Considered by many to be the THE Retirement Income Expert, Tom Hegna is a proven grand slam as a speaker and trainer, and his presentations have an immediate and powerful impact on sales results. A noted author and economist, Tom takes complex financial concepts and makes them simple, sticky and actionable. During his time with you and your team, Tom will:
Spend a half-day with Gary Schwartz, Executive Vice President for North Star Resource Group and co-author of Practice on Purpose - Achieve the Financial Advice Practice You Desire and Your Clients Deserve. At this workshop, Gary will share his knowledge and experience with leaders and advisors, coaching them on how to achieve million dollar revenue as well as other advice-based practices.
Three-day, two-night stay for four at the resort lodge. The winner is offered a choice of either an open European hunt or unlimited skeet, trap, and spot clays. The winner also has the opportunity to upgrade to accommodate a study group or a management team retreat.
Three customized designed, 1-hour quarterly live video conferences with Troy Korsgaden. Each live video call can accommodate up to 250 sales leaders and includes chat as well as streaming video.
Give Yourself a Competitive Edge: Become a Crazy Good Speaker Training Day for Advisors, Agents, and Leaders.
Two face-to-face meetings at Baystate Financial Office in
Boston, MA for coaching and strategy sessions plus mutually agreed upon
follow up and coaching. Learn how the largest producing agency of any company in the industry was rebuilt from scratch. Any and all ideas will be shared as you see executed business plans, meet with management team, advisors, staff, etc. Get the complete playbook! Follow up coaching and strategy sessions will allow you to fine tune your approach as you look to apply Baystate's systems to your organization.
If your organization is struggling to figure out how to reverse the life insurance underinsured trend, then highly- rated LAMP '16 Keynote speaker, Maria Ferrante-Schepis, can help. Maria is a leading insurance and financial services innovator, keynote speaker and change expert. During this 1/2 day together you and your team will be entertained and encouraged to think differently about insurance and innovation and embrace new ways of engaging today's evolving consumers to achieve better results. Maria will work with the winner prior to the event to establish the format and material most valuable for the attendees. She has a wide array of content including, but not limited to:
Hoopis Performance Network is offering the opportunity attend the Firm Foundations Workshop for up to 6 members of an organization's management team. Perfect for the organization looking for a tranformative experience that will align their leadership team and provide a turnkey approach to agency building that will take their organization to the next level.
Joe Jordon, author of the bestselling Living a Life of Significance will present his powerful new presentation, A Guide to Thriving in a Changing World.