Continuing to work on bettering your craft means never stop learning. Ever.

Looking at ways to up your game is pertinent to staying relevant in the market and attracting new clients!


They want to know you’re the best at what you do, which means it’s imperative to keep improving. Tweaking here, trying something new there.


No need to look further, because it’s right here waiting for you (Richard Marx reference, anyone?). Say hello to our Success Series Seminar Edition.


We’re bringing you various topics that will motivate you to do better and push yourself. We want to help you hit those numbers (#goals) so register today and make this series your new weekly must-do.

Master Your Craft: Perfecting the Presentation

Featuring Pat Quinn, Presentation Perfector & Coach

October 6 • 10:30 a.m. CST
Register for the series to get access to the recording!

To be the best means you take the time to work on what you’re already good at; you want to master it. You can be the master of your craft with the help of presentation coach Pat Quinn.


Learn to transform your communication by:

  • Mastering every part of your presentation.
  • Learning how to connect with your audience the fastest way possible.
  • Encouraging your audience to take action, minus the sales push.
  • The two presentation mistakes that are costing you thousands of dollars each year!

With Special Guest

Austin P.
Financial Advisor

Utilizing the Power of Persistence

Featuring Alyssa Holmerud-Pease, Owner, A.P. Consulting

October 13 • 10:30 a.m. CST

A smile on your face will reflect in your voice. A simple idea that translates into appointment #wins.


Become an appointment-setting pro by:

  • Adjusting your mindset.
  • Tracking, tracking, tracking.
  • Utilizing all forms of technology to connect with prospects.
  • Asking the right questions.

With Special Guests

Mark F.
Financial Advisor

Colton Vaughan
CreativeOne

Rehumanize Your Communication

Featuring Danny Doerksen, Enterprise Account Executive, BombBomb

October 20 • 10:30 a.m. CST

The quickest, easiest way to record and send 1-to-1 video messages is with BombBomb. If you feel that your customer outreach should be as personal, effective, and engaging as a face-to-face meeting, then it’s time to rehumanize your client experience utilizing BombBomb video.


Listen in to this great discussion that will cover:

  • Why you should use BombBomb and videos.
  • 10 practical ways to actually use BombBomb.
  • Best practices for its use.
  • A live demonstration of it.

With Special Guests

Todd W.
Financial Advisor

Jessica Scheuler
CreativeOne

Tools, Programs & Success … Oh my!

Featuring CreativeOne + Adviser Panel

October 27 • 10:30 a.m. CST

Pat G.

Financial Advisor

Gerry D.

Financial Advisor

Mark F.

Financial Advisor

Kelly C.

Financial Advisor

Dennis Mattern

CreativeOne

Perry Boles

CreativeOne

Marketing can be overwhelming, so it helps if you have someone delivering the goods on a silver platter saying HERE, DO THIS BECAUSE IT WORKS! Hey—that’s us! We want you to have killer seminar marketing that brings in the people. We believe in these tools and programs otherwise they wouldn’t be a thing with us.


Get informed on:

  • The best marketing options that can get you the greatest numbers (with proof they work!).
  • The easiest way to incorporate these practices into your firm’s process.
  • How advisers just like you are using our tactics day in and day out to get it done.
  • Making seminars, like Retire for L.I.F.E.™, one of the best recruiting tactics out there.

So you want to up your seminar game?
Start by signing up here.

This series will motivate you to do better and push yourself. Complete the form below and you'll be registered for all of our upcoming sessions.

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