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TERESA ALLEN
TERESA ALLEN

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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
MITCH ANTHONY

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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
BEN BALDWIN

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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)

   

PATTI BRANCO
PATTI BRANCO

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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

FEE CATEGORY: B ($5.5-10k)

   

FRANK CAPPIELLO
FRANK CAPPIELLO

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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)

   

TOM GAU
TOM GAU

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Tom Gau has been recognized as a uniquely knowledgeable and motivational speaker on topics relating to tax planning, financial planning and retirement planning. He has received wide public acclaim for his 2-Day Financial Advisor Boot Camp, which has assisted Financial Advisors from all across the country to skyrocket their production! Tom is also a consultant for various companies throughout the United States and Canada and is also a personal coach for Financial Advisors as well.

TRAVELS FROM: Oregon

FEE CATEGORY: C ($10.5-15k)

   

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)

   

DENNIS HABER
DENNIS HABER

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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)

   

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)

   

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)

   

BOBB MECKENSTOCK
BOBB MECKENSTOCK

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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

FEE CATEGORY: B ($5.5-10k)

   

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)

   

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)

   

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)

   

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)

   

ED SLOTT
ED SLOTT

Details 


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,

TRAVELS FROM: New York

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)

   

KATHERINE VESSENES
KATHERINE VESSENES

Details 


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.

TRAVELS FROM: Minnesota

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)

   

GARY WOLLIN
GARY WOLLIN

Details 


"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.

TRAVELS FROM: California

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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