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KARE ANDERSON
KARE ANDERSON

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Emmy-winner, former Wall Street Journal reporter, and national "Say It Better" columnist Kare Anderson literally demonstrates ways to become more clear, compelling, collaborative, quotable and client-attracting. She uses her reporter's keen eye, trailblazing work experience and unique research to deliver a compelling message that gets people laughing and involved in minutes.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

THEO ANDROUS
THEO ANDROUS

Details 

Theo Androus has been trained and certified by Referral Coach International and is an expert at helping implement Bill Cates’ Unlimited Referrals™ Marketing System. Theo works closely with individuals and organizations within the financial services industry to help them increase the profitability and effectiveness of their businesses.

TRAVELS FROM: Washington DC

FEE CATEGORY: B ($5.5 to 10k)

   

BILL BACHRACH
BILL BACHRACH

Details 

Bill Bachrach's programs will empower financial professionals by using an 18-year proven process to help them understand a client's true emotional motives, to rapidly gain their trust, and ethically influence their actions. Because of the dramatic results financial professionals achieve when applying these strategies, he has become a respected and sought after speaker on the subject of Values-Based Selling.

TRAVELS FROM: California

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)

   

PATTI BRANCO
PATTI BRANCO

Details 


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)

   

RON CARSON
RON CARSON

Details 


Ron Carson, is President and founder of Carson Wealth Management Group, and has worked extensively in the field of financial management since 1983. His designations are Certified Financial Planner (CFP®), Certified Fund Specialist (CFS), and Chartered Financial Consultant (ChFC).

TRAVELS FROM: Nebraska

FEE CATEGORY: F ($25k and up)

   

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)

   

CARLOS CONEJO
CARLOS CONEJO

Details 


The Bilingual Dynamo®, Carlos Conejo is a motivational speaker and trainer extraordinaire. With a wide breadth of knowledge, he covers topics including; Tapping the Burgeoning U.S. Hispanic Market; Coaching for Results; Power Marketing; Closing More Sales; and Establishing Effective Strategic Alliance.

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to $15k)

   

JEFF DAVIDSON
JEFF DAVIDSON

Details 

Jeff Davidson can move an audience like few others. Jeff offers dynamic learning keynotes and seminar presentations. He combines outstanding content with humor, flair, and inspiration to help listeners manage information and communication overload. Jeff supercharges his audiences to take action.

TRAVELS FROM: North Carolina

FEE CATEGORY: B ($5.5-10k)

   

JOHN DEMARTINI
JOHN DEMARTINI

Details 


Dr. John F. Demartini is the CEO of DEMARTINI SEMINARS, an international speaking and consulting service. His business clients range from Wall Street financiers, financial planners and CEOs to healthcare professionals, actors and sports personalities. His inspiring and informative presentations combine entertaining real life stories with transformational wisdom and insights.

TRAVELS FROM: Texas

FEE CATEGORY: C ($10.5 to 15k)

   

SCOTT DEMING
SCOTT DEMING

Details 

Scott Deming - A unique speaker with a compelling style. His presentations captivate, motivate and accelerate audiences to a new level of passion and commitment to delivering the Ultimate Customer Experience. And, his programs and processes help companies to achieve their Powerful, Emotional Brand.

TRAVELS FROM: New York

FEE CATEGORY: B ($5.5-10k)

   

JOHN DI FRANCES
JOHN DI FRANCES

Details 


John diFrances is a professional motivational and inspirational keynote speaker, business conference speaker, seminar leader, and corporate retreat facilitator. He is also a senior executive advisor, consultant, popular author, and successful businessman. John's 30 years of International business experience in corporate, government, and nonprofit sectors, provide a vast wealth of information and experience.

TRAVELS FROM: Wisconsin

FEE CATEGORY: C ($10.5 to 15k)

   

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)

   

LYNDA FALKENSTEIN
LYNDA FALKENSTEIN

Details 

Dr. Lynda C. Falkenstein aka "The Niche Doctor" is the world's foremost authority on creating powerful niches that serve as engines driving the most successful businesses and careers. Since initially describing her internationally acclaimed nine-step niche-development process, Dr. Falkenstein has traveled to nearly every corner of the globe lecturing, conducting seminars, and consulting to leading companies.

TRAVELS FROM: Oregon

FEE CATEGORY: B ($5.5-10k)

   

KEVIN FREIBERG
KEVIN FREIBERG

Details 


Thought Leader/Speaker, Dr. Kevin Freiberg is one of the most influential voices on the speaking circuit today. He has made a career out of understanding the core values and unconventional strategies used by world-class leaders. His book NUTS! was hailed by the Financial Times as one of the top five global business books of the year. He has appeared on CNBC and the CBS Morning News for his views on the critical links between leadership, corporate culture and extraordinary business performance. His articles and interviews have been read in the Wall Street Journal, Business Week, and Investor's Business Daily.

TRAVELS FROM: California

FEE CATEGORY: D ($15.5 to 20k)

   

TOM GAU
TOM GAU

Details 


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)

   

MICHAEL GERBER
MICHAEL GERBER

Details 


Every revolution has a leader...to awaken the spirit, to champion the cause, to lead the charge! Business visionary, entrepreneur, best selling author and Chairman of E-Myth Worldwide, Michael Gerber has been leading a Small Business Revolution before anyone knew there was one! He called it The E-Myth Revolution, and over the past two decades, he has touched hundreds of thousands with his E-Myth message.

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

MARSHALL GOLDSMITH
MARSHALL GOLDSMITH

Details 


Marshall Goldsmith, PhD is one of the world's foremost authorities in helping leaders achieve positive, measurable change in behavior: for themselves, their people and their teams. Marshall has been ranked in the Wall Street Journal as one of the "Top 10" consultants in the field of executive development.

TRAVELS FROM: California

FEE CATEGORY: F ($25.5k and higher)

   

KIP GREGORY
KIP GREGORY

Details 


With more that 15 years experience in marketing and senior management in insurance, securities, banking brokerage and direct marketing, Kip Gregory has developed a unique perspective on how to achieve a competitive advantage in the financial services industry. Kip's strategies are innovative, easy to follow and inexpensive to implement. He has helped hundreds of financial professionals create marketing advantages through the creative and smart use of technology.

TRAVELS FROM: Washington DC

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)

   

BARBARA HEMPHILL
BARBARA HEMPHILL

Details 


Barbara Hemphill is CEO of Hemphill Productivity Institute (HPI), whose mission is to help individuals and organizations create and sustain a productive environment so they can accomplish their work and enjoy their lives. HPI helps clients organize time, space, and information so they can maximize productivity and reduce stress.

TRAVELS FROM: North Carolina

FEE CATEGORY: B ($5.5-10k)

   

KERRY JOHNSON
KERRY JOHNSON

Details 


Kerry L. Johnson, MBA, Ph.D. is a best selling author and speaker who speaks at least 8 times a month ranging from Hong Kong to Halifax, and from New Zealand to New York. Traveling 8,000 miles each week, he speaks on such topics as "How To Read Your Customer's Mind," "Marketing to the Affluent," and "How To Increase Business by 70% in 8 weeks.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

DERRICK KINNEY
DERRICK KINNEY

Details 


Derrick Kinney is recognized as one of the nation's leading authorities on helping financial professionals succeed with the affluent. He is the author of the #1 Amazon bestseller Attract Your Ideal Clients which has been named one of the Top 5 business books on CNN.com.

TRAVELS FROM: Texas

FEE CATEGORY: B ($5.5-10k)

   

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)

   

ROBERT KRIEGEL
ROBERT KRIEGEL

Details 

One of the most in demand business speakers, Dr. Robert Kriegel teaches bold, innovative, ‘out of the box’ strategies for keeping ahead of the changes, challenges and competition in today’s dynamic marketplace.

TRAVELS FROM: California

FEE CATEGORY: D ($15.5 to 20k)

   

LANCASTER & STILLMAN
LANCASTER & STILLMAN

Details 


Classic Baby Boomer, Lynne Lancaster, and entrepreneurial Generation Xer, David Stillman, have built a national reputation by exposing the sometimes frustrating, often hilarious, and always thought-provoking pitfalls created by generation gaps in the workplace and marketplace. Lancaster and Stillman speak about the generations in humorous, entertaining ways, and at the same time give sound, practical advice on how to bridge the gaps and build a productive and effective work force.

TRAVELS FROM: California and Minnesota

FEE CATEGORY: C ($10.5 to 15k) – Each
D ($15.5 to 20k) - Both

   

PATRICK LENCIONI
PATRICK LENCIONI

Details 


Patrick Lencioni is founder and president of The Table Group, Inc., a specialized management-consulting firm focused on executive team-development and organizational health. He has been described by the One-Minute Manager's Ken Blanchard as fast defining the next generation of business thinkers.

TRAVELS FROM: California

FEE CATEGORY: F ($25.5k and higher)

   

NANCY LININGER
NANCY LININGER

Details 


Go to the top of your career by making the right marketing moves. Avoid taking chances with compliance and stay out of jail. Nancy Lininger conducts Marketing workshops that teaches good compliance and Compliance meetings that shows how to market right. Nancy calls herself a "Professional Weightlifter." She lifts the burden of compliance and marketing off your shoulders.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

STEVEN LITTLE
STEVEN LITTLE

Details 

STEVEN S. LITTLE is a much sought after speaker, consultant and writer on the subject of business growth and the future of opportunity. As a Senior Consultant for Inc. Magazine since 1998, he now speaks to thousands of owners and managers of growing businesses and communities each year.

TRAVELS FROM: North Carolina

FEE CATEGORY: C ($10.5k to $15k)

   

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)

   

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:

   

DUNCAN MacPHERSON
DUNCAN MacPHERSON

Details 

Duncan MacPhersons 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. Duncans primary goal is to help Financial Services Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

TRAVELS FROM: Calgary, Alberta

FEE CATEGORY: C ($10.5 to 15k)

   

PETER MONTOYA
PETER MONTOYA

Details 

At just 38 years old, Peter Montoya is already a seasoned Financial Services veteran with over 10 years experience in the industry. Since launching his Advertising Agency in 1997 he has delivered over 1,000 presentations to Financial Advisors all over the country, developed more than 5,000 custom marketing plans, created no less than 3,000 unique marketing pieces, authored 3 best-selling books and is the father of two children.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

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.

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MATT OECHSLI
MATT OECHSLI

Details 


Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. His firm has conducted numerous research projects on the affluent and has been able to determine (with statistical significance) how the affluent make major purchase decisions, the criteria they use in selecting a “go-to” financial advisor, what they look for in a personal banking relationship, and more.

TRAVELS FROM: North Carolina

FEE CATEGORY: B ($5.5-10k)

   

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)

   

BOB PRITCHARD
BOB PRITCHARD

Details 

Australian born and 17 year Los Angeles resident Bob Pritchard has enjoyed an extraordinary 30 year career. His unique sales, marketing, and motivational ability has taken Bob from sharing a two room apartment as a child with three generations of family to international success as a businessman, marketer and speaker.

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

LEO PUSATERI
LEO PUSATERI

Details 


Leo Pusateri is president of a sales consulting and training firm. Founded in 1992, the company provides counsel based on the philosophy of competing on value in the financial services industry. The firms own Unique Value Proposition (UVP) empowers organizations and individuals to discover and articulate their unique value.

TRAVELS FROM: New York

FEE CATEGORY: C ($10.5 to 15k)

   

D SHANNON
D SHANNON

Details 


Co-author with David Drucker of The One Thing You Need to Do, D Shannon understands your business and what it takes to be successful. As a life insurance salesman, "D" achieved the top production level at one of the nation's largest independent broker/dealers, and has been a fee-only planner and a member of the National Association of Personal Financial Planning (NAPFA).

TRAVELS FROM: Colorado

FEE CATEGORY: B ($5.5-10k)

   

SAM SILVERSTEIN
SAM SILVERSTEIN

Details 


Entrepreneur, author, and speaker Sam Silverstein has a solid track record of building million dollar results. In his keynote No More Excuses! Mr. Silverstein entertains and challenges audiences internationally. Through the use of humor, sarcasm and a heavy does of the truth Silverstein helps audiences realize that they alone must take responsibility for their choices, actions, and results.

TRAVELS FROM: Missouri

FEE CATEGORY: B ($5.5-10k)

   

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)

   

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)

   

BRIAN TRACY
BRIAN TRACY

Details 


Brian Tracy is one of the world's leading authorities on personal and business success. His fast-moving talks and seminars on leadership, sales, managerial effectiveness and business strategy are loaded with powerful, proven ideas and strategies that people can apply immediately to get better results in every area. He has a remarkable ability to capture and hold audience attention with a fast-paced combination of stories, examples, humor and concrete, practical ideas that get results-fast!

TRAVELS FROM: California

FEE CATEGORY: C ($10.5 to 15k)

   

KEN UNGER
KEN UNGER

Details 


Ken Unger is an experienced and respected motivational educator and trainer known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is well recognized by audiences nation-wide for sharing efficient practice management strategies and effective sales and marketing ideas. While Ken is highly esteemed for his ability to explain everything from financial products to sales techniques with strength and clarity, he is most known for his infectiously high energy levels.

TRAVELS FROM: California

FEE CATEGORY: B ($5.5-10k)

   

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)

   

HOWARD WIGHT
HOWARD WIGHT

Details 


Howard Wight has spoken at the Million Dollar Round Table annual meeting five times. He has also spoken twice at the International Forum, which is comprised primarily of Top of the Table members. Sponsoring a Howard Wight seminar is one of the best investments any organization can make for its producers.

TRAVELS FROM:

FEE CATEGORY: B ($5.5-10k)

   

MAUREEN WILKE
MAUREEN WILKE

Details 


Maureen Wilke is an internationally known industry speaker, sales consultant and trainer delivering dynamic and cutting-edge workshops and presentations. Passion and execution drive successful programs and that is what Maureen and her team delivers. She leverages her 17 years of financial services sales and marketing experience, along with best practices from the 40 sales teams she has worked with, to bring results.

TRAVELS FROM: Illinois

FEE CATEGORY: A ($5k or less)

   

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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