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The Event will be help on this page on March 10, 2022 around 8am. Be sure to refresh the page if you are not seeing anything. Do not share this page with anyone. Everyone must register at virtualfasummit.com
Step 3: Join our Facebook Group
Join our Facebook Group and talk with other attendees about all things Virtual FA Summit or engage with new friends.
Step 4: Purchase a VIP Ticket if you can't make it
If you are on a tight schedule or cannot make all the sessions then purchase a VIP Ticket. It gives you the recordings and over $4600 in bonuses
On the go? Watch Livestream via Youtube!
Please note - for interactive Q&A and feedback, please use the Webinar link above!
YOUR VIRTUAL FA SUMMIT SPEAKER LINE UP!
9:00 am ET / 8:00 am CT / 6:00 am PT
Welcome from Summit Producers
Kevin Darlington - General Manager, Broadridge Advisor Solutions
Jeremiah Desmarais - CEO, Advisorist
Back by popular demand, the world's largest virtual gathering of Financial Advisors is BACK!
Hear from the summit Executive Producers themselves on what's NEXT for the industry and how to profit.
Jeremiah Desmarais - CEO, Advisorist
Back by popular demand, the world's largest virtual gathering of Financial Advisors is BACK!
Hear from the summit Executive Producers themselves on what's NEXT for the industry and how to profit.
Hear from the summit Executive Producers themselves on what's NEXT for the industry and how to profit.
Kevin Darlington
General Manager, Broadridge Advisor Solutions
Jeremiah Desmarais
CEO, Advisorist
Bill Cates
Session Starts 9:15 am ET / 8:15 am CT / 6:15 am PT
Radical Relevance
Sharpen Your Value Proposition Cut Through the Noise
Win More Ideal Clients
Your prospects and clients are bombarded with messages from all directions. You must hit the bullseye in their brain with messaging that is radically relevant to grab their attention and critically compelling to move them to take meaningful action.
IT’S TIME FOR YOU TO DISCOVER:
*How to message your value to only attract your Right-Fit Clients™.
*A way to communicate your differentiation that matters to your prospects.
*3 critical elements of a compelling value proposition that move people to take action.
*How you perceive, believe in, and communicate your value is fundamental to your success.
Be relevant or be ignored!
Your prospects and clients are bombarded with messages from all directions. You must hit the bullseye in their brain with messaging that is radically relevant to grab their attention and critically compelling to move them to take meaningful action.
IT’S TIME FOR YOU TO DISCOVER:
*How to message your value to only attract your Right-Fit Clients™.
*A way to communicate your differentiation that matters to your prospects.
*3 critical elements of a compelling value proposition that move people to take action.
*How you perceive, believe in, and communicate your value is fundamental to your success.
Be relevant or be ignored!
Bill Hortz
Founder & Dean
Institute for Innovation Development
Session Starts 9:50 am ET / 8:50 am CT / 6:50 am PT
FinTech Panel Discussion
Vestwell, DNA Behavior, RealBlock, & Ultimus Fund Solutions join Bill Hortz in a dynamic, rapid fire panel filled with critical knowledge for what's next in Fintech.
Bill is the Founder & Dean of The Institute for Innovation Development - a financial services business innovation platform for business innovation best practices/tools and as a network to increase awareness and spur more usage of important innovations in thinking and products/services for next-generation financial advisors and industry executives.
Breakout Sessions
Session Starts 10:20 am ET / 9:20 am CT / 7:20 am PT
View content from our OnDemand Speakers listed below on this page
You pick the content you need NOW to craft
your customized Summit experience.
All OnDemand content accessible through midnight tonight (PDT)
Ken Johnson
Facebook
Session Starts 10:40 am ET / 9:40 am CT / 7:40 am PT
Facebook Financial Insights
Financial advisors in the US have a huge opportunity to attract younger consumers by providing financial literacy content.
71% of consumers aged 18-34 say that if a bank or financial institution had their best interest in mind and provided you with advice and information on specific financial products and services that would be beneficial to your financial health, they would be likely to switch to this bank or financial institution (compared to 47% for 35+)
Ed Slott
President
Ed Slott & Company
Keynote
Session Starts 11:00 am ET / 10:00 am CT / 8:00 am PT
COVID-19 Tax Retirement Account Tax Updates Your Clients Need to Know NOW!
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
Morning Recap
11:40 am ET / 10:40 am CT / 8:40 am PT
Highlights, insights, and awesome hacks
from the morning!
Welcome back from your OnDemand breakouts!
Let's wrap up the morning and get ready
for an amazing afternoon!
Kevin Darlington
General Manager, Broadridge Advisor Solutions
Jeremiah Desmarais
CEO, Advisorist
Lunch & Learn Power NEXT Panel
Session Starts 12:00 noon ET / 11:00 am CT / 9:00 am PT
Rob Sousa
Carmen & Darius Britt
Caleb
Guilliams
Jeremiah Desmarais
Breakout Sessions II
Session Starts 12:30 pm ET / 11:30 am CT / 9:30 am PT
View content from our OnDemand Speakers listed below on this page!
You pick the content you need NOW to craft
your customized Summit experience.
All OnDemand content accessible through midnight tonight (PDT)
ALL of the Content, OnDemand for Streaming!
Brian Kelly
CEO
BKCM, LLC
Advisor Crypto Catchup ... the Who, What, When, and NOW of Bitcoin
Session Starts 1:15 pm ET / 12:15 pm CT / 10:15 am PT
Brian Kelly is Founder & CEO of BKCM LLC, an investment firm specializing in digital currencies. Brian is portfolio manager for the BKCM Digital Asset Fund.
He was an early investor in bitcoin and in 2014 authored one of the first books on the subject “The Bitcoin Big Bang – How Alternative Currencies are About to Change the World”.
Prior to BKCM, Brian was a co-founder of Shelter Harbor Capital and Portfolio Manager of the Global Macro fund. As well, he was co-founder and President of MKM Partners an institutional equity brokerage firm.
Brian has been named one of the Top 30 Thought Leaders in digital currencies and is on the Advisory Board of the Wall Street Blockchain Alliance.
Brian is CNBC’s in-house specialist on digital currencies and can be seen regularly on the CNBC show Fast Money.
Mike Foy
JD Power
Consumer Money Trends
Session Starts 1:45 pm ET / 12:45 pm CT / 10:45 am PT
Wealth management via research-based insights. Strategic consulting fueled by measuring and improving the client and financial advisor experience for leading wealth management providers, including 15 of the 30 largest U.S. and Canadian firms.
EXCLUSIVE VIP CONTENT!
Digital Growth Session
Session Starts 2:05 pm ET / 1:05 pm CT / 11:05 am PT
Million Dollar Campaign 'Secrets' to Attracting HNW Prospects Online - Even If Nobody Knows You
How do you prospect and attract affluent investors, retirees and pre-retirees in the era of social distancing? Actually, it's not that hard and it's not your fault if you don't know this... no one's really talking about it - until now.
In this session you'll discover PROVEN virtual outreach, engagement and attraction techniques you can implement without a huge budget - or any!
- Where HNW investors "hang out" online (it's not Facebook) and how to get on their radar as the advisor 'in the know'
- Simple email scripts you can copy and deploy to get appointments virtually - even from 'ghosted' prospects
- How to make your profile irresistable to retirees to present yourself as the advisor of distinction
-
Insider scripts, campaigns and secrets you'll want your whole team doing after the summit!
Jeremiah Desmarais
Summit Executive Producer
CEO, Advisorist
Teams have generated 62,000,000
Financial Planning and Insruance Prospects
Online Since 2003
Bill Hortz
Founder & Dean
Institute for Innovation Development
Session Starts 2:35 pm ET / 1:35 pm CT / 11:35 am PT
NextGen Advisor Services Panel
Asset Map, Docupace, and Totum Risk join Bill Hortz for a panel discussion with Q&A covering key NextGen Advisor Services.
Bill is the Founder & Dean of The Institute for Innovation Development - a financial services business innovation platform for business innovation best practices/tools and as a network to increase awareness and spur more usage of important innovations in thinking and products/services for next-generation financial advisors and industry executives.
Tom Hegna
The Retirement Income Expert
TDH Financial Enterprises LLC
Session Starts 3:10 pm ET / 2:10 pm CT / 12:10 pm PT
Communication Strategies
Who Wants to Be a Millionaire?
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars in all 50 states.
Breakout Sessions III
Session Starts 3:50 pm ET / 2:50 pm CT / 12:50 pm PT
View content from our OnDemand Speakers!
You pick the content you need NOW to craft
your customized Summit experience.
All OnDemand content accessible through midnight tonight (PDT)
Afternoon Recap
4:10 pm ET / 3:10 pm CT / 1:10 pm PT
Highlights, insights, and awesome hacks
from the morning!
Welcome back from your OnDemand breakouts!
Let's wrap up the morning and get ready
for an amazing afternoon!
Kevin Darlington
General Manager, Broadridge Advisor Solutions
Jeremiah Desmarais
CEO, Advisorist
Virtual Presentation Strategies
5 Ways to Capture a Crowd Through Virtual Seminars
For decades financial advisors have relied on workshops and seminars to fill their pipelines. With social distancing in full effect, the rules have changed. With no one being able to meet in groups, is there something that can replace that power of presenting yourself as an expert and authority? Yes... with Virtual Seminars!
- Virtual Seminars 101
- How to present with confidence
-
What to say in the first 3 minutes so you capture them to the end
-
Best times of day to present for the largest audience
-
3 things to do before, after and during for the highest conversion
Brad Swineheart
VP Business Development, White Glove
Duncan Macpherson
Pareto
Practice Management
Building Systems In Your Practice to Weather Any Storm
Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation
Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Duncan's expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Michael Kitces
Chief Financial Planning Nerd, Kitces.com
Conversation with Michael Kitces
Session Starts 4:30 pm ET / 3:30 pm CT / 1:30 pm PT
New Study Reveals TRUE Source of Advisor Happiness + Q&A
Michael's knowledge and thought leadership shape strategic priorities and focus for kitces.com, nerdseyeview.com and Buckingham is instrumental in leading research fueling evidence-based financial planning strategies.
Both advisors and clients benefit from his work as he applies key strategies and techniques to advisor training, development and client experience efforts.
Cocktails, Q&A
Session Starts 5:00 pm ET / 4:00 pm CT / 3:00 pm PT
Brad Swinehart
WhiteGlove
Chris
Gaddis
Eve
Duke
Lloyd
Lofton
Jeremiah Desmarais
Kevin Darlington
Maintaining Focus
The Twelve Week Year
Is Your Quality of Life Tied to Your Ability to Plan & Execute at High levels?
The effectiveness of traditional goal setting, using annual goals, has long been debunked as an ineffective goal-achieving approach for eight out of ten people
Today, High-Achievers are now embracing and using a system called, "The 12 Week Year," to finally close the gap between what they desperately want to accomplish, and what they actually accomplish.
Brian Moran
12 Week Year
How I Built A 7 Figure Financial Blog That Eclipsed My Private Practice
- How many posts to write every week
- Why blogging and YouTube together work so well
-
The secret sauce to getting endless content ideas
- How CNBC found me in less than a year
- How to get started if this is your first time
Jeff Rose
Wealth Hacker
Virtual Marketing Strategies
How We Turned Offline Seminars Into a YouTube Appointment Generating Machine (56 Appointments Monthly)... Without Meeting A Single Client in Person
- How to Build an Automated Appointment Engine
- Why YouTube is the Untapped Source of Financial Planning Prospects - And How To Capture YOUR Share
-
The 3 Pieces of Equipment We Use You Can Get on Amazon To Make Impactful Videos
- The Ski Slope Method of Keyword Ranking So Retirees Find Your Videos FIRST
The first-of-its-kind reveal in the FA industry, based on the avalanche of success of Darius & Carmen Britt…
Who went from struggling and broke to $54,000 in commissions MONTHLY, all from a simple video and webinar funnel where prospects APPLY to work with them - 100% virtual and with ZERO ad spend.
Darius & Carmen Britt
Wealth Nation
Cameron Cobb
LinkedIn Talent Solutions
Marketing Strategies
Money in Motion! How To Rock Your LinkedIn Profile and Attract Financial Planning Clients - New Data And Insights In the Face of Social Isolation
Investors, retirees and pre-retirees are spending more time than ever on social media... and LinkedIn. In this session you'll discover powerful ways to enhance your LinkedIn profile, increase your visibility, be found in more searches and find money in motion.
Annette Bau, CFP®
Millionaire Insider™
Niche Marketing
Your 3 Step Plan : How To Get More Affluent Clients in a Crisis
This is an opportunity of a lifetime and a perfect time to gain market share-if you know what to do.
In this training, you will learn what is working right now to get more ideal, profitable clients. As well as the exact scripts advisors are using to gain market share.
In this training, you will learn what is working right now to get more ideal, profitable clients. As well as the exact scripts advisors are using to gain market share.
- What you must do to win the outer game!
- The biggest determinant of your success.
-
Why most advisors fail and what you can do to succeed.
- The #1 activity that top advisors are doing in this crisis to get new million dollar account.
-
The exact scripts that are bringing in new assets
Building Referrals
Increasing Client Confidence and Building Your Business During Market Volatility
Learn how to retain clients during a down market, and how to turn those clients into advocates who will do your marketing for you.
Joe Elsasser
Wealth Nation
Virtual Seminars for a New Real World!
Learn advanced techniques and skills to make your virtual events and communications more effective and impactful!
We all know the power of seminars and workshops. They may be the most effective and enjoyable way to reach out to new clients.
But the bar has been raised with online events.
Learn the new skills you need to generate a meaningful R.O.I. from your seminar marketing effort today.
Frank Maselli
Evelyn Jacks
Knowledge Bureau
Social Reconnection
How to Grow AND Prosper in Isolation!
Learn the secret to building your business in a post-pandemic world. It's actually much easier than meets the eye.
It all begins with understanding that the answer to "how much is enough" is not a number. Learn to exponentially increase your client base by managing multi-stakeholder networks and making sure those networks can find you above the fray.
Communicating & Connecting with Clients
How to Connect With Your Clients During a Crisis
During any major event, people tend to fall into three different categories: those that make things happen, those that wait for things to happen, and those that wonder what happened.
Right now is not the time to be silent. Using this three step communication funnel will allow you to connect with all of your clients and strengthen your relationships for years to come.
- How to become the advisor of trust during this time
- How to segment your clients for relevant communication
-
How to apply the F.O.R.D method for proactive results.
- And ultimately how to retain account and generate referrals
Luke Acree
Reminder Media
Situational Social Security
Giving advisors the necessary education to be proactive.
Increase your value to clients by learning about Situational Social Security. Gain the confidence to meet with clients regardless of their personal situation - single, married, divorced, survivor, children, public employees.
Mark Kiner
Premier Social Security Consulting LLC
How I Built My Podcast to 250,000 Downloads
And Work Less Than 25 Hours a Week
... Meeting Everyone Virtually
Benjamin Brandt, CFP®
Host, Retirement Starts Today Podcast
Founder Capital City Wealth
Management
Regenerate Yourself & Your Business Virtually... NOW
- 6 Essential Tips To Get Out of Overwhelm – this infodemic is creating more overwhelm than ever
- 8 Time Management Basics To Magnify Your Focus – working virtually requires time management basics like never before
- 15 Virtual Advisor Tips – learn from my decades of working virtually with financial services professional
-
7 Steps To Eliminate Time Bandits – there is a whole new set of virtual time bandits trying to rob you of your time while working virtually
-
4 Questions To Ask To Prepare For A Strong Virtual Team Meeting – keeping a strong virtual team connection
-
Understand Your Values – change is guaranteed; learn to master change by understanding your core operating system
-
3 Steps To Get Out Of Fear NOW! – learn how to dissolve the emotional contagion, fear, hypertension and pain dumping
Simon Reilly
Finding new markets!
Strategizing, implementing and driving sales productivity through ground-breaking business ideas and efficient and engaging marketing. In fact, Find customers for new products and services!
Lynn Toomey
Virtual Retirement Advisor
Dan Collison
Advice2Advisors
Emotional drivers to propel your attendees into action!
Driving Business with Estate Planning Webinars
Learn to win in the hyper-competitive environment through the use of advanced estate planning strategies. After the session, you’ll have a better understanding of why it’s important to offer educational webinars to the public. But it can be easy to get stuck on motivating attendees to take action and book an appointment...that’s where Dan Collison can help!
Dan will present “Driving Business with Estate Planning Webinars" where he will share the 10 key emotional drivers for getting seminar attendees to take action and what you can do to be seen as THE expert on legacy planning.
Eve Duke
Organizational Psychologist
Body & Mind Connected for Success!
How to BioHack Your Body and Mind for Peak Performance During Isolation
CAN'T VIEW THEM ALL BY MIDNIGHT?
We've got you covered!
Michael Kitces
Chief Financial Planning Nerd, Kitces.com
Thought Leadership for Strategic Priorities
Session Starts 4:30 pm ET / 3:30 pm CT / 1:30 pm PT
The MOST Efficient FA Marketing and Fee Model Strategies for Lockdown and the Future
Michael's knowledge and thought leadership shape strategic priorities and focus for Buckingham and it is instrumental in leading research fueling our evidence-based financial planning strategies.
Both advisors and clients benefit from his work as he applies key strategies and techniques to our advisor training, development and client experience efforts.
EXECUTIVE PRODUCERS
PROUD PARTNERS
Joe Elsasser
President, Covisum
6 Figure Wins in 3 Clicks: Creating a System for Growth
Attract, grow and retain business by building, tracking, measuring and iterating on the processes that help them scale.
- How to flip from a traditional funnel to a customer SUCCESS sales funnel
- How to become OBSESSIVE about systematic fulfillment
- A trio of ideas for “Unexpected Greats” you can deliver clients
- A proprietary formula for creating thrilled clients who refer you business
Dan Gonzales
LinkedIn
LinkedIn Insider Employee Peels Back the Curtain On What’s Working NOW for FAs on the Platform
- 50% of FAs are doing THIS on LinkedIn
- The one content format that is WHITE HOT on LinkedIn in 2021
- How to instantly get 30% more impressions on LinkedIn
- The mistake that’s slashing your LinkedIn video engagement by 80%.
- The one content format that is WHITE HOT on LinkedIn in 2021
- How to instantly get 30% more impressions on LinkedIn
- The mistake that’s slashing your LinkedIn video engagement by 80%.
Benjamin Brandt
Retirement Starts Today
$60,470,000 AUM from ONE FREE Source
(While Taking 212 days Off a Year)
- Why THIS – not blogging – is the answer to reaching people online.
- A $60M lead strategy that will allow this advisor to STOP taking more clients.
- How to stop asking for referrals and let MILLIONS in AUM come to you.
- A framework for flawlessly managing parenthood while also growing your practice.
Jason L Smith, BPC®,CEP®, CLTCDave Alison, CFP®, BPC®, EA
C2P Enterprises
7 Figure Silicon Valley Clients...
From The Heart of The Midwest
How to leverage a holistic financial planning strategy that streamlines EVERYTHING
Explore why simplicity is the ultimate sophistication for financial advisors
The 3-Meeting Close Process
The Money Cycle that sets up the CLOSE
How the Bucket Plan is helping two advisors CRUSH their competition and serve clients well
Which level are YOU on the advisor tech spectrum?
6 PRO tips for killer virtual meetings (even if you have no prior experience)
Jeff Nabers
Nabers Wealth
Advisor Bitcoin Masterclass
Creator of one of the world’s first cryptocurrency hedge funds and is at the forefront of investing in this new and exciting market.
- Discover why 95% of crypto is garbage...but this one is the real deal.
- How to become the advisor who is RIGHT when everyone else is WRONG.
- How shifting your view of the explosive Bitcoin chart changes everything.
- The 4 qualified Bitcoin exchanges that are perfect for crypto newbies.
- Debunking crypto myths that have cost you MILLIONS over the last five years.
- How to use the Sortino Ratio to make sense of Bitcoin for your clients and become a leading voice in a new world order.
Eve Duke
Advisorist
How to Nail Your Morning Routine…So Every Day is a Great Day! - Eve Duke
Learn how to crush your DAY and crush your LIFE with a power morning routine
The 3 research-backed components of an A+ morning routine
A simple Jedi Mind Hack to 2X productivity in the AM.
3 smartphone apps you can use to tune up your brain upon waking.
Unlocking the power of TRIGGERS to stay disciplined and win the day.
2 ways to remove friction the night BEFORE to make mornings a breeze.
Lloyd Lofton
Power Behind the Sales
Saleshero's Guide to Handling Objections
Lloyd is author of The Saleshero's Guide To Handling Objections, focused on empowering sales professionals with precise sales tools to scale their business and gain more wallet share with their clients.
- The quickest way to start a conversation with ANY prospect
- The secret scripts and word to overcoming common sales objections.
- What to say when a client says, “I just want to think it over.”
Jed Carlson
Adwerx
How to Become Omnipresent…In Less Than 5 Minutes
Learn how to build trust with your top prospects and stay in front of your referral network with precision-targeted digital advertising. Jed Carlson, CEO of Adwerx will provide you with tactical tips on using geo-targeted ads to build trust ahead of the referral, and sphere of influence and retargeting ads to close the loop after.
- YOUR clients are spending 60% of their time HERE.
- 26% of “Zoomers” do this on your meetings
- How to 11X your advertising awareness and engagement with prospects
- How to develop a ubiquitous advertising strategy for less than $100/month!
Jim Silbernagel
Real Wealth® Marketing
Create a More Comprehensive Practice by Leveraging Other People’s Authority & Resources
- How to use steak dinners you’ll never buy to get virtual meetings
- 3 says to use podcasting to get clients to call you (without doing a single recording)
- How to use ‘OPA’ to grow your practice
- The hybrid approach to virtual and in-person meetings for MAX client retention
- Building a competitive moat using other product lines
Alex Chalekian
Wealthbox
“ABC” - Always Be Collaborating : How a Remote Advisor Team Can Grow Their Business with Social CRM
Insight into growing your practice in a remote environment through collaboration and social CRM technology.
Anaise Pierre-Jean
Advisorist
"You're On Mute!" How To Nail Your Zoom Communication With The 16 Personalities
- How understanding personality types can revolutionize your prospecting
- Exploring the role of personality preferences in Zoom meetings
- How to communicate with INTROVERTS vs. EXTROVERTS
- Is your virtual Zoom background helping OR hurting you? Find out!
Mary Hunt
US Health Group
Top 1% Advisor Reveals 56 Virtual Meeting Tips
for High-AUM Prospects
- 9 lessons from 7 years of screen share presentations
- A real-time look at Mary’s office setup for virtual presentations
- 5 non-verbal cues that generate massive engagement on Zoom
Don Graves
Housing Wealth Institute
The Advisors Biggest Underutilized Ally For Generating More Planning Conversations
Use retiree's biggest asset to create new planning conversations leading to significant client impact and revenue increase.
- Where 68% of American’s wealth is held...a SECRET honey pot of assets
- How Advisors can mine their acres of diamonds
- How to find clients in your own backyard (that you previously overlooked)
- The one-line question to get more assets unlocked in less than 30 days
- Why HNWI are flocking to this method to protect themselves from capital gains.
- THIS could be the remedy to the retirement crisis.
Alana Kohl
President, AdvisorPR
Leveraging Earned Media to Go
From a ‘ZERO to HERO’ Advisor
How and why an advisor should work with the media in 2021 and beyond. Get your foot in the door with media and become a trusted media resource.
- The 3 things YOU get wrong about your advisor media strategy
- The TRIO of resources you must have to get started with media
- The only 2 ways to create media opportunities as an advisor
- Simple tips to WIN with HARO
- How to leverage the power of media mentions to build credibility and stay fresh
Chris Gaddis
Advisorist
5 ways to 5x - How I Used LinkedIn To Generate 5 Appts a Week
- 6 Categories for finding 7-Figure Advisor Niches
- How to ask better questions that compel LinkedIn prospects to engage
- 9 tools top advisors use to automate their LinkedIn prospecting
- 13 tasks you can automate
- The ONE hire you can make to save time and money with prospecting
- A 5-Day Challenge to help you generate leads THIS WEEK
Caleb Guilliams
Better Wealth with Caleb Guilliams
7 Figure Virtual Sales Success ... at Age 24
Scale Your Practice with Strategic Podcasting
Cooper Schwartz
Money.com
Consumer Buying Patterns from Money.com's Analytics Vault
The secrets of the DIGITAL ELITE (Top 1% of digital marketers)
A treasure trove of data on what your prospects are searching for NOW.
How to use anecdotes and personal reviews to drive traffic to your website
Tips for leveraging Google queries to tailor what you say on your website
Consumer money search trends: What’s NEXT for 2021?
Eve Duke
Money.com
Consumer Buying Patterns from Money.com's Analytics Vault
The secrets of the DIGITAL ELITE (Top 1% of digital marketers)
A treasure trove of data on what your prospects are searching for NOW.
How to use anecdotes and personal reviews to drive traffic to your website
Tips for leveraging Google queries to tailor what you say on your website
Consumer money search trends: What’s NEXT for 2021?
Robert Sousa
How to take your LinkedIn marketing to the next level with a unique strategy that attracts your ideal prospect to want to meet with you.
Create a weekly post that highlights an ideal prospect and promotes their talents to your network AND to their network. After dozens of likes, comments, and shares, the post can create thousands of views.
Your ideal prospect will receive dozens and dozens of notifications from your post and will reach out to you to thank you for your time.
This gives you the perfect opportunity to schedule a meeting with an ideal prospect, one that is a center of influence who wants to return the favor and either do business with you or introduce you to their network.
Eritza Laures
X Factor
How to "XFactor" Your Zoom Meetings
And Show Up Like A Rockstar
Grammy winning, Multi Platinum selling singer/ songwriter Eritza Laues has written songs and vocal produced for the biggest music super stars in the world! Musical royalty crowned her when both the King and Queen of Pop music, Michael Jackson and Whitney Houston sang her songs.
She also recently joined the ranks of Simon Cowell’s X Factor music team as a Vocal Coach and was also featured as a TV personality on his hit TV show “La Banda”, a Latin “American Idol” competition on the Latin network Univision.
- Video hacks for advisors from an award-winning musician and X Factor coach!
- How to shake the nerves of being on video and finally let your personality SHINE.
- Powerful affirmations to help you overcome your biggest fears
- Golden nuggets for creating better video content that turns prospects into CLIENTS
- People don’t buy products... they buy THIS…
Frank LaRosa
Elite Consulting Partners
Get Paid What You Are Worth, Create the Practice of Your Dreams, And Enjoy Work-Life Balance
Last year's work-for-home restrictions changed the financial services game as all advisors - whether they worked for a wirehouse or not - became de facto independent advisors. Yet, for those advisors trapped in the W-2 model, the pain points remained the same including branding restrictions, lack of control over your own book of business, restrictive compensation gird structures, and inadequate firm support.
This session will offer a playbook for those advisors interested in exploring the option of independence and guide them in best practices on how to achieve a successful transition.
Brieanna Carlson
Advisorist
Rockstar FA Online:
Profiles That Magnetize HNW Prospects to You
To begin leveraging the power of LinkedIn you’ll want to enhance your profile to achieve Rockstar status. A profile that relates to and engages HNW professional happens by bringing together a multitude of pieces that make up a complete and focused presence.
- How to go from BASIC to ROCKSTAR and develop a profile that attracts HNWI prospects.
- How to create evocative banners that pinpoint your prospects’ deepest desires
- The POWER of niching down and emphasizing QUALITY over quantity
- 3 real-world profile examples of advisors who are killing it on LinkedIn
Katherine Beltran
RedTail