Marketing Meeting 2025 brought together the M Community in Scottsdale, Arizona, from October 12–15 for three days of education, connection, and celebration.
More than 480 members of the M Community, including principals, marketers, and members of the M Team, as well as representatives of M’s carrier and strategic partners, attended Marketing Meeting 2025. With the theme of “Inspiring Tomorrow,” the meeting focused on planning strategies for the complexities — and opportunities — envisioned for success now and in the future.
The meeting opened Sunday evening, October 12, with a special welcome reception for members of our Magnet professional development program and, new this year, a legacy reception for members of the M Community who have been with the organization for 25 years or longer. A lively balloon fiesta welcome reception followed for all attendees, offering a nod to Scottsdale’s long tradition of hosting major hot air balloon festivals in the surrounding Sonoran Desert.
Russell Bundschuh, M Financial’s President & CEO, opened the first full day of programming on Monday morning with a comprehensive update on M’s many achievements over the past year and the ongoing activities to further transform the company for growth.
“M is in an extremely strong position right now. We have accelerated momentum, our financials are solid, our operating margins are increasing, and our growth is higher than it's been in over a decade. We have employee talent that is truly world class. And our Member Firm producers and support teams are the most professional, most sophisticated, and most capable out there, “Bundschuh said. “We now have a foundation built on new technologies, and our operational environment is more stable than it’s been in a very long time. There is still much to do, but we have now ‘earned the right to grow.’”
Mainstage speakers included Kathleen Burns Kingsbury, a celebrated women and wealth expert, author, and coach; Zack Kass, a futurist and former head of go-to-market at OpenAI; Paul Irving, an author and expert on the future of aging; and Jason Dorsey, a generational researcher, author, and advisor who closed Marketing Meeting 2025 with an engaging, high-energy, and interactive experience for attendees.
Led by many of the industry’s top thought leaders, more than 20 breakout sessions covering a variety of planning topics and strategies, including PPLI, international, wealth management integration, retirement, and premium finance, offered attendees a broad spectrum of opportunities and takeaways to elevate their businesses.
Marking Meeting 2025 closed with a final night closing reception themed “Cactus & Cabernet,” where attendees gathered for a desert-inspired evening filled with positive energy and celebration.
Feedback from attendees about their experience at Marketing Meeting 2025 was overwhelmingly positive.
“Best meeting in the last 20 years,” noted Bill Waxman, a Principal at Mack Financial Group, Inc. in Austin, Texas. “Guest speaker topics were relevant with very useful information.”
“It was a great mix of content and opportunities to connect,” wrote Principal Jac Balinbin of Member Firm Kibble & Prentice in Seattle, Washington. “I appreciated the attention to detail and the welcoming, knowledgeable support team.”
“An excellent event, per usual,” wrote Antoinette Harper of M Member Firm MullinTBG in Newport Beach, California. “The keynote speakers were especially great. I particularly enjoyed Kathleen Burns Kingsbury and her perspective on working with women.”
The next Marketing Meeting will be held October 18–21, 2026, at The Gaylord Texan Resort & Convention Center in Dallas, Texas.
About M Financial Group
With more than 140 Member Firms across the United States and in the United Kingdom, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
For more information, please contact M Financial's Marketing & Communications team at communications@mfin.com.
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