Learn from ELITE advisors.

There are times throughout your career where you’re looking for more. More clients. More exposure. More growth. More ideas. More freedom.

But where can you find fresh ideas and new perspectives for growing your practice and becoming more efficient?

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. You’ll leave with fresh insights to help jumpstart your growth.

Attend this event to:

Gain valuable insights from top-performing advisors to enhance your sales process, convert prospects into loyal clients, and boost your closing ratio.

Unleash powerful marketing and lead-generation strategies that are proven to attract high-net-worth prospects, expanding your client base effectively.

Unlock key insights and actionable strategies to align your practice with your goals, and adapt to the dynamic financial landscape, propelling your success forward.

CreativeOne Showcase

October 15-17, 2023

Sheraton Overland Park Hotel | Overland Park, Kan.

Registration has closed. Please reach out to your sales team for more information.


Event Details

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 better marketer to keep your pipeline full.
  • Approaches to backend support and processes that can help evolve your practice.
  • How deepening your relationships can lead to lifelong clients and generate more referrals.

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.

Full agenda to come.


View Schedule

6:00 p.m.
Off-site dinner


View Schedule

7:30 a.m.


8:30 a.m.


8:35 a.m.
Wash. Rinse. Repeat. A Case Study for a Successful Process. 

Mark Roberts, President, Affinity Asset Management 


10:00 a.m.


10:15 a.m.
Rainmaker, Part I

Erik Bowman, President, Bowman Financial Strategies 


11:15 a.m.
How Marketing Plays a Pivotal Role in Your Practice

Sarah Williams, VP, Marketing Communications, CreativeOne  




12:45 p.m.
Speed Up Your Sales Cycle & Close More Business with RISA®

Wade Pfau, Ph.D., CFA, RICP®, Alex Murguia, Ph.D., RISA


1:15 p.m.
Rainmaker, Part II

Erik Bowman, President, Bowman Financial Strategies


2:45 p.m.


3:00 p.m.

iStructre Annuity for Structured Installment Sales

Paul Fulena, Annuity Business Development Director, CreativeOne


3:30 p.m.
CreativeOne Office Tour  


6:30 p.m.
Off-site dinner 


View Schedule

8:30 a.m.


8:35 a.m.
Tools & Technology  

Dennis Mattern, VP, Market Development, CreativeOne  


9:15 a.m.
How Marketing & Technology Revolutionized My Business

Frank Oliver, Oliver Wealth Management


10:00 a.m.


10:15 a.m.
Carrier Sponsor  


11:15 a.m.
Making Life Easy 

Pat McEvoy, SVP Life, CreativeOne 

Rena Nicholson, SVP Life, CreativeOne 


11:45 a.m.
Closing + box lunch + departures 

Meet your hosts.

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.

Vice President, Marketing Communications, CreativeOne

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.

Owner & President, Affinity Asset Management

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.

Wealth Advisor & Owner, Bowman Financial Strategies

Frank, a passionate advocate for helping individuals with their finances, established a specialized financial firm dedicated to providing personalized retirement strategies. With a wealth of experience, extensive education, awards, and the accolade of being an Amazon Best Selling Author for his book on financial planning, Frank possesses a unique advantage in the industry. Having worked with hundreds of clients over more than two decades, he offers invaluable insights into effective planning procedures, with an emphasis on taxes, income, money and estate planning.

In addition to creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of top financial advisors in the country: Ed Slott’s Master Elite IRA Advisor Group. His expertise extends beyond IRAs; Frank has invested significant time in acquiring advanced knowledge of Social Security strategies, money management, tax reduction, income planning, and so much more that enables him to design the most comprehensive retirement plans for his clients. His book, “Your T.I.M.E.™ is Now,” serves as a testament to his expertise and unwavering dedication to the field.

President & Founder, Oliver Asset Management

Registration has closed. Please reach out to your 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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