Monday, July 12
Juli McNeely, CFP®, CLU, LUTCF
Habits + Process = Success
Successful advisors have set processes in place to make success not only achievable, but predictable! Building reliable systems and processes sets the standards for how your business will perform. How do you want your team to feel in their work environment? How do you want your clients to feel when they begin working with you? Juli’s presentation covers how to have solid systems and processes to achieve success for both your team’s internal culture and the external culture your clients experience.
Tuesday, July 13
Delvin Joyce, CLU, ChFC, RICP
Former NFL player with the New York Giants, Delvin will share seven lessons he learned through athletics which helped him transition from football to success as a Financial Planner with Prudential at Carolina Financial Group in Charlotte, NC. Delvin’s message, “Sticktoitiveness: Finding Yes in a World of No” will inspire you greater heights!
Wednesday, July 14
Brandon Heckert, AAMS
A 4-year member of MDRT and Main Platform speaker at the 2019 MDRT Annual Meeting in Miami and Sydney, Australia, Brandon will share how he skyrocketed to success as a young agent – having started his career in 2017. It’s a remarkable story! With FMS Wealth in Nashville, IL, Brandon focuses on advanced planning strategies.
Walk away with the following ideas:
- Finding a way to overcome being a younger advisor
- What it means to adapt to new technology effectively in our industry
- How to partner with older advisors to build a transition plan
- Advantages that I see with an aging advisor population for both the younger and older advisors
- How to use older advisors experiences through mentorship programs
- Ways to perfect your language when approaching millennial clients
Thursday, July 15
Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI
Carroll is Executive Director of NAIFA’s Limited and Extended Care Planning Center and will share the latest information from the world of long term care. These are unprecedented times and whether or not you sell LTC, you’ll find Carroll’s message to be fascinating and highly informative! Her industry expertise is top shelf.
Friday, July 16
Michael Aun, FIC, LUTCF, CSP, CPAE
Michael has delivered memorable keynotes to millions of people in the world’s leading organizations for over three decades! For us, he’ll cover 13 customer service facts as found in his book, “It’s the Customer, Stupid!”. Buckle your seat belts for a humorous, hard-hitting ride through the world of profitable customer service!
