Virtual Summit: Schedule for Tuesday Nov 8, 2016

Word’s First Virtual Summit for Financial Advisors and Life Insurance Agents

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

Denver, CO., Nov 7, 2016, 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 Tuesday, November 8, 2016

  • Forbes Top 30 Under 30 and Former Editor of Mashable Ben Parr – How to Use Scientific ‘Captivation’ Triggers to Grow Your Business Fast
    Ben Parr is an author, technologist, investor, journalist, entrepreneur, and expert on growth and attention. He’s the author of “Captivology: The Science of Capturing People’s Attention”, published in 2015 by HarperCollins. Previously, he was Editor-at-Large of Mashable. He was named one of Forbes’ 30 Under 30, one of the top ten tech journalists in the world by Say Media, one of the top 10 Internet of Things experts by Inc. Magazine, and a disruption fellow of the TriBeCa Film Festival.

In this training you will learn:

With 7 DVDs of Information Coming At Us Every Day, How Everyone Can Captivate
The 3 Hidden Captivation Triggers Advisors Can Use To Separate Themselves from the Competition.
How Rhino’s Squashing Watermelons Teaches Us about Simple Attention Getting Triggers.
The Surprising Beverage You Should Give People Before You Make Your Presentation So They’ll Like You More.
The Exact Number of Times You Should Say a Phrase for People to Believe It as Fact.

  • Michelle Hoskin – How to Take Your Practice From ‘Whoa’ to WOW!
    Michelle Hoskin is the founder of Standards International and is well known for her endless enthusiasm and energy,infectious personality and unique outlook on what she describes as a “magical business”. With over 15 years experience working with some of the UK’s and the world’s leading and most successful practices, she is internationally recognised as the font of knowledge and leading expert in identifying best practice standards of operation within financial services.

In this training you will learn:

How to keep your “MOJO” and drive even on your toughest of days so you can build the business and lifestyle you desire.
Why creating the “future you” will help give you guidance and purpose to achieve the things you want most in life.
The 10 things that will keep you personal life in WOW mode.
The 10 things that will create a WOW for your business.

  • Hall of Fame Speaker & Athlete Roger Crawford – How Advisors Can Overcome Adversity to Achieve Exceptional Results
    Roger Crawford is a Motivational Keynote Speaker, Hall of Fame Athlete and Best Selling Author. He is the go-to expert when it comes to developing human potential & achieving exceptional results in business & in life. His presentations have inspired over 4,000 audiences to embrace change, unleash untapped possibility, accelerate performance & become better leaders.
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.

In this training you will learn:

How to better manage change and seize the opportunity change provides.
Why there is a profound difference between Significance and Prominence and how knowing the difference can make you more successful.
How you can maintain a high level of motivation every day for the rest of your life.
How to stop being paralyzed by perfection while embracing fear and resisting anxiety

  • Bill Cates – How Advisors Can Generate Unlimited Referrals That Turn Into Profitable Clients
    Bill Cates, CSP, CPAE, founded Referral Coach International to work with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions. All of their systems and programs have one overall goal in mind – to increase your revenue without increasing your marketing expenses. He is the president of Referral Coach Academy.

In this training you will learn:

Insurance company spending $450,000 a year in leads. In a year fired call center and best year in sales ever after implementing a referral process.
How one advisor got $2.5MM client after implementing Bill’s system.
The dead simple process for properly explaining to your clients how you do what you do and why it will help you sell more business.
The 3 steps of his unlimited referral marketing system that any advisor apply to their business.

  • Susan L Combs – Award Winning Marketing & Operational Strategies Working Now for Insurance Professionals
    Susan L. Combs is the youngest National President of Women in Insurance & Financial Services (WIFS) and is the owner of Combs & Company Agency. She is the youngest National President of Women in Insurance & Financial Services (WIFS) in the 80 year history of the organization, one of the coveted “4 Under 40” by Advisor Today for 2015 and one of the “Women of Influence” by New York Business Journal for 2016.

In this training you will learn:

Why Millennials are an important part of the insurance workforce and what’s important to them being successful.
Innovative strategies you can use for generating revenue as insurance companies continue to cut commission.
How to properly use social media to grow your business.
Specific strategies for empowering your team to better manage your business and personal life.

  • Seth Greene – How to Generate Referrals Using Book Marketing + Podcasting – Without Writing a Single Word
    Seth Greene is a Direct Response Marketing Expert & Founder of the Fastest Growing Privately Held Direct Response Marketing Firm in the country. Five Time #1 Amazon best selling author: The Facebook Ninja, Online Marketing Magic, Cutting Edge Marketing Magic, Real Estate Marketing Magic, Financial Advisor Marketing Magic The Only Back-To-Back-Back GKIC Dan Kennedy Marketer of the Year Nominee.

In this training you will learn:

How Seth went from cold calls to Top 5% in the Nation using a weird ‘interviewing’ technique.
The stealth ‘back door’ method to get referrals from influential attorneys – without even asking.
7 Swipe Worthy Book titles you can use for your book title
How to tap into hidden communities of prospects with your hobby (like blueberry farming!).
2 Dead simple tools to use for your interviews so you don’t have to buy expensive equipment.

  • Mike Sakraida – How to Properly Use Your Staff To Create a Better Client Experience and Make More Money In The Process
    Michael Sakraida is Founder of Coastal Associates, LLC. He has 21 years of investment and technology experience to his Board role with PKG. This includes 11 years at Weiss, Peck & Greer, focused on research-intense investment programs for fixed income and equity portfolios. He serves as a Director at PKG Entertainment, Inc.

In this training you will learn:

Why advisors dramatically grow their business once they open up their books and make their staff aware of what is really going on.
How advisors can add $40MM to $50MM in new assets in a year through better staff and client experiences.
How to create a process and plan with your staff to increase referrals increase and improve your closing ratio.

  • Dan Vinal – How to Generate Financial Leads While You Sleep with Psycho Linguistic Video
    Dan Vinal created WebPrez Videos, the very first company to recognize the practical application of internet video for sales and marketing, and have since then become pioneers in both the content composition and the technical elements of this powerful medium.

In this training you will learn:

Why clients and prospects forget 90% of what we tell them and what you should be doing instead to better get and keeps someone’s attention.
The 7 basic ways advisors should be implementing video in their sales process to boost conversions and create more opportunities.
The 5 most important trends on the front lines of video marketing and how financial advisors should be taking advantage of these trends.
How video marketing can help to target the financially affluent.

Complete onLine schedule can be viewed here.

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