Are you able to make it so that it is in a vertical format on the site. As it currently is, the top and bottom of the video is cut off

Adam Holt, Cassandra Britton, their respective companies, and event sponsors are not affiliated with LPL Enterprise, Mid-Atlantic Financial Group, or Prudential.

The Launch of Our Women’s Group

In an industry where women continue to be underrepresented, our Firm is proud to be taking meaningful steps to foster connection, collaboration, and empowerment through the launch of our Women’s Group.

Spearheaded by Regional Director Vanessa Echeverria, this initiative was created with a clear mission: to bring women together in financial services and build a strong, supportive community.

From day one, the goal has been to create spaces—both virtual and in-person—where women across the Firm can gather, learn, and grow. Our Women’s Group hosts a dynamic mix of events, including speaker-led sessions that focus on topics relevant to women in financial services, personal and professional development, and leadership. These events offer valuable insights while also highlighting the unique challenges and opportunities women face in our field.

The response from our professionals and team members has been overwhelmingly positive, reinforcing just how vital this kind of initiative is. By providing women with the chance to share experiences, gain new perspectives, and support one another, we are not only strengthening individual careers—we are building a more inclusive and future-focused Firm.

We look forward to continuing to grow this community and welcome more women into the conversation.