| Monday, August 24 - 3:45 PM - 5 PM |
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 (Net)Workshops
Senior Market Advisor Expo combines two great things: networking and education in an interactive workshop format. Three concurrent sessions will help fine tune:
Topic: Your Elevator Pitch
Summarizing 'you' in 30-seconds is easier said than done. Fine-tune yours for your next elevator ride.
Moderator: Stefanos Louisou
Topic: Overcoming Objections
The number one selling obstacle? Objections. Bring your worst (or best) objections to learn how to turn that objection into a sale.
Moderator: Bill Smith
Topic: Prospecting
Out of prospecting ideas? Brainstorm at this workshop to create a bullet-proof prospecting machine.
Moderator: Jay Grubb |
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| Tuesday, August 25 - 11:30 AM - 12:30 PM |
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 Branding Yourself into a Household Name
What makes you stand out in a crowd of financial advisors? Why would a client pick you from the masses? Listen to 2008 Advisor of the Year finalist Stefanos Loisou's winning approach to branding yourself. Learn the secrets behind these tips:
- How to develop a branding campaign
- How to create a clear, consistent brand
- Communicate your brand to clients
Speaker: Stefanos Loisou, Senior Financial Workshops
Production: $7 million |
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 Use LTCI to Bring in High-Net Worth Clients
Larry Feldman will share his tips on targeting, then selling to, the high-net-worth market using LTCI.
Speaker: Larry Feldman, CLU, CFK Life Plans Inc.
Expert: Long term care |
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 Making Annuities Your Best-Seller
As 2009 starts out as the year of the annuities, 2008 Advisor of the Year, Rosemary Caligiuri takes you through the steps to take your annuities production to the top of your book - and how to succeed as the annuities guru.
Speaker: Rosemary Caligiuri, Harvest Group Financial Services
Production: $15 million |
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| Tuesday, August 25 - 2:45 PM - 3:45 PM |
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 IRA Strategies That Work
Who said IRA strategies had to be complicated? Ed Slott Elite Advisor, Garry Madaline, helps you get back to basics. Discover the magic of IRA strategies:
- Prepare clients for a tax-free retirement
- Consolidate clients accounts
- Maximize account growth potential
Speaker: Garry Madaline, United Retirement Advisors Group
Production: $12 million |
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5 Steps to Building a Seminar-based Business
You hear about producers growing their business astronomically through seminars, but wonder how it's done. Learn firsthand from 2008 Advisor of the Year finalist and Senior Market Advisor contributor, David Hollander.
Speaker: David Hollander, Liberty Group Inc.
Production: $28 million |
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10 Marketing Tips That Will Catapult Your Business
You know you can sell, but are you taking advantage of all the available marketing opportunities that can catapult your business to the next level? Follow these 10 marketing tips to take you to the top of your game.
Speaker: Bill Smith, Great Lakes Retirement Group
Production: $15 million |
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| Tuesday, August 25 - 4 PM - 5 PM |
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The Best Referral Techniques EVER What separates a solid advisor from a great one? One of the key ingredients is developing referral pipeline that constantly adds to your bottom line. Jay Grubb shares the secrets that have made his business boom.
Speaker: Jay Grubb, Key Financial Partners
Production: $6 million |
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Become a Master of the Media
So, you have a successful practice, you know how to close a deal, overcome objections, access a referral pipeline, etc. What's missing? Your acceptance as a respected media resource. National radio talk show host, Nolan Baker, will show you the steps on how to become the next master of the media.
Speaker: Nolan Baker, Host of 'The Retirement Guys'
Production: $15 million |
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Secrets to Success with Indexed Annuities
Wilcox will show you the path an advisor needs to take to become a top indexed annuities producer.
Speaker: David Wilcox, David Wilcox Financial
Production: $8 million |
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| Wednesday, August 26 - 10 AM - 11 AM |
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The 411 on 151(a) Former North Dakota Insurance Commissioner, Jim Poolman, answers your questions to 151(a) and how it affects your future. Poolman will tell you how to:
- Navigate 151A and its impact
- Prepare yourself for 151A's potential outcomes
- Educate yourself on regulatory issues
Speaker: Jim Poolman, Regulatory Consulting Group
Insurance Regulation Expert |
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Overcome Objections and Grow Your Business 10%
What is your reaction when a client says no? Chris Wright has heard that dirty two-letter word more times than he cares to remember. The only difference is he knows how to overcome it.
Speaker: Chris Wright, Wright Wealth Management
Production: $16 million |
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Why Life Insurance Matters Now More Than Ever
With market volatility and uncertainty at record highs, stable products such as life insurance are a safe haven for clients. Cindy Watson tells you how to get this point across to your clients.
Speaker: Cindy Watson, Cindy Watson Insurance Company
Production: $30 million |
