Virtual summit: schedule for Friday, November 11, 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 11, 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 Friday, November 11, 2016

MLB Hall of Fame, Celebrity Athlete and New York Times best Selling Author Dave Winfield

Keynote: How to Win it All: Inning by Inning

Dave Winfield is a Hall of Fame Baseball Player, Business Advisor, Management Consultant, Author and Keynote Speaker. Using his experience, knowledge and relationships from four decades in an around Major League Baseball, he most recently joined the Major League Baseball Players Association in New York, as Advisor to the Executive Director. This follows 12 previous years he served as Executive VP/Sr. Advisor to the San Diego Padres, stints in the media including ESPN, FOX Sports, syndicated radio programming, book publishing and speaking forums. He continues as one of the most positive, respected and enduring sports figures of our time.

In this training you will learn:

  • How to Get Ahead By Tapping into the Power of Mentors.
  • A Powerful Moment That Changed David’s Life – That Can Impact Yours.
  • How To Succeed When You’re In a Negative Environment.
  • The Step By Step Playbook to Making This a Comeback Year for Your Business.
  • Why Laying Down a Sacrifice Can Make the Difference between Defeat and Failure.

Jovan Will – The Simple Online Sales Funnel Formula That’s Generated Over 201,482 Leads in 3 Years

Jovan Will is a marketing strategist specializing in creating lead generation strategies for financial services. Ha has launched online sales funnels that help pre-sort, pre-qualify, and pre-sell his prospects (24/7 on autopilot) and has been able to consistently sell $2,000, $5,000 & $10,000 programs to his clients (around the globe) 100% over the phone and using desktop sharing programs.

In this training you will learn:

  • The Hottest Place to Advertise Now if Your Selling Annuities.
  • How to Integrate Radio, TV and the Internet for Explosive Results.
  • The Single Highest Converting Ad To Copy If You’re Just Getting Started.
  • 3 Easy Tools to Help Get Your First Funnel up in HOURS – not Days.
  • The Precise Metrics to Look At So You Don’t Waste Money.
  • Case Study: Advisor Does $80M AUM Using a Hybrid Digital and Offline Model.

Matt Oechsli – 3 Proven Marketing Tactics of Elite Advisors To Attract Affluent Clients

Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. Matt has authored eleven books, a number of industry best sellers. The Art of Selling to the Affluent, published by John Wiley & Sons, has been adopted by several Fortune 500 firms as part of their core training curriculum.

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:

  • Surprising research on what’s really working now to attract affluent clients.
  • The critical ‘Gender Shift’ that most advisors are completely missing – that’s worth millions.
  • The 4 Highest Impact methods to consistently attract affluent clients.
  • How to get Social Influencers and Affluent to refer you openly.
  • How to build social capital using Matt’s proven ‘2-Step High Impact Activity’ strategy.
  • How to use LinkedIn training to get CPA’s and Attorneys to grow their network for you.

Mike Morrow – How To Boost Retention And Profits With Customer Wow

Mike Morrow is a Certified Financial Planner, MDRT Member, International Speaker and Author of three books best-selling books: The Loyalty Edge, The Picture Sells the Story™ and released March 2016, The Little Book of Woww!™, co-authored with Michelle Hoskin. Mike has been helping families and business owners in Northwestern Ontario for 25 years. He is internationally recognized as a leader among Financial Advisors, having spoken to over 40,000 advisors in 12 countries about client and prospect engagement, client appreciation and financial services marketing.

In this training you will learn:

  • Why having a smaller number of clients but a bigger focus on customer retention and customer experience can lead to greater profits and fewer headaches.
  • What the true dollar value is of your time and how you should be evaluating your use of it differently.
  • What the true lifetime value of your clients really is.
  • Why he uses calendars, solid oak policy boxes, retirement business cards, newspapers and athlete autographs (with specific examples of each) and how you can do the same.

Paul Nick – The NEW Method of Video + LinkedIn to Seeing 3 Appointments A Day

Paul J. Nick is the owner of South Texas Financial Group. Paul also is the co-author of the Amazon Best Selling Book “The Secrets To Lifetime Financial Security” he has been seen in USA Today, E-TV, Wallstreet Journal, and is one of “America’s Premier Experts”. Paul has helped hundreds of clients add millions of additional wealth and double their retirement income streams through safe, proven financial strategies.

In this training you will learn:

  • How to grow a LinkedIn group to over 11,000 in your own area.
  • The elevator pitch that gets 50% of people to meet with you.
  • How Paul is getting 3 meetings a day consistently for 5 years (and having fun doing it!).
  • The one free tool you need to set up local mixers to get you in front of affluent professionals.
  • A brand new way to use video to get preeminent access to desirable prospects.
  • Exact 3 steps to inspire people to beg you “How can I refer you?”.

Ken Varga – How to Convert 87 out of 100 Cold Prospects Into Paying Insurance Clients Using A Simple Marketing Approach

Ken Varga, a business owner, consultant, lecturer, author and highly acclaimed speaker, is a very successful business person who has made wealth and business and personal success happen in his life. Now, through my books, manuals, courses, seminars, and Web sites I teach others to do the same thing and how to Create Customers. Ken is a graduate of Rutgers University and has a wife, Barbara and four children.

In this training you will learn:

  • How Ken Got 87% of Cold Prospects to Become Insurance Clients in 12 Months.
  • The One Line Sentence to Put At the End of Every Communication to Increase Response.
  • How Ken Generated $2M in Face Value Policies Using a Weird ‘Grabber’ Approach with Tylenol Capsules.
  • The Precise Number of Connections to Get Per Day on LinkedIn.
  • What to Put In Your Note When Looking To Connect With People.

Troy Wilson – Secrets of Aged Leads And How Top Producers Are Using Them to Crush Quota

Troy Wilson is the CEO of and has been generating leads for agents and advisors for the past 16 years. Every year his firm delivers over 10,000,000 leads to agents nationwide, from a database of 300,000,000 searchable leads.

In this training you will learn:

  • How to ethically exploit competitor’s laziness to your advantage.
  • The insurance shopper’s online life cycle.
  • 3 ninja techniques to whisper your way into people’s daily routine without make a phone call.
  • The exact number of times you should call a lead.
  • How many emails to send to triple conversions.
  • How marketing technologies are driving the growing popularity of aged leads.
  • How to create a multi-channel marketing effort with less than $1 per lead.