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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)
TRAVELS FROM: Washington DC
FEE CATEGORY: B ($5.5 to 10k)
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
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
TRAVELS FROM: Massachusetts
FEE CATEGORY: B ($5.5k - $10k)
“Top producers come from all walks of life. No matter where you come from – or what you did before – you can become a top producer,” says Ron Carson. And he would know. Ron Carson has been instrumental in the development of many of the nation’s top producers.
TRAVELS FROM: Nebraska
FEE CATEGORY: F ($25k and up)
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)
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.
FEE CATEGORY: C ($10.5 to $15k)
TRAVELS FROM: North Carolina
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: New York
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
TRAVELS FROM: New Mexico
TRAVELS FROM: Oregon
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.
FEE CATEGORY: D ($15.5 to 20k)
FEE CATEGORY: C ($10.5-15k)
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.
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.
FEE CATEGORY: F ($25.5k and higher)
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: Connecticut
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.
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.
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.
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.
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 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.
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.
FEE CATEGORY: C ($10.5k to $15k)
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:
FEE CATEGORY:
TRAVELS FROM: Kelowna, BC, Canada.
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.
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: Vermont
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.
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
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
TRAVELS FROM: New Jersey
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
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!
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
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.
Maureen Wilke is a practice manangement coach and sought after industry speaker. She is an industry leader with a unique blend of executive management, sales, marketing and training. She has worked with thousands of advisors and wholesalers to increase their businesses, improve their process and be more profitable. She developed The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice to help advisors run their business smarter, not harder. What makes her programs so effective is the action steps, tools and follow-up plan she provides.
FEE CATEGORY: B ($5.5k to $10k)
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
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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