Annual Meeting

Your meeting has evolved.

“Every year, you get something that really gives you a jolt. All the years I didn’t come, I lost out.”

Mokadi Matsimela, BSc, CFP Pretoria, South Africa 10-year MDRT member, 9 Annual Meetings

Monday, June 15, 2015

12:00 – 1:30 p.m.

Laura Stack, MBA, CSP
Attack of the Productivity Suckers

Gregory B. Gagne, ChFC
It's About Time

Monday, June 15, 2015

2:00 - 5 pm p.m.

Alessandro M. Forte, Dip PFS
More Meetings, More Sales, More Referrals

Tuesday, June 16, 2015

6:30 – 8:00 a.m.

Wong Wai Kwong
Beng Suan Lim LUTCF
Withoon Lertpanomwan
Wong So Ping FChFP, MBA

Successfully Managing People and Production

Tuesday, June 16, 2015

10:00 - 11:00 a.m.

Katy Goshtasbi, J.D.
Attract, Don’t Hunt, the Perfect Clients

Carleton Hollister
Establish a Strong Niche Market Presence in Four Easy Steps

Tuesday, June 16, 2015

10:00 - 11:30 a.m.

Dan Allison
The Five Myths You Tell Yourself about Getting Referrals — and the Real Truth

John E. Coyne III
Alex Potts
Moderator: Craig L. Israelsen, Ph.D.
Active or Passive? - They Are Both Irrelevant If They Fail the Investor

Lauren Farasati
MASH! Your Mobile Advisor Staffing Hospital Comes to New Orleans
Spread Sheet: Capacity Analysis Template, Support Position
Spread Sheet: Do You Need a Mini You
Spread Sheet: Performance Process
Spread Sheet: Segmentation Template
Al W. King, III, J.D., LL.M.
Unique and Creative Uses of Modern Trusts Involving Investments and Insurance

David T. Lyons, J.D., CPA
Key Concepts of Business Ownership Agreements

Tuesday, June 16, 2015
2:00 - 3:00 p.m.

John F. Nichols
The Ability of Disability Insurance: Have The Conversation!

Debra C. Newman, CLU, ChFC
What Are You Missing With Long Term Care Planning?

Devang Patel, CFP, CLU
Blue Ocean Secrets for Practice Management

Maria Cecilia Zanoni
Leveraging Sales with the Enneagram

Tuesday, June 16, 2015
3:30 - 4:30 p.m.

Duncan MacPherson
Cracking the Code – The Lost Art of Articulating Your Value

Tuesday, June 16, 2015
3:30 - 5:00 p.m.

Dan Allison
The Five Myths You Tell Yourself about Getting Referrals — and the Real Truth

Joy Baldridge, CPC, CSP
Secret Weapon Selling Model: 25 Innovative and Tangible Ways to Increase Your Sales

Carole and Paddy Ducklow
The Illusion of Power: How to identify and break through dramatic triangles

Matthew T. Hoesly, CFP, ChFC
Jedediah Harrison Levene, CFP, CLU
Simon D. Lister, Dip PFS
Anthony Tomasula
Moderator: Jennifer P. Mann, MBA, CFP
Fast Track to a Successful Study Group

Craig L. Israelsen, Ph.D.
Diversified to the CORE: A Better Starting Point

Dan Richards, MBA
New Research – Communicating in a Sound Bite World (and how to get your emails opened)

Wednesday, June 17, 2015
8:30 – 9:30 a.m.

Bob Davies
Excellence Starts With Your Health

Wednesday, June 17, 2015
10:00 - 11:00 a.m.

Richard John Cawthorne, Jr.
How to Develop and Manage a 401(k) Practice and Use Your Position to Acquire High Net Worth Clients

Terence Chan Mou Hon
The Three Pillars of Business Growth

Barbara Fowler, CLU, ChFC
Using Digital Marketing and Social Media to Build Your Business

Thomas F. Love
What Do You Do for a Living? Does The Answer Matter?

Anwar Visram, CISSP
What is Your Smartphone Leaking?

Wednesday, June 17, 2015
11:30 a.m. - 12:30 p.m.

Reynold Angeles Gan
The Power of Napkin Presentations

Bryce M. Sanders
The Elephant in the Room – What Does Gen X Worry About?

David Szeremet, J.D., CLU
Advanced Life 2015 – Ideas that Thrive

Sponsors and Exhibitors

Platinum Sponsor

Bronze Sponsor