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BARRY ASMUS, PhD
BARRY ASMUS, PhD

Details 

Dr. Barry Asmus speaks, testifies, writes and consults on political and business issues facing America. He was named by USA Today as one of the five most requested speakers in the United States.

TRAVELS FROM: Arizona

FEE CATEGORY: C ($10.5 to 15k)

   

BEN BALDWIN
BEN BALDWIN

Details 

Ben Baldwin, president and owner of a RIA firm, is a nationally known speaker and writer in the area of Variable Universal Life Insurance. He is involved in financial education, consulting, and planning for corporate and individual clients. Ben has conducted numerous in-house educational seminars on financial and retirement planning, risk management and life insurance for corporations and major accounting firms.

TRAVELS FROM: Illinois

FEE CATEGORY: B ($5.5-10k)

   

MARK BLUMENTHAL
MARK BLUMENTHAL

Details 

Mark Blumenthal is the Chairman of Family Office Services group and Senior Real Estate and Private Equity/Venture Capital Tax Partner with a leading CPA/Consulting firm. He serves as a strategic advisor to affluent families, family offices, mature private businesses and private equity/venture capital funds.

TRAVELS FROM: Illinois

FEE CATEGORY: B ($5.5 to 10k)

   

TODD BUCHHOLZ
TODD BUCHHOLZ

Details 


Todd Buchholz lights up economics with a wickedly sparkling wit, says the Associated Press. He recently jousted with James Carville and Ben Stein, and Successful Meetings Magazine named him one of the 21 Top Speakers for the Twentieth Century. He entertains audiences, showing them how to thrive in a chaotic economy, while gearing up for prosperity.

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

JOHN CASLIONE
JOHN CASLIONE

Details 


John A. Caslione is founder, President & CEO of GCS Business Capital, Inc. (GCS), a middle-market mergers and acquisitions (M&A) advisory firm with offices in Chicago (USA), Frankfurt (Germany), Milan, Padua (Italy) and Shanghai (China). GCS assists companies to globalize their businesses, with a special focus on linking US and European businesses with China.

TRAVELS FROM: Chicago

FEE CATEGORY: E ($20.5 to 25k)

   

MARK COLGAN
MARK COLGAN

Details 

As the CEO of Plan Your Legacy LLC, Mark Colgan implements the strategic goals and objectives of the organization as well as gives direction and leadership toward the achievement of the organization's philosophy, mission, strategy, and its annual goals and objectives.

Mark is a sought-after national speaker and trainer for both individuals and professional planners on the topic of legacy planning. His articles have appeared in many national publications and he's been cited in several national media.

TRAVELS FROM: New York

FEE CATEGORY: B ($5.5 to 10k)

   

RICHARD CRONE
RICHARD CRONE

Details 


Richard K. Crone is founder of Crone Consulting, providing payment processing insight to banks, billers, merchants, and investors. Prior to launching his own firm he held senior management positions at Dove Consulting; Edgar, Dunn & Company; and KPMG Consulting (now BearingPoint).

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

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)

   

HARRY S. DENT
HARRY S. DENT

Details 


Harry S. Dent, Jr. is the Founder and President of the H. S. Foundation whose mission is Helping People Understand Change. Using exciting new research developed from years of hands-on business experience, Harry offers a refreshingly positive and understandable view of the future. He is a well-known author and is the Chief Economist of High Street Financial, an investment management firm headquartered in Tampa, FL.

TRAVELS FROM: Florida

FEE CATEGORY: F ($25.5k and higher)

   

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)

   

ROBERT GENETSKI
ROBERT GENETSKI

Details 


Robert Genetski is a popular speaker who entertains thousands of people at conferences and investor meetings around the world each year. He is one of the nation's premier interest rate forecasters and investment advisors, providing insights to economic, financial and investment matters through his own consulting firm.

TRAVELS FROM: Illinois

FEE CATEGORY: B ($5.5-10k)

   

JORDAN GOODMAN
JORDAN GOODMAN

Details 


Jordan E. Goodman is "America's Money Answers Man" and a nationally-recognized expert on personal finance. He is a regular contributor to Public Radio International's The Marketplace Morning Report and is a daily guest on radio and television call-in shows across the country, answering questions on personal financial topics. He appears frequently on NBC's The Today Show, PBS, MSNBC, CNN, CNBC, and Nightline.

TRAVELS FROM: New York

FEE CATEGORY: B ($5.5-10k)

   

STEVE GRESHAM
STEVE GRESHAM

Details 

Steve Gresham began his career in 1980 as a security analyst and portfolio manager for the US advisor to The Central Group of Canada, Ltd. (ASE - CEF). After building a successful investment advisory practice at Advest, Inc., during 1983-87, he managed Advest's mutual fund and managed account businesses through 1991, developing some of the industry's first fee-based accounts, including separately managed accounts, advisor-managed portfolios and non-discretionary, fee-based brokerage.

TRAVELS FROM: Connecticut

FEE CATEGORY: C ($10.5 to 15k)

   

JIM JORGENSEN
JIM JORGENSEN

Details 


Jim Jorgensen can address a wide range of topics and deliver your message in a humorous and motivating way. Nationally known author, host of a nationwide radio show, and radio and television personality he can keep your audience on the edge of their seat. His humor and motivation of how he grew up poor in Omaha with Warren Buffett and how anyone can get rich with a few bucks a day while they take out the garbage has made Jim one of the most sought after speakers in America.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

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)

   

ARTHUR LAFFER
ARTHUR LAFFER

Details 


Arthur B. Laffer, PhD has been widely acknowledged for his economic achievements. He was noted in Time Magazines March 29, 1999, cover story The Centurys Greatest Minds for inventing the Laffer Curve, which it deemed one of a few of the advances that powered this extraordinary century. He was listed in A Dozen Who Shaped the 80s, in the Los Angeles Times on Jan. 1, 1990, and in A Gallery of the Greatest People Who Influenced Our Daily Business, in the Wall Street Journal on June 23, 1989.

TRAVELS FROM: California

FEE CATEGORY: E ($20.5 to 25k)

   

JIM LANGE
JIM LANGE

Details 


James Lange, CPA/Attorney, is one of the top IRA, 401(k), and retirement plan distribution experts in the country, with 27-years of hands-on experience. His recently published book, Retire Secure! Pay Taxes Later (Wiley 2006) was cited by Larry King, Larry King Live, CNN as One of the best books about saving taxes I've ever read. It works!

TRAVELS FROM: Pennsylvania

FEE CATEGORY: B ($5.5-10k)

   

SCOTT MACKILLOP
SCOTT MACKILLOP

Details 


Scott MacKillop is co-founder and president of a consulting firm that works with financial institutions, investment advisors and money management firms to develop, or improve, their managed account or investment consulting capabilities. He speaks frequently to industry gatherings and has authored numerous articles on topics including managed accounts, investment consulting and behavioral finance.

TRAVELS FROM: Colorado

FEE CATEGORY: B ($5.5-10k)

   

DUNCAN MacPHERSON
DUNCAN MacPHERSON

Details 

Duncan MacPherson’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

TRAVELS FROM: Kelowna, BC, Canada.

FEE CATEGORY: C ($10.5 to 15k)

   

ROBERT MILES
ROBERT MILES

Details 


Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway.

TRAVELS FROM: Florida

FEE CATEGORY: A ($5k or less)

   

IAN MORRISON
IAN MORRISON

Details 


Ian Morrison is an internationally known author, consultant, and futurist specializing in long-term forecasting and planning with particular emphasis on health care and the changing business environment. He combines research and consulting skills with an incisive Scottish wit to help public and private organizations plan their longer-term future.

TRAVELS FROM: California

FEE CATEGORY: D ($15.5 to 20k)

   

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)

   

DENNIS MOSELY-WILLIAMS
DENNIS MOSELY-WILLIAMS

Details 

Dennis Moseley-Williams helps many of North America's top financial advisors build profitable and rewarding businesses, prosper in an increasingly competitive marketplace and revitalize their businesses and their lives. Dennis' message, best described as 'client-centered marketing', is a proven system for attracting great clients and for building a great business - for life.

TRAVELS FROM:

FEE CATEGORY:

   

SALLY MULHERN
SALLY MULHERN

Details 


Sally Mulhern received her law degree in 1982 from Cornell Law School, and her undergraduate degree, summa cum laude, Phi Beta Kappa, from Boston College in 1979. She is a founding partner in the law firm of Mulhern & Scott PLLC, with an office in Portsmouth, New Hampshire. Sally concentrates in sophisticated estate planning techniques, is a Fellow of the prestigious American College of Trust and Estate Counsel, and has been selected by her peers as one of Woodward & White's The Best Lawyers in America.

TRAVELS FROM: New Hampshire

FEE CATEGORY: B ($5.5-10k)

   

ALAN PARISSE
ALAN PARISSE

Details 


An expert in dealing with difficult challenges, Alan Parisse helps leaders and professionals address market reversals, rapid change, mergers, layoffs, etc. His presentations include: This Is Your Time, The New Face of a Leader and The Great Salesperson in Changing Times, Shift Into High Gear and Thriving In Turbulent Times.

TRAVELS FROM: Colorado Colorado

FEE CATEGORY: B ($5.5-10k) B=$5.5k to $10k

   

DON REYNOLDS
DON REYNOLDS

Details 

Don Reynolds has personally advised some of the wealthiest families in America. Don has also worked for three of the nations largest brokerage firms. He founded 21st Century Forecasting in 1986, a research company focusing on long term global, economic, demographic, and technology trends.

TRAVELS FROM: Texas

FEE CATEGORY: C ($10.5-15k)

   

MARCI ROSSELL
MARCI ROSSELL

Details 


Marci Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively Chief Economist for CNBC in the months immediately following September 11th. She takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers.

TRAVELS FROM: Illinois

FEE CATEGORY: D ($15.5 to 20k)

   

ROGER SELBERT
ROGER SELBERT

Details 


Dr. Roger Selbert is one of the country's best-known and most respected trend analysts. He is:
- Principal of the Growth Strategies Group, a trend research consulting firm
- Editor & Publisher of Growth Strategies, a trend letter formerly known as Future Scan
- Resident Scholar at the La Jolla Institute, an independent research organization and think tank.

TRAVELS FROM: California

FEE CATEGORY: D ($15.5 to 20k)

   

JEREMY SIEGEL
JEREMY SIEGEL

Details 


Dr. Jeremy Siegel is an articulate and knowledgeable economist and has broad experience consulting on financial markets and appearing as a keynote speaker at seminars and conferences throughout the financial services industry. He is the Russell E. Palmer professor of finance at the Wharton School of the University of Pennsylvania.

TRAVELS FROM: Pennsylvania

FEE CATEGORY: F ($25.5k and higher)

   

GARY SINDERBRAND
GARY SINDERBRAND

Details 

As an in-the-trenches producer and a teacher, Gary Sinderbrand empowers financial advisors with skills that are transferable and highly relevant to their success. He teaches them how to properly assess their client base in a qualitative as well as quantitative manner. The knowledge he shares allows advisors to logically stratify and segment their clients.

TRAVELS FROM: New Jersey

FEE CATEGORY: B ($5.5-10k)

   

DAVID SMITH
DAVID SMITH

Details 


David L. Smith is a Dartmouth- and Stanford-trained economist, futurist and market strategist whose views have intrigued audiences in the U.S., Canada, Mexico, Europe and Japan over the past 20 years. A seasoned, compelling speaker, his informative and entertaining presentations combine a broad range of disciplines -- economics, future studies, finance, history, politics, science, philosophy.

TRAVELS FROM: Texas

FEE CATEGORY: B ($5.5-10k)

   

DAVID PIERCE SNYDER
DAVID PIERCE SNYDER

Details 


David Pearce Snyder has been in the forecasting business for over 30 years, during which he has built an impressive track record with his private and public sector clientele, while compiling a multi-million item data base of trends and projections.

TRAVELS FROM: Maryland

FEE CATEGORY: B ($5.5-10k)

   

GENE STANALAND
GENE STANALAND

Details 


Dr. Gene Stanaland has been called the "Will Rogers of Economics." He has the uncanny ability to take complex subjects and make them understandable and entertaining. Through his wit and style he makes the "dreary science" exciting, leaving audiences laughing and informed

TRAVELS FROM: Alabama

FEE CATEGORY: B ($5.5-10k)

   

JOHN STOESSINGER
JOHN STOESSINGER

Details 


John G. Stoessinger (Ph.D., Harvard) is Distinguished Professor of Global Diplomacy at the University of San Diego in San Diego, California. Dr. Stoessinger's most current book, Why Nations Go To War, currently in its 9th Edition, was published in 2005. The Tenth Anniversary Edition of Why Nations Go To War was published in early 2007.

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

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)

   

JEFF THREDGOLD
JEFF THREDGOLD

Details 


Economic futurist Jeff Thredgold has been helping people understand the tangled maze of the economy and financial markets for over three decades. With a unique ability to "cut though the fluff," he leads his audience on a slightly irreverent, up-to-the-minute "tour" of the economy, financial markets, education, government, and a sneak preview of the future.

TRAVELS FROM: Utah

FEE CATEGORY: B ($5.5-10k)

   

MARK TIBERGIEN
MARK TIBERGIEN

Details 


Mark Tibergien is a Principal in Moss Adams LLP, the 12th largest accounting and consulting firm in the U.S. He is partner in charge of the Business Consulting Group, Chairman of the Securities and Insurance Niche, and Chairman of the Business Valuation Niche for the firm, Mr. Tibergien has been working with public and private companies on matters related to business management, succession planning and strategy formulation since 1973.

TRAVELS FROM: Washington

FEE CATEGORY: C ($10.5 to 15k)

   

BOB VERES
BOB VERES

Details 


Robert Veres is recognized nationally as the editorial guru of the investment advisor industry. His extensive knowledge, coupled with a well-honed sense of humor, make him a favorite speaker at industry events. Bob gives an informative and entertaining look at today's trends then probes into "what's ahead" for the financial services industry. He is the author of the study, Wealth Managers and the Future of the Investment Advisory Marketplace, publisher of Inside Information newsletter, and a writer and columnist for Dow Jones Investment Advisor magazine.

TRAVELS FROM: North Carolina

FEE CATEGORY: B ($5.5-10k)

   

LLOYD WILLIAMS
LLOYD WILLIAMS

Details 


Lloyd Williams is a nationally recognized author, executive coach, trainer and speaker. He has conducted seminars, workshops and keynote addresses in the financial services industry for over a decade. As an in-the-trenches advisor, his business grew at 35% a year while he worked only one day a week.

TRAVELS FROM: Canada

FEE CATEGORY: B ($5.5-10k)

   


 
 

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Roger Selbert
Economist

Kip Gregory
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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