Hargrove Firm was proud to sponsor and attend Mariner Wealth Advisors’ 2026 National Advisor Meeting, where our team spent time connecting with advisors from across the country. As an ongoing partner since 2024, this conference is an important part of how we continue to invest in the advisor relationships we serve every day.
With more than 1,200 Mariner advisors in attendance—many of whom we’ve already worked with on estate plans, and many we look forward to supporting in the future—the event was an energizing opportunity to learn, share, and strengthen connections.
One of the most impactful aspects of the National Advisor Meeting was the opportunity to engage directly with Mariner advisors from all over the country. These are professionals who work closely with their clients to navigate complex financial and estate planning needs, and hearing firsthand what they’re seeing in practice is invaluable.
Throughout the conference, our team had thoughtful conversations with advisors about the evolving estate planning needs of today’s clients, common questions and concerns clients raise around legacy planning, and how advisors can better integrate estate planning into holistic financial strategies. Advisors also shared where friction still exists in the estate planning process and what an ideal client experience looks like.
In response, we discussed how Hargrove Firm’s tech-enabled law firm model helps address those challenges—combining attorney-led guidance with modern estate planning technology to reduce complexity, improve efficiency, and deliver a more seamless experience for advisors and their clients, without compromising legal quality.
Jessi Konrad, one of Hargrove Firm’s Senior Advanced Planning Attorneys who attended the event, shared: “Collaboration between advisors and estate planning attorneys is absolutely critical. When we work closely together, clients receive clearer guidance, smoother implementation, and ultimately far more confidence in their estate plans. That kind of alignment makes a real difference for families.”
There’s something especially meaningful about connecting in person with advisors we’ve been supporting for years. The conference allowed us to put faces to names, answer questions in real time, and deepen relationships that have been built virtually.
Alex Hargrove, CEO of NetLaw, who also attended the event, reflected on the experience: “The energy throughout the event was contagious. From networking sessions to informal conversations, it was clear how passionate Mariner advisors are about serving their clients, and how aligned we are in that shared mission. When advisors, Hargrove Firm attorneys, and NetLaw’s estate planning technology come together, we’re able to support clients more efficiently and more holistically, and these conversations reinforced just how impactful that collaboration can be.”
We deeply value our ongoing partnership with Mariner Wealth Advisors and are proud to serve as one of their estate planning partners. Attending the National Advisor Meeting each year is an important opportunity to continue building that relationship—supporting advisors we’ve worked with for years while introducing others to Hargrove Firm, our attorneys, and the services we offer. This helps ensure advisors understand how we can best support them and their clients, now and as their needs continue to evolve.
Our long-standing partnership has helped Mariner advisors scale estate planning nationwide—a collaboration highlighted in a case study illustrating how Mariner Wealth Advisors has successfully expanded their estate planning offering to clients by partnering with Hargrove Firm and NetLaw.
Attending the Mariner Wealth Advisors National Advisor Meeting reinforced how important it is for us to be present where our partners are. Conferences like this allow us to listen, learn, and continuously improve how we support advisors and their clients.
We’re excited to attend more conferences throughout the year as part of our commitment to strengthening advisor relationships and staying closely connected to the needs of the professionals we serve. These in‑person interactions help shape how we evolve our services, refine our technology‑enabled model, and deliver even greater value.
Hargrove Firm remains deeply committed to supporting financial advisors with high‑quality, efficient, and collaborative estate planning solutions. By combining experienced estate planning attorneys with groundbreaking technology, we help advisors confidently deliver estate planning as part of a comprehensive client experience.
If you’re an advisor interested in learning more about how Hargrove Firm partners with advisory firms to support their clients’ estate planning needs, we’d love to connect.
Get in touch with Hargrove Firm to learn how our tech‑enabled law firm model can support you and your clients.