Advisor ScaleCon: The Playbook 2026

October 27-28, 2026 · Austin, TX

Advisor ScaleCon is built around a single question: what actually has to change for an advisory firm to grow beyond its founder. The Playbook edition is the tactical half of the series — less vision, more of the specific systems, hires and processes that firms put in place at each stage.

Who attends

Founders and operators of growing advisory firms, typically somewhere between the first hire and the first fifty employees, along with the COOs and integrators brought in to build the operating model.

What's on the agenda

• Documenting and systematizing the work a founder currently holds

• Hiring sequence — what role to add and when

• Client service models and tiering

• Technology stack decisions at each stage of growth

• Marketing engines that run without the founder

Why the stack gets harder to change the longer you wait

Firms accumulate systems opportunistically — a CRM here, a planning tool there, a billing platform because the old one broke. Each is a reasonable decision in isolation, and collectively they produce a firm where nobody can answer a basic question without opening four applications. The cost of untangling that rises every year, which is why the firms that scale cleanly tend to have addressed their data layer early rather than after the pain became unbearable.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems without requiring a firm to replace the tools its team already uses.

Talk to us about your firm's data layer