The host agency announced a number of technology updates at its CoNexion conference. (Source: oselote/Adobe)
Nexion unveiled a substantive slate of enhancements for its member agencies during its CoNexion 2026 conference in Austin, Texas, including the Business Growth Club for top-producing agency owners and a considerable number of technology initiatives.
Business Growth Club
The debut of the year-long Business Growth Club brought together 38 top Nexion agency owners, all of whom have attained Nexion’s Circle, Summit or Pinnacle of Excellence status, for an experience that included “expert coaching, peer collaboration and accountability,” Nexion said.
“The launch comes as Nexion has seen an 82% increase in the number of members reaching these top production levels over the past reporting period from July 1, 2025, to June 30, 2026, the host agency added.
The program features four components: Define Your Destination, Identify the Roadblocks, Create the Route and Take the Wheel.
“Successful agency owners often reach a point where growth requires them to think differently about their business,” said Nexion President Jackie Friedman, who announced plans to retire in September 2027.
myNexion
“Long the operational hub for Nexion members, myNexion has been rebuilt on a new technology foundation designed for greater speed and ease of use, while supporting deeper integrations, automation and AI capabilities over time,” Nexion said. “The new myNexion brings important business information and actions forward, including financial reminders, key actions and progress toward Nexion’s Excellence recognition levels.”
OurNeighborhood
“OurNeighborhood tackles a different challenge: making Nexion’s information, resources and community easier to access. The new digital home brings together Nexion news, partner information and promotions, education, events, marketing resources and community content,” the host agency said.
“AI-powered search and discovery will allow members to ask questions naturally and surface relevant information from across OurNeighborhood without needing to know where it lives. The goal is simple: ask Nexion instead of hunting through Nexion.”
Client Builder
The new Client Builder provides advisors with “new prospecting capabilities to Nexion members, expanding marketing support from client engagement to acquisition.”
“For Nexion members, Client Builder provides a turnkey way to reach prospective customers through targeted direct mail. Members can select professionally designed materials, customize their messaging and choose the audiences they want to reach,” the company said.
Furthermore, Client Builder launched on demand, providing advisors with the opportunity to capitalize on time-sensitive initiatives as well as full-scale campaigns.
“Our members are independent business owners, but being independent doesn’t mean doing everything on your own,” Friedman said. “We’re continually looking for ways to give Nexion members an advantage, whether that’s through marketing, technology, education or the strength of our community. It all comes back to helping advisors build stronger, more profitable businesses.”
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