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.
Topics include:
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.
6:00 p.m.
Off-site dinner
7:30 a.m.
Breakfast
8:30 a.m.
Welcome
8:35 a.m.
Wash. Rinse. Repeat. A Case Study for Successful Process.
Mark Roberts, President, Affinity Asset Management
10:00 a.m.
Break
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
12:00 p.m.
Lunch
12:45 p.m.
iStructure Annuity for Structured Installment Sales
Paul Fulena, Annuity Business Development Director, CreativeOne
1:15 p.m.
Rainmaker, Part II
Erik Bowman, President, Bowman Financial Strategies
2:15 p.m.
Partnerships Redefined
Shannon Kruger, SVP Business Development, CreativeOne Wealth
Tanner Lawrence, VP of Business Development, CreativeOne Wealth
Jeff Eisenhauer, President & CCO, CreativeOne Securities
Jake Tyndall, Director of New Business, CreativeOne Securities
2:45 p.m.
Break
3:00 p.m.
Increasing Seminar Conversions & Leveraging Omni-Channel Marketing
Danny Yaldor, Director of Business Development, LeadJig + Acquire Direct
3:30 p.m.
CreativeOne Office Tour
6:30 p.m.
Dinner
8:30 a.m.
Welcome
8:35 a.m.
Annuity Sales Ideas
Dennis Mattern, VP, Market Development, CreativeOne
9:45 a.m.
Break
11:15 a.m.
Retire For L.I.F.E.
Matt Schuller, Founder, Retire for L.I.F.E. and President, BrightPath Wealth Management
11:30 a.m.
Making Life Easy
Pat McEvoy, SVP Life, CreativeOne
Rena Nicholson, SVP Life, CreativeOne
12:00 p.m.
Closing + box lunch + departures
Vice President, Marketing Communications, 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.
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.
800.992.2642
6330 Sprint Pkwy
Suite 400
Overland Park, KS 66211
getcreative@creativeone.com
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Securities is a wholly owned subsidiary of CreativeOne. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
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