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JONATHAN BARNETT
JONATHAN BARNETT

Details 

Jonathan Barnett knows of what he speaks. Starting in the financial services industry in 1973, he soon proved himself by placing in the top 10% of financial advisors in a major wirehouse, eventually becoming regional director.

TRAVELS FROM: New York

FEE CATEGORY: A ($5k or Less)

   

MICHAEL BECK
MICHAEL BECK

Details 


Michael Beck is president and founder of Exceptional Leadership, Inc. Michaels background enables him to help leaders broaden their strategic thinking, adopt new perspectives, and create a stronger executive presence. His industry expertise includes construction, international development, restaurant, franchising, legal, and insurance.

TRAVELS FROM: Oregon

FEE CATEGORY: A ($5k or less)

   

JOHN BOE
JOHN BOE

Details 


John Boe presents a wide variety of motivational and sales-oriented keynote/breakout session/seminar programs for sales meetings and conventions. When you book John for your next sales meeting or convention, you get a nationally recognized author, sales trainer and business motivational speaker with an impeccable track record in the meeting industry.

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

BRAVE NEW WORKSHOP
BRAVE NEW WORKSHOP

Details 


Let the Brave New Workshop's corporate entertainment professionals make your next event memorable and FUN! Their custom-researched and written comedy reinforces and celebrates your corporate message. For over 40 years, Brave New Workshop's world-renown improvisation has educated and delighted corporate audiences around the globe.

TRAVELS FROM: Minnesota

FEE CATEGORY: B ($5.5-10k)

   

MARCIE CALLAN
MARCIE CALLAN

Details 


Marcie Callan is a marketing specialist has significant experience in marketing for accounting, insurance and professional services firms. She provides the tools and counsel needed by large and small services-related businesses that will allow them to significantly increase their bottom line by driving customers to their businesses.

TRAVELS FROM: Pennsylvania

FEE CATEGORY: A ($5k or less)

   

STEFF CHALK
STEFF CHALK

Details 


Steff C. Chalk is founder and president of CHALK 401(k) Advisory Board, Inc. Since 1995 CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $10 billion of retirement plan assets. Mr. Chalk has over 25 years experience in the financial industry and has also served as consultant to a global consultancy and Fortune 500 Companies.

TRAVELS FROM: Ohio

FEE CATEGORY: A ($5k or less)

   

BILL CONERLY
BILL CONERLY

Details 


Dr. Bill Conerly is the consultant who connects the dots between the economy and business decisions. He holds a Ph.D. in economics from Duke University and was formerly Senior Vice President at First Interstate Bank. Dr. Conerly is author of Businomics: From the Headlines to Your Bottomline—How to Profit in Any Economic Cycle, which provides business leaders with a framework for understanding current economic news.

TRAVELS FROM: Oregon

FEE CATEGORY: A ($5k or less)

   

CHUCK COTE'
CHUCK COTE'

Details 


Chuck Cote' is a professional speaker, author and business advisor who inspires people to expect the best and take responsibility for getting it! Chuck rekindles passion and dedication - both personally and professionally - with his enthusiasm, insights and proven strategies for succeeding in today's world. People who work with him or attend one of his presentations are more focused, more passionate, more effective, and more committed.

TRAVELS FROM: Michigan

FEE CATEGORY: A ($5k or less)

   

ROBERT DEDERICK
ROBERT DEDERICK

Details 


Robert G. Dederick is Economic Consultant to The Northern Trust Company, Chicago, where he previously was Executive Vice President and Chief Economist. Mr. Dederick served in the first Reagan Administration as Under Secretary of Commerce for Economic Affairs.

TRAVELS FROM: Illinois

FEE CATEGORY: A ($5k or less)

   

STEVE DROZDECK
STEVE DROZDECK

Details 

Since 1974, Steven Drozdeck has researched the top producers in the financial services industry, identified their unique characteristics, and trained over 50,000 professionals in consultative sales and management strategies. His talks are a blend of pragmatic sales ideas, advanced communications techniques, and motivating, fun-filled demonstrations.

TRAVELS FROM: Utah

FEE CATEGORY: A ($5k or less)

   

DAVID DRUCKER
DAVID DRUCKER

Details 

David J. Drucker has more than 25 years of experience in the financial services industry. He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries. David helps advisors prepare their practices for succession, including helping them identify and negotiate with potential, well-matched merger/acquisition candidates and showing them how to use strategic technology to improve the profitability of their pre- or post-succession entity.

TRAVELS FROM: New Mexico

FEE CATEGORY: A ($5k or less)

   

JEFF FRANZ
JEFF FRANZ

Details 

Jeff Franz shows financial professionals how to reduce marketing costs while increasing revenues through seminar selling. He specializes in providing training, consulting and coaching services for the financial professional. Jeff has designed and delivered comprehensive training programs on seminar and worksite selling for more than 2,500 financial professionals and has delivered presentations on the financial seminar industry to over 5000 financial professionals.

TRAVELS FROM: Arizona

FEE CATEGORY: A ($5k or less)

   

KATHRYN GARNETT
KATHRYN GARNETT

Details 

Kathryn Garnett has developed and presented seminars and workshops throughout the United States and Canada on all aspects of Life and Retirement Planning. Her workshops encompass the many facets of planning for a rich future - from financial, lifestyle and spiritual standpoints.

TRAVELS FROM: Washington

FEE CATEGORY: A ($5k or less)

   

DAVID GOLDMAN
DAVID GOLDMAN

Details 


David Goldman is one of the most unique and original speaker/entertainers in America. He is the creator, producer and voice of The Laughing Stockbroker Show at ABCNews.com, one of the world's leading providers of financial information on the worldwide web. His insights into preparing for your financial future, gleaned from years of experience as a stockbroker and financial consultant, and as an executive with The Sharper Image and Danskin, have improved the financial lives of thousands of people and companies thoughout the country.

TRAVELS FROM: Minnesota

FEE CATEGORY: A ($5k or less)

   

DENNIS HABER
DENNIS HABER

Details 


Dennis Haber is one of the leading originators of reverse mortgages in the State of New York. He is an attorney, Certified Senior Advisor (CSA) and Executive Vice President of Senior Funding Group in Hicksville, NY. His book, Piggy Bank Your Home For A Better Today & Tomorrow makes reverse mortgages easy to understand

TRAVELS FROM: New York

FEE CATEGORY: A ($5,000 or less)

   

LEITA HART-FANTA
LEITA HART-FANTA

Details 

Leita Hart-Fanta makes finance and auditing fun and easy. She converts the complex topics of accounting, finance, auditing, and strategic planning into information that professionals can absorb and use.

TRAVELS FROM: Texas

FEE CATEGORY: A ($5k or less)

   

KAREN HENDERSON
KAREN HENDERSON

Details 

Karen Henderson is a well-known and respected educator, speaker, writer, publisher, media commentator and consultant in the field of long term care for the elderly who has spoken across Canada and in the U.S. As part of the Caregiver Consortium, she co-created and co-produced Caregiving with June Callwood, a 13-part TV/video series on aging and caregiving and The Aging and Caregiving Resource Guide.

TRAVELS FROM: Ontario, Canada

FEE CATEGORY: A ($5k or less)

   

ANGIE HOLLERICH
ANGIE HOLLERICH

Details 

Training in corporations and presenting at conferences, Angie Hollerich's down-to-earth style immediately engages her audiences and totally energizes them with her fun, interactive presentations and programs.

Angie has taken her life experiences, “good and bad”, and developed thought-provoking programs that allow the participant to recognize their ability to overcome any obstacle that gets in their way.

TRAVELS FROM: Ohio

FEE CATEGORY: A ($5,000 or less)

   

MEAGAN JOHNSON
MEAGAN JOHNSON

Details 

In 1998 Meagan Johnson was already an experienced professional speaker and trainer, delivering seminars across North America. A Gen-Xer herself, Meagan began to hear a consistent complaint among her clients about the wide GAP between the Baby-Boomer/Traditional Generation bosses, and the Generation-X and New Millennium Generation employees coming into the workforce.

TRAVELS FROM: Arizona

FEE CATEGORY: A ($5,000 or less)

   

HARRY K. JONES
HARRY K. JONES

Details 


A straight-forward, "tell-it-like-it-is" approach to current issues coupled with more than 30 years of management and leadership experience makes Harry K. Jones a dynamic and much sought-after professional speaker. As a keynote speaker and seminar speaker, Harry has been aptly described as "motivational," "keenly insightful," "down-to-earth" and "profoundly humorous."

TRAVELS FROM: Michigan

FEE CATEGORY: A ($5k or less)

   

SANFORD KAHN
SANFORD KAHN

Details 


Sanford Kahn has been an economic/business author and speaker for 30 years. He was also the host and producer of the popular Times Mirror cable vision program “Ask the Economist”. He has authored many articles dealing with the impact of future economic trends on both individuals and businesses.

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

CARRIE KELLEHER-ARDELEAN
CARRIE KELLEHER-ARDELEAN

Details 

Carrie Kelleher Ardelean is currently President and CEO of Kelleher & Associates. K&A is a professional services and consulting firm specializing in non-profit operations and campaign management. Carrie's experiences included the following: Candidate for U.S. Congress, Economic Researcher for the Federal Reserve Bank, Program Director for the Richard B. Johnson Center for Economic Study at Southern Methodist University, Executive Director of the nation's largest taxpayer advocacy organization and Political Consultant to local and national campaigns for issue advocacy and candidacy.

TRAVELS FROM: Texas

FEE CATEGORY: A ($5k or less)

   

FRANK KING
FRANK KING

Details 


You can re-tell his jokes at the water cooler and not be sued for sexual harassment or be forced to take diversity training. Proving time and again that funny doesn’t have to be blue. Wanna laugh? Book Certified Speaking Professional, Frank King. His corporate comedy is clean, clever, and customized to your group, industry, and/or event.

TRAVELS FROM: Washington

FEE CATEGORY: A ($5k or less)

   

MICHAEL KITCES
MICHAEL KITCES

Details 

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $500 million of client assets. He is an active writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more.

TRAVELS FROM: Maryland

FEE CATEGORY: A ($5k or less)

   

RICHARD KORETO
RICHARD KORETO

Details 


Richard Koreto is editor-in-chief of Wealth Manager magazine and author of Run It Like a Business: Top Financial Planners Weigh In on Practice Management. For his work on the financial-planning.com website he won the Gold Award from the American Society of Business Publication Editors.

TRAVELS FROM: New York

FEE CATEGORY: A ($5k or less)

   

MICHAEL LOVAS
MICHAEL LOVAS

Details 


Michael Lovas is the “Father of Credibility Marketing.” He’s also the author of eight books, three columns, and a thousand articles on Professional Credibility and Psychological Selling in the financial industry. He hosts two online radio shows and is a powerful, inspiring speaker.

TRAVELS FROM: Washington

FEE CATEGORY: A ($5k or less)

   

JULIAN LOWENTHAL
JULIAN LOWENTHAL

Details 


Julian Lowenthal is author of Survival Skills in Financial Services Strategies for Turbulent Times, a book that examines the impact of industry change forces on financial services professionals and provides key tools and techniques to help people working in or selling to the industry improve their effectiveness.

TRAVELS FROM: Connecticut

FEE CATEGORY: A ($5k or less)

   

GEORGE LUDWIG
GEORGE LUDWIG

Details 


George Ludwig developed his 'Power Selling Process' and the 'Double Your Income Power Seminars' after 20 years of researching the most successful sales strategies in the world. He walked the tough walk of the salesman. He observed the best of the best of the best in action. He prospered. And he made a commitment to share his insights with others.

TRAVELS FROM: Illinois

FEE CATEGORY: A ($5k or less)

   

JOE LUKACS
JOE LUKACS

Details 

In 1994, Joseph founded International Performance Group Inc, an international professional coaching company. Joseph specializes in working with financial advisors in such areas as, profitable business growth, business planning, business relationships, client development, client retention, goal setting, motivation, and communication.

TRAVELS FROM:

FEE CATEGORY:

   

JENIFER MADSON
JENIFER MADSON

Details 

Jenifer Madson is a nationally renowned Financial Success Coach, and the author of the award-winning bestseller, A FINANCIAL MINUTE: From Money Madness To Financial Freedom, One Minute At A Time! She has brought her unique brand of financial wisdom to television and radio programs across the country.

TRAVELS FROM: Colorado

FEE CATEGORY: A ($5.5k or less)

   

BURT MEISEL
BURT MEISEL

Details 


Burt Meisel shows insurance agents how to use the information they already know in the most profitable fashion. His informative topics range from how to conduct a meeting to understanding how to sell clients by dissecting the information to an ultimate simplicity.

TRAVELS FROM: Michigan

FEE CATEGORY: A ($5k or less)

   

BILL MELLBERG
BILL MELLBERG

Details 


Bill Mellberg is a political humorist, presidential impersonator, speaker, entertainer, motivator and more. He is also a widely read aerospace writer and historian, as well as a former jetliner salesman.

TRAVELS FROM: Illinois

FEE CATEGORY: A ($5k or less)

   

ROBERT MILES
ROBERT MILES

Details 


Robert P. Miles is an internationally renowned author, speaker, and Warren Buffett expert. Pursued by journalists and media moguls on just about each and every move that Mr. Buffett makes, Robert is not only a long-term shareholder of Berkshire Hathaway {nyse:BYKA / BRKB], he also has had the great honor of getting to know Warren Buffett, the man and the remarkable wealth-building strategist.

TRAVELS FROM: Florida

FEE CATEGORY: A ($5k or less)

   

EDIE MILLILGAN
EDIE MILLILGAN

Details 


Edie Milligan brings her down-to-earth message of financial struggles, strategies and successes to audiences across the country. As the nation's leader in combining the best practices from the fields of social work and financial planning, Edie motivates and entertains audiences in ways that no other financial speaker can. She has been featured in Money Magazine, Family Circle, Women's Day, Good Housekeeping, EAPA Exchange, Hr Exec and has been interviewed on CNBC, CNNfn and numerous radio talk shows.

TRAVELS FROM: Ohio

FEE CATEGORY: A ($5k or less)

   

ED MORROW
ED MORROW

Details 


An international speaker and consultant, Ed Morrow most recently spoke to 4,000 financial advisors in China. His firm, Financial Planning Consultants, has been providing marketing and practice management assistance to financial advisors since 1969.

TRAVELS FROM: Ohio

FEE CATEGORY: B ($5.5-10k)

   

KEVIN O'CONNOR
KEVIN O'CONNOR

Details 


Kevin O'Connor is a professional speaker, trainer, and corporate consultant who specializes in person-to-person skill building and the art of leadership. He specializes in leadership training for financial professionals. Kevin works especially well with highly training professionals who need current and advanced training in the use of leadership and interpersonal skills.

TRAVELS FROM: Illinois

FEE CATEGORY: B ($5.5-10k)

   

JIM OTAR
JIM OTAR

Details 


Jim Otar is a financial planner, a professional engineer, a chartist, a financial writer and founder of retirementoptimizer.com. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002. Jim’s expertise stems from applying his engineering and technical analysis background to retirement planning. He is the Author of High Expectations & False Dreams – One Hundred Years of Stock Market History Applied to Retirement Planning. He gives seminars and workshops in Advanced Retirement Planning.

TRAVELS FROM: Canada

FEE CATEGORY: A ($5k or less)

   

JOSH PATRICK
JOSH PATRICK

Details 

Josh Patrick specializes in working with closely held business owners on a variety of concentrated issues that are unique to owners of private firms. Josh is experienced in risk assessment, cash flow planning, investment planning, retirement plan design, estate planning, succession planning and family business strategies-all for the benefit of the private business owner.

TRAVELS FROM: Vermont

FEE CATEGORY: A ($5k or less)

   

RUSS PEAK
RUSS PEAK

Details 



Russ Peak is a nationally recognized entertainer and speaker who knows how to take your audience beyond the limits of their imagination. He does this with interactive performances of extraordinary mental feats, mind-boggling magic, incredible demonstrations of hypnosis, and a high-energy motivational message that is all blended together with side-splitting dose of comedy!

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

LOYD RAWLS
LOYD RAWLS

Details 

Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely held, capital-intensive family businesses throughout the country. Loyd is a frequently requested speaker by local, state and national organizations.

TRAVELS FROM: Florida

FEE CATEGORY: A ($5k or less)

   

STEVE ROBICHAUX
STEVE ROBICHAUX

Details 

Steve Robichaux is a versatile consultant that specializes in organizational development, human resource management and management training, as well as jury consultation and focus groups. He can provide his clients with a variety of on-site consulting and training experiences.

TRAVELS FROM: Louisiana

FEE CATEGORY: A ($5k or less)

   

ROSEMARIE ROSSETTI
ROSEMARIE ROSSETTI

Details 


Rosemarie Rossetti, Ph.D. is a powerful, internationally known speaker, trainer, consultant, writer, and publisher who walks her talk. On June 13, 1998 Rosemarie's life was transformed when a 3 1/2 ton tree came crushing down on her. Her life was changed in that instant! Paralyzed from the waist down with a spinal cord injury, Rosemarie looked deep within herself and found new strength and new resolve. In her keynote speeches, she shares the lessons she has learned since that fateful day.

TRAVELS FROM: Ohio

FEE CATEGORY: A ($5k or less)

   

DEBRA SCHMIDT
DEBRA SCHMIDT

Details 


Debra J. Schmidtis known as “The Loyalty Leader®.” She helps companies boost profits by leading the way to greater customer, employee and brand loyalty.

TRAVELS FROM:

FEE CATEGORY:

   

DON SILVER
DON SILVER

Details 


Don Silver is a personal finance columnist, writer, editor and the author of eight highly praised books. As a regular ongoing columnist on Quicken.com's Retirement Channel and Mircrosoft's MoneyInsider, Silver wrote about important personal finance and retirement topics with a wry sense of humor.

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

WILLIAM STAATS
WILLIAM STAATS

Details 


Dr. William F. Staats is a member of the faculty at the Graduate School of Banking at LSU. He is also a member of the faculty of the LSU Executive Program, and he serves on the faculty of several state banking schools as well as the American Bankers Association Graduate School of Compliance Management. Dr. Staats is a director of the Farm Credit Bank of Texas, a $9.1 billion agricultural lending network.

TRAVELS FROM: Louisiana

FEE CATEGORY: A ($5k or less)

   

ROBERT STRONG
ROBERT STRONG

Details 


Robert Strong has been captivating audiences since 1985 with amazing magic, breathtaking juggling and outrageous comedy. He now tours internationally, not only as a successful entertainer, but also as a director. He coaches variety artists and corporate executives on how to improve their "performance skills".

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

RON SURZ
RON SURZ

Details 


With more than 30 years experience in the investment industry, Ron Surz's original research has been published in numerous professional journals such as Journal of Investing, The Journal of Portfolio Management, The Financial Analysts Journal, and The Journal of Performance Measurement. Ron is the leading authority in performance analytics , especially performance attribution. Ron receives standing ovations, consistently high marks and is occasionally hoisted upon the shoulders of his peers and devout followers.

TRAVELS FROM: California

FEE CATEGORY: A ($5k or less)

   

DON TRONE
DON TRONE

Details 


Don Trone is the CEO of Fiduciary360, which coordinates the resources of the Foundation for Fiduciary Studies; the Center for Fiduciary Studies, which operates in association with the University of Pittsburghs Katz Graduate School of Business; and, Fiduciary Analytics which develops web-based tools to support the decision making process of investment fiduciaries.

TRAVELS FROM: Pennsylvania

FEE CATEGORY: A ($5k or less)

   

RICK WEMMERS
RICK WEMMERS

Details 


Rick Wemmers is a 26-year business development veteran and nationally recognized expert in helping banks see and capture new opportunites for sales and profits. With an extensive and varied banking background, Rick provides memorable, real world, experiences in the use of business development tools and tactics.

TRAVELS FROM: Georgia

FEE CATEGORY: A ($5k or less)

   


 
 

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Economist

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Technology

Allyson Lewis
Motivator & Educator


HOT FINANCIAL SPEAKERS FOR 2007
Joining Our Line-up of Speakers

Michael Broome - Leadership expert, his topic Be a People Power Person!: Leadership, Service, and Teamwork is a sure winner with any crowd.

Marcie Callan - Marketing specialist and creator of the "Do It Yourself" Marketing audio program.

Kevin Carroll - Professional speaker, trainer and facilitator. His passion is helping his clients think creatively and communicate persuasively.

Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

 

 

 

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

Bob Harrer - Author of The San Andreas is Not My Fault. Presentation topic: Networking without a Net.

Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

 


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