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Nov 29, 2016

A 'no' is not a failure. It's information. The ability to think on your feet is no excuse for being unprepared. Small salespeople ask weak questions.

If these statements ring true to you - or simply get you thinking about your areas of improvement - then our returning guest (be sure to listen to our other visits with...


Nov 15, 2016

If the Kremlin can hack a political party, what's to stop your accounts from being accessed by evil doers?

How can you protect your online security? What steps can you take to avoid identity theft?

Keynote speaker Jeff Lanza was an FBI Special Agent for over 20 years, investigating corruption, fraud, organized crime,...


Nov 14, 2016

We are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it. In order to do that, we have another industry expert, Stig Nybo, with us. 

He is a 25 year veteran within the retirement services industry. Stig has had the opportunity to help build several...


Nov 8, 2016

How many active sellers do you serve? 200? 500? 800? How do you decide how much “love” to give, to whom, and when? 

Speaker, author, executive coach, and Olympic medalist, Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals the repeatable systems,...


Nov 1, 2016

We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat, bottom line focused industry.

Too often, in the tireless pursuit of the business objectives, we overlook simple (but by no means easy) ways to impact the lives of those around us.

Mark Scharenbroich is an award winning author,...