Marketing
Make bigger waves.
Attract clients and build your brand with sharper messaging, stronger referral systems and events that fill the room.
Where Connections Make Waves
Why attend
The 2027 Gradient Summit is built around the four pillars of Tactical Coaching, so you’ll spend three days by the ocean strengthening every part of your practice with the coaches dedicated to helping you grow.
3Days
3Keynotes
400+Attendees
4Sessions
Sales
Catch the right swells.
Convert prospects and close with confidence through a refined sales process, better presentations and follow-up that keeps momentum going.
Operations
Build a better board.
Design the workflows, technology and team structure that help your office scale efficiently.
Leadership
Lead the lineup.
Develop your team, set a clear vision and plan for the future of the business you’re building.
Your backdrop for the week
Surf culture, sunshine and the Pacific at your doorstep. Huntington Beach lives and breathes the waves, making it the perfect place to catch momentum for the year ahead.
Featured keynote speakers
From industry insight to stories of perseverance, hear from people who know how to ride every wave.
Agenda
Three days, one unforgettable setting. Schedule subject to change.
Exclusive to the Top 50 Qualifiers
Gradient Summit Reserve
You earned your spot at the front of the lineup. Arrive early, choose your adventure and settle in by the ocean before the Summit begins.
Tuesday, Jan. 12Wednesday, Jan. 13
Wednesday, Jan. 13
Bike Tour
Cruise the coast like a local on a guided bike or e-bike ride, with ocean views, beachside scenery and a few fun facts from your guide along the way.
Wednesday, Jan. 13
Surf Lessons
Ride your first wave or sharpen your skills in a two-hour private lesson with a local pro. Instruction is personalized and safety-focused, and all equipment is provided. Just bring your swimsuit!
Wednesday, Jan. 13
Dolphin & Whale Watching Cruise
Set sail with Newport Landing during gray whale migration season and watch for whales, dolphins and other marine life along the Southern California coast.
Awards Dinner · Thursday, January 14
Celebrations
Beneath the Waves
Take the plunge into an evening under the sea. We’ll honor the year’s top performers at the Awards Dinner and Presentation, then stay below the surface for an after-hours celebration.
- Pre-Awards Reception
- Awards Ceremony
Attire inspiration
Suggested Attire: Cocktail attire inspired by the deep. Think ocean blues, sea-glass greens, pearl accents and a little shimmer.
The Location
Hyatt Regency Huntington Beach Resort & Spa
Surf City USA, steps from the sand. Pacific views, sunset terraces, a full-service spa and resort pools make the perfect backdrop for three days of ideas and connections.
- Oceanfront views along Pacific Coast Highway
- Walkable to the Huntington Beach Pier and downtown
- About 45 minutes away from Los Angeles International Airport (LAX)
Qualification period: Jan. 1–Sept. 30, 2026
Ride the Wave You Built
Your 2026 Trip Qualifying Production (TQP) determined how you ride into Huntington Beach. Every qualifying trip includes:
- Roundtrip airfare and airport transfers on group dates
- Two hotel nights during group dates
- Admission to the business meeting, keynote speakers, tradeshow and social events
- Hosted group meals and beverages
Catch the Swell
$3 million+in TQP
You earned your trip to the 2027 Gradient Summit.
Big Wave
$10 million+in TQP
You earned your trip, plus $1,000 toward a room upgrade or a guest/spouse buy-in.
Gradient Summit Reserve
Top 50advisors by TQP
You earned your trip, plus a spot at Gradient Reserve and an extra hotel night. Your airfare and transfers move with your early arrival, and your guest’s trip, airfare included, is on us. Paddle out a day early and catch the first waves of the week.
TQP credit varies by product type. See the full production and premium crediting schedule in AdvisorTrack.
Our sponsors
With thanks to the partners making the 2027 Gradient Summit possible.
Ride the wave
Take a 30-second break. Surf toward Huntington Beach, collect opportunities and dodge the paperwork.