Learn from three of the best advisors.

There are times throughout your career where you’re looking for more. More clients. More exposure. More growth. But where can you find fresh ideas and new perspectives for upping your game?

At CreativeOne’s Showcase, you’ll get access to some of the top advisors we work with who are willing to share ideas, processes and concepts that have made them the best at what they do. We don’t just pick any Tom, Dick or Jane for Showcase. We pour over who is going to bring the most to the table and answer your bold questions.

CreativeOne Showcase

February 15-17, 2023

Sheraton Overland Park Hotel | Overland Park, Kan.

Registration is now closed. Please contact your CreativeOne sales team for more information.

Showcase is a small-group setting where top advisors take over to share with you their inner workings on how they became so successful at what they do. Each advisor has a different specialty or process they’ve perfected, proving they know what they’re doing. They’ve got experience, know-how and cut straight to the chase.

Topics include:

  • How to become a guide, not a product pusher.
  • Why backend support and processes are game changers.
  • Why educating prospects can lead to lifelong clients.

It takes a lot to step away from your daily hustle for two days. We wouldn’t invite you to do so if it wasn’t worth it, right?
Taking your financial practice to the next level is no easy task. It takes a village to get you to where you could be. That’s why we’re here—to help you succeed.

Showcase can help you do just that. You’ll also be privy to learn a little bit about who we are and how we’re different from other IMOs. Here, it’s not about us—it’s about YOU.

This agenda will get you fired up.

Wednesday, February 15

Throughout day
Arrivals

2:00 p.m.
Welcome

2:15 p.m.
Wash. Rinse. Repeat.

Advisor: Mark Roberts, Owner & President, Affinity Asset Mangement

3:15 p.m.
15-minute break 

3:30 p.m.
Guest Speaker

4:30 p.m.
Featured carrier presentation

5:00 p.m.
Close

6:00 p.m.
Dinner

Thursday, February 16

7:30 a.m.
Breakfast

8:30 a.m.
Welcome

8:45 a.m.
Rainmaker Part I

Advisor: Erik Bowman, Bowman Financial Strategies

10:00 a.m.
15-minute break

10:15 a.m.
How to Gain Wallet Share 

CreativeOne Wealth

10:45 a.m.
Making Life Easy

Pat McEvoy, Senior Vice President, Life, CreativeOne
Rena Nicholson, Vice President, Life, CreativeOne

11:15 a.m.
Retire For L.I.F.E.

Advisor: Matt Schuller, Founder, Retire for L.I.F.E. and President, BrightPath Wealth Management

11:45 a.m.
Lunch

12:45 p.m.
Rainmaker Part II

Advisor: Erik Bowman, Bowman Financial Strategies

1:45 p.m.
How Marketing Plays a Pivotal Role in Your Practice

Sarah Williams, Vice President, Marketing Communications, CreativeOne

2:45 p.m.
15-minute break

3:00 p.m.
How to Generate Leads Digitally

Perry Boles, Vice President, Digital Marketing, CreativeOne

3:30 p.m.
CreativeOne Office Tour

6:30 p.m.
Dinner at Top Golf

Friday, February 17

Throughout morning
Departures

Registration is now closed. Please contact your CreativeOne sales team for more information.

Meet your hosts.

Vice President, Marketing Communication, CreativeOne

With 20 years of experience in sales, marketing, advertising and public relations, Sarah leads the company’s outreach efforts, showing financial advisors and independent insurance agents exactly what they can accomplish through branding, lead generation and social media. She has helped hundreds of producers expand their businesses, showing them how to grow revenue while positioning them as industry thought leaders since joining CreativeOne in 2011.

As CreativeOne’s chief ambassador, Sarah communicates how marketing and practice management can help agents and advisors expand their practices. She leads the education channel, recruiting prospective agents and advisors who want to join CreativeOne. Her knowledge of marketing, combined with her embodiment of CreativeOne’s philosophy, make her a formidable leader in this ever-changing industry.

Owner & President, Affinity Asset Mangement

In addition to managing clients’ money and giving investment and diversification advice, Mark Roberts offers something that “the other guys” don’t—a unique approach to retirement tax strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution.

As Owner and President of Affinity Asset Management and 20-plus year veteran of the industry, Mark’s philosophy throughout the years has been—and continues to be—“the blueprints are more important than the wallpaper or carpet.” The wallpaper and carpet represent products like investments and insurance policies, whereas the blueprints represent the strategies. Once strategies that truly fit the client’s needs are put in place, his focus can shift to providing them with the right products.

RICP®, NSSA®

Wealth Advisor & Owner, Bowman Financial Strategies

Erik began his financial career in 2009 and after years in the business, was compelled to create a boutique financial firm focusing on the important and complex transition people make into retirement. Erik’s firm, Bowman Financial Strategies, provides detailed retirement planning, retirement investment, Social Security filing, and retirement distribution strategies focusing on tax efficiency. Erik’s goal is to help clients live the retirement they envision and help alleviate anxiety with clear, concise advice so they can make confident decisions.

Erik is an accomplished public speaker delivering numerous workshops focusing on pension planning, Social Security filing and tax-efficient distribution strategies during retirement. He also hosts Uncommon Cents, a podcast dealing with essential topics relating to retirement planning.

Hear Erik Bowman, founder of Rainmaker, share a little more about the program.
Matt copy

President & Founder, BrightPath Wealth Management, Creator of Retire For L.I.F.E.

Matt wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is fiduciary, which he takes extremely seriously and is a published author for Kiplinger financial magazine.

Matthew also spends some time traveling the country each year consulting other advisors in the industry on his Retire for L.I.F.E.™ process. He’s also asked to present to reps and advisors with many broker-dealers and/or RIAs. While Matthew enjoys doing this he enjoys helping and meeting with his own clients the most. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice.

Registration is now closed. Please contact your CreativeOne sales team for more information.

If you have any questions about registration or any other Showcase-related inquiry, call 800.992.2642.

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