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Teresa Allen's engaging presentation style has captivated audiences in keynote and training programs across the country for more than ten years. She has trained thousands of business professionals on topics including customer service, sales, communication, teamwork and presentation skills programs.
TRAVELS FROM: Louisiana
FEE CATEGORY: A ($5k or less)
Mitch Anthony is the industry leader in relational skills development. No matter what stage of growth your practice is at, whether you're just starting out or a seasoned veteran, he has developed a program that will help add quality and depth to your practice.
TRAVELS FROM: Minnesota
FEE CATEGORY: C ($10.5 to 15k)
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)
TRAVELS FROM: Illinois
FEE CATEGORY: B ($5.5-10k)
Often described as spirited, smart, funny, enthusiastic and dynamic, Patti Branco possesses vast experience and broad knowledge of bank, credit union and major wirehouse brokerage programs. As an effective trainer and dynamic speaker she provides the progressive financial services industry the opportunity to learn from her vast experience and successes, whether seeking to increase revenues or needing assistance in the problem-solving mode.
TRAVELS FROM: Texas
Frank A. Cappiello is President of a McCullough, Andrews & Cappiello, Inc., a large investment counseling firm with offices in San Francisco, CA and Baltimore, MD. He is one of the country's leading financial analysts. He is an expert on the national economy and a recognized authority on investments.
TRAVELS FROM: Maryland
FEE CATEGORY: B ($5.5 to $10k)
TRAVELS FROM: Oregon
FEE CATEGORY: C ($10.5-15k)
TRAVELS FROM: Connecticut
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)
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
A highly successful financial planner since 1978, Bob Meckenstock shares with attendees his secrets of success. His presentation "Wealth Accumulation Strategies," is a popular topic with today's financial professional.
TRAVELS FROM: Kansas
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
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.
FEE CATEGORY: F ($25.5k and higher)
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
Ed Slott was named as The Best source for IRA advice by The Wall Street Journal and called America's IRA Expert by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker. Ed regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms,
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.
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and is always full of practical suggestions to help advisors make their businesses more profitable with less effort. Katherine Vessenes knows how to keep an audience energized, involved and motivated to take action. Reviews consistently rate her among the top presenters at financial events.
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
"There's magic in the air" - literally. Gary Wollin combines industrial strength content, humor and magical illusions to emphasize key points in his presentation. Using magic as a metaphor, he is able to deal with topics such as stress, change, and customer service issues in a unique yet informative way.
Register each time you visit us! Prizes are amazing!
Allyson Lewis Motivator & Educator
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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