Virtual summit: schedule for Wednesday, November 9, 2016

Event to be Held Online November 7th – 11th, 2016

Virtual summit to feature business advisors, coaches, and thought leaders

Denver, CO., Nov 9, 2016 – The world’s first virtual summit for financial professionals, retirement planners and life insurance advisors will be held online from November 7-11, 2016.

Because the summit is virtual, participants can attend from the comfort of their own homes or offices without added travel, lodging, or scheduling concerns—all that’s required is a device with an internet connection.

For a limited time, free tickets are being offered via the summit website. The tickets, valued at $1,997, will give participants a once in a lifetime opportunity to attend masterclasses with some of the world’s best advisors, coaches and thought leaders as they share their secrets for building a better business and a bigger life.

Cutting Edge Thought Leadership

“With so many new opportunities coming out to help financial advisors, retirement planners, and life insurance agents, we want to bring the leading and most cutting edge thought leadership from the front lines that are working today all in one place,” said Jeremiah Desmarais, executive producer of the event.

Over the course of 6 days, participants will have access to over 40 lectures and interviews with dynamic speakers such as baseball hall of famer and best-selling author Dave Winfield, Bob Burg of the international best-selling book “Go-Giver”, Former Editor of Mashable and Forbes’ Top 30 Under 30 Ben Parr, and many more.

Topics will range from thinking strategically about growth, to becoming an authority in the industry, to generating quality leads and closing more sales. “This is not going to be a pitch fest aimed at getting participants to buy into various programs,” Desmarais stresses, “it’s a real learning opportunity with the best advisors and business coaches in the world which advisors can enjoy from their laptop, smart phone or tablet.”

Desmarais is an industry leader who has won more than 23 awards and recognitions and helped over 100,000 insurance and financial advisors in 51 countries generate over 2 million leads leading to over $300 million in commissions. He is co-hosting the Summit with Brian Appleton, creator of the Insurance Agent Summit and co-author of the best-selling Customer Service is Just Foreplay: The Modern Customer Experience Will Separate You Apart from Your Competition. The two have used their expertise to vet the best and brightest in the financial advising, retirement planning, and insurance industries and bring them together in one place.

Itinerary for Wednesday, November 9, 2016

Jim Ruta – How To Become An ICON, The Secrets Of The Very Best

Jim Ruta is one of Canada’s top financial industry keynote speakers, emcees and coaches. He is the best-selling author of four books and hosts the popular “Ruta’s Rules” program every week on IE:TV at Jim is Co-founder and Emcee of the “Canada Sales Congress”, one of the largest one day events of its kind in North America. Jim started as a life insurance agent at 22 and led one of Canada’s largest insurance agencies – with over 250 advisors, 15 managers and 50 staff on Bay Street, by age 40.

In this training you will learn:

  • What an ICON is.
  • What it takes to become an ICON.
  • The 4 specific areas you need to work on to reach ICON status.
  • How you can get started being an ICON.

John Kanary – The 7 Basic Laws of a Top Performer Mindset

John Kanary is a leading personal and professional development organization dedicated to increasing effectiveness, unlocking potential and inspiring change, courage, commitment and tremendous results.

In this training you will learn:

  • What is a Top Performer mindset.
  • What are the 7 Laws.
  • How you can apply the 7 Laws to your life.
  • Why these laws are applicable to both your professional and personal life.

Steve Savant – 7 Go To Strategies Working Now For Advisor Sales

It’s a real learning opportunity with the best advisors and business coaches in the world which advisors can enjoy from their laptop, smart phone or tablet.

Steve Savant is a syndicated financial columnist and host of the consumer talk show “Right on the Money” and news anchor for “On the Money News.”

In this training you will learn:

  • How to use online video to get more engagements.
  • Why people prefer to read at the 12th grade level.
  • How to broadcast like CNN.
  • The 2 minute seminar opener that silences audiences.
  • Which 2 social media networks are working for consumers right now.
  • How top of the table producers are crushing it now.

Brandon Stuerke – How Digital Marketing Increases Results For Seminar Selling

Brandon Stuerke is the President of Golden Financial Group, LLC which focuses on serving the retirement needs of Boomers and Seniors in Mid-Missouri. He is also the Creator of Winning With CPA’s, a revolutionary approach teaching advisors how to build their practices through working with CPAs. In 2012, Brandon brought forth the next evolution in marketing for advisors when he launched his second marketing program, Automated Advisor.

In this training you will learn:

  • Why Digital Marketing Increases Results For Seminar Selling”Why traditional direct mailing is dying off and why a new more cost effective method (40 times better) is the way to go.
  • Why 75% of marketing dollars in every industry are going digital why you should be doing the same.
  • How you can put your ads on the computer screen of any ideal prospect you want to do business with.
  • What the definition of a “marketing funnel” is and how you can use it to automate leads, follow ups, and everything in your sales process.”

Charlie Epstein – How To Dominate Your Marketplace With Your Authority

Charles D. Epstein has over 33 years of professional experience in the financial services industry. In 2002, Charlie established The 401k Coach® Program, which offers training to develop the skills, systems and processes necessary to excel in the 401(k) industry. The unique learning environment of The 401k Coach Program provides retirement professionals the opportunity to network, exchange ideas and learn how to efficiently manage their responsibilities in this ever-changing industry.

In this training you will learn:

  • The challenges facing advisors and what is really going on with commissions and regulation.
  • What authority actually is and why it is so powerful.
  • How you can get an “unfair advantage” over your competition by packaging your knowledge and expertise.
  • How to create the “best business card ever” guaranteed to get you almost any meeting or speaking engagement.

Forbes Columnist Garrett Gunderson – Creating a Brand and Vision That Inspires And Magnetically Draws Prospects To You

Garrett Gunderson tackles a topic (money and finance) that is critically important, yet normally neglected by most business owners. As an entrepreneur, financial advocate, the Founder of “Wealth Factory” and author of the NY Times bestselling book Killing Sacred Cows, Garrett has dedicated his career to making personal finance for entrepreneurs simple, immediately actionable and even enjoyable.

In this training you will learn:

  • The Power of ‘Moon Shots’ and How They Attract Top Talent and Clients.
  • How to Create a Style Guide So You’re Entire Brand Is on Message.
  • The Secret ‘Character Diamond’ the Most Memorable Personalities Use.
  • How To “Shrek-Iffy” You’re Brand to stand out in the Market, Eliminating Competition.
  • How to Show Up As Your True Self and Build the Life You Love.

Complete onLine schedule can be viewed here.

Further information and tickets may be found at the Summit website.