inspired by what you've seen?
Founder, Sawyer
Wealth Management
Charles Sawyer
Master Class:
The Appointment Process
presentations
Day 1
Founder, Affinity Asset Management
Mark Roberts
Date
The
Save
Adding Securities
to Your Practice
The "It" Factor
R.I.T.E. Retirement Planning Process
The Appointment Process
The Appointment Process
Taxation in a
Post-Covid World
Rainmaker
The UIT Strategy
Adding Life Insurance
to Your Practice
Founder, Bellue & Associates
Brady Bellue
How tight is your appointment process?
Watch as our panel shares their appointment
processes and answer questions.
Event Recap
March 29-31, 2022
Learn how to capitalize on your “It” Factor as a top producer. Brent Ford shows you how to celebritize yourself, your practice and create a brand.
Founder,
Benefit Resource Partners
Brent Ford
Master class: the "it" factor
Frank Oliver walks us through his journey of adding securities to his practice, what he learned along the way and how it took his business to the next level.
Founder,
Oliver Asset Management
Frank Oliver
master class:
Adding securities to your practice
Learn more about how UITs could be beneficial to your clients. These defined outcome investments hold predetermined downside protection with daily liquidity and no credit risk to your clients!
Partner, CreativeOne
Lance Sparks
THe UIT Strategy
Mark shows you how he incorporates life insurance into the planning process and highlights some of his sales tools.
Founder, MasterPlan Retirement Consultants
Mark Fricks
master class:
Adding life insurance to your practice
presentations
Day 2
Pat shows you how to take back control of your practice and learn how to start attracting — and stop chasing — clients with unconvincing language.
Founder,
Financial LIfe Matters
Pat Seelye
R.I.T.E. Retirement Planning Process
800.992.2642
Give us a call and we'll get started implementing some of these into your practice!
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Overland Park, KS 66211
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Broker-Dealer and Investment Advisor services provided by CreativeOne Securities, Member FINRA/SIPC and an Investment Advisor. CreativeOne Securities is a wholly owned subsidiary of CreativeOne Marketing LLC.Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser.
Erik Bowman, creator of the Rainmaker, shows you why backend support and processes are game changers. Eric lets you in on the secret tips for success he implements so you can make it rain in your practice.
Founder,
Bowman Financial Strategies
Erik Bowman
Rainmaker
With her experience working on Capitol Hill, CEO, author, and industry expert Becky Swansburg walks you through what taxation will look like in a post-covid world, the legislation you need to be watching, and where opportunities exist.
CEO,
Stonewood Financial
Becky Ruby Swansburg
Taxation in a post-covid world
The Appointment Process
R.I.T.E. Retirement Planning Process
The "It" Factor
Adding Securities
to Your Practice
Adding Life Insurance
to Your Practice
The UIT Strategy
Rainmaker
Taxation in a
Post-Covid World
Retire for L.I.F.E.
Master Class:
Seminars
It's proven that educating prospects can lead to lifelong clients. That's what Matt has learned as both an advisor and advisor coach.
President & Founder,
BrightPath Wealth Management
Matt Schuller
RETire for L.I.F.E.
Retire for L.I.F.E.
Hear three seminar experts talk about what they're doing to fill the seats, what's working for them, and the new approaches they've developed ... and answer questions.
CEO, Beacon Retirement Planning Group
Kelly Carter
Chief Retirement Officer, Safe Harbor Retirement Planners
Eric Bowser
Master Class: Seminars
Master Class:
Seminars
President & Owner, Senior Retirement Advisors
Janet Pack
Partner, CreativeOne
Lance Sparks
presentations
Day 1
Director, Asset Management, ChangePath
Jason Scott
