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.
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.
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.
Arrivals and transfers to the hotel
8:00 a.m. to 9:00 a.m.
9:00 a.m. to 11:00 a.m.
Advisor: Pat Seelye, Financial Life Matters
11:00 a.m. to 12:00 p.m.
12:00 p.m. to 1:00 p.m.
1:00 p.m. to 3:00 p.m.
Advisor: Erik Bowman, Bowman Financial Strategies
3:00 p.m. to 4:30 p.m.
8:00 a.m. to 9:00 a.m.
9:00 a.m. to 10:30 a.m.
Advisor: Matt Schuller, BrightPath Wealth Management & Creator of Retire for L.I.F.E.™
10:30 a.m. to 11:00 a.m.
How to Use Social Media in Your Practice
11:00 a.m. to 11:30 a.m.
Close and wrap up
Boxed lunch; airport departure
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.
President & Founder, Financial Life Matters
Pat has been in the financial services industry for 15+ years. He’s a United States Air Force Gulf War Era veteran. During his early career as a policeman, he also became a hostage negotiator/team leader.
Intrigued by the world of business, Pat changed careers and served in multiple leadership roles in the communications and financial services industries focusing on small business development and best practice implementation.
Pat founded Financial Life Matters to provide independent, education-based retirement income planning. It was important to Pat to create a company that is independent of outside influence to act solely in the best interest of his clients. Education is the foundation for guidance, eliminating outdated concepts and approaches.
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.
President & Founder, BrightPath Wealth Management, Creator of Retire For Life
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.
If you have any questions about registration or any other Showcase-related inquiry, call 800.992.2642.
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