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.
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 a 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
Lunch
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.
Break
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
8:30 a.m.
Welcome
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.
Break
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
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.
SARAH WILLIAMS
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.
MARK ROBERTS
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.
ERIK BOWMAN
Wealth Advisor & Owner, Bowman Financial Strategies
RICP®, NSSA®
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.
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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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