Educational Sessions
To view session descriptions and speakers, click on the session’s title.
| Time | Session Details | |
|---|---|---|
| 11:30 AM – 12:30 PM |
Building Alliances: How to Get IOUs from CPAs You know that creating relationships with like-minded complementary service professionals is important… but you don’t know HOW to do it! Discover HOW NOW — Brandon created a unique turnkey system to generate a steady stream of referrals to his business by way of CPAs and no longer has to prospect by way of seminars! Speaker
|
|
| 11:30 AM – 12:30 PM |
Peak Performance: How to Increase Your Business by 80 Percent in 8 weeks Some of the transferable techniques you will gain as a result of hearing this program are:
Kerry Johnson, MBA, Ph.D. is an international speaker and a best-selling author. Speaker
|
|
| 11:30 AM – 12:30 PM |
Clear Your Roadblocks A recent survey revealed that most financial advisors agree with value added selling but most fail to explore the hidden sales opportunities with their clients. This presentation will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks to YOUR Income, Vision & Business Planning, Time Management, Delegation, Referrals, High Net Worth Clients, Product Specialization, Niche Marketing, Client Segmentation and More. Speaker
|
|
| 2:45 PM – 3:45 PM |
Headline: Consumer Disclosure Law Changing Face of Long Term Care Funding NCOIL’s Life Insurance Consumer Disclosure Model Law requires life insurance companies to disclose to policy owners alternative options instead of lapse or surrender. These mandated options provide consumers multiple alternatives to use a life insurance policy to pay for expensive long term care services. Speakers
Moderator
|
|
| 2:45 PM – 3:45 PM |
Time to Win The Retirement Guys, Nolan Baker and Mark Clair grew their Assets Under Management by $25,000,000 in 2010; during their breakout session they will share 3 keys to dominate your market with a brand, free media, and how to explode results in a 100 day campaign. Speakers
|
|
| 2:45 PM – 3:45 PM |
The Third Tax Free Investment Vehicle We all know about Roth’s, and Muni’s – but what if your client does not qualify for the Roth (or thinks the allowable deposits are too small), and doesn’t like the climate (nor low yields) of municipal bonds. David Schlossberg shows you how to present the third tax free option to your clients and prospects. Gain a better understanding of how to maximize the use of life insurance as a tax advantaged investment vehicle, and how to communicate its value. Speakers
|
|
| 4:00 PM – 5:00 PM |
Seminar Success Are you one of those advisors who uses seminars as a part of your practice but don’t really feel like your getting the most out of the time and money you put into it? Worry no more because former advisor of the year Stefanos Loisou will walk you through a step-by-step blueprint for seminar success. Speaker
|
|
| 4:00 PM – 5:00 PM |
Advisor 2.0 Discover how to use the latest technologies to help educate, inform and interact with your prospects, clients and community. Virtually bring the nation’s leading financial experts to your workshops, have client questions answered by major media outlets, on-demand and interact with your prospects and clients (and their friends) through a click of button, no matter your location. Become an Advisor 2.0 and watch your business go one way—up! Speaker
|
|
| 4:00 PM – 5:00 PM |
The Power of a Tax-Free Retirement…Now That’s Sexy! Outspoken advisor Bill Spar likes to tell is like it is. With more than 600 clients in the diverse markets of Phoenix, Los Angeles and Las Vegas, Spar does not fit into any advisor stereotypes. And his engaging session breaks the mold as well, as he explains how he’s “bringing sexy back” to the world of life insurance. Speaker
|
| Time | Session Details | |
|---|---|---|
| 10:00 AM – 11:00 AM |
Diversify Your Marketing Portfolio What sets you apart is not who you know, but who knows you! Learn how to put to put the marketing systems in place and create the urgency that gets prospective clients to take action. Multiple marketing irons in the fire leads to one hot brand! Speaker
|
|
| 10:00 AM – 11:00 AM |
The ABC’s to Growing Your Firm…Attract Better Clients In order to successfully grow, even explode, your business you must concentrate on the basics: attracting the right kind of prospect who’s in the right frame of mind. More than 70% of the prospect to client conversion can be done before anyone ever steps foot in your office… if you have the right message. And when they’re there, simply and systematically get them to “buy you” and become a long-lasting client. By doing more in your community you can Attract Better Clients and dramatically grow your business. Speaker
|
|
| 10:00 AM – 11:00 AM |
Minding Your P’s and Q’s Prospects are the lifeblood to any advisor’s practice and no advisor understands that fact more than Michael Ham. In this lively session, Ham breaks down prospecting and qualifying success to three universal rules. Join us to find out what they are. Speaker
|
