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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)

   

JONATHAN BARNETT
JONATHAN BARNETT

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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)

   

GARY BELSKY
GARY BELSKY

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Award-winning journalist, Gary Belsky, reveals why people make bad money decisions. In his new book Why Smart People Make Big Money Mistakes he offers dozens of useful tips that will help your client overcome the blind spots that cloud their financial judgment allowing them to enjoy greater financial freedom.

TRAVELS FROM: New York

FEE CATEGORY: B ($5.5-10k)

   

MARK BLUMENTHAL
MARK BLUMENTHAL

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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)

   

MARK COLGAN
MARK COLGAN

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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)

   

STEVE DROZDECK
STEVE DROZDECK

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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)

   

THOMAS GILOVICH
THOMAS GILOVICH

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Research Psychologist and author Dr. Thomas Gilovich, is creating excitement throughout the financial services industry with his newest book Why Smart People Make Big Money Mistakes. Exploring the reasons why faulty processes of judgment lead people to make non-optimal investment decisions, he reveals why people spend, invest, save, borrow and, most important, waste money.

TRAVELS FROM: New York

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

   

KATHLEEN GURNEY
KATHLEEN GURNEY

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Throughout her career, Dr. Kathleen Gurney has been fascinated with the interaction between attitudes/feelings and the way in which people earn, spend, save and invest money. She has conducted groundbreaking research in the psychology of financial behavior; interviewing tens of thousands and using sophisticated statistical analysis.

TRAVELS FROM: Florida

FEE CATEGORY: C ($10.5 to 15k)

   

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)

   

MICHAEL LOVAS
MICHAEL LOVAS

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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)

   

SCOTT MACKILLOP
SCOTT MACKILLOP

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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)

   

WAYNE NANCE
WAYNE NANCE

Details 


Wayne Nance is taking the industry by storm! His 3-Minute Attitude Assessment is having far-reaching effect in how financial professionals are conducting business. Those who attend his presentations are given information that is both motivational and empowering, allowing them to achieve goals they once thought impossible to reach.

TRAVELS FROM: Texas

FEE CATEGORY: B ($5.5-10k)

   

BARBARA STANNY
BARBARA STANNY

Details 


Barbara Stanny is a woman on a mission. That mission is to motivate women to become financially empowered. Barbara grew up relying on her father (the 'R' of H&R Block), then her husband, to manage her money. But a devastating financial crisis became a personal wake-up call.

Her journey to financial independence is inspiring.

TRAVELS FROM: Washington

FEE CATEGORY: C ($10.5 to 15k)

   


 
 

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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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