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Speaker lineup
Tom Hegna
(Bestselling Author & Economist)
10 Powerful Ways to Stand Out in 2023
10 Ways To Cut Through The Noise And Stand Out NOW
Alternative and overlooked strategies for grabbing attention in an ethical way
How to embrace a new era of marketing with greater exposure than ever before
Sam Lichtman
(Financial Advisor & TikTok ‘Finfluencer’)
The Passive $30k/month TikTok Funnel
How Sam is crushing TikTok as a young financial planner
The step by step process he uses to book 8 meetings a day (no phone calls)
How to get a 100% meeting show up rate using a simple booking process
Larry Sprung
(CFP & Advanced Event Marketer)
The $6M AUM STANDOUT Event Strategy
How one advisor used just 3 in-person social events to add $6M in AUM
3 invitation layouts and designs to swipe for your next event
Best times of the year to book your events to get maximum attendance
Jim Musgrave
(Retirement Advisor)
STANDOUT Webinar System to Near Unlimited Prospects
The exact workflow a top FA uses to automate the pre- and post-webinar process for increased attendance and appointments…without any need for complex tech
An unconventional yet effective method of gaining credibility and enhancing website traffic
The simple (FREE) tool for airtight sales pipeline tracking…so that no prospect ever slips through the cracks.
Cooper Schwartz
(Head of Industry, Money.com)
The Biggest Macro Money Trends of 2023
Head of New Business & Growth at Money Group shares the biggest macro money trends of 2023, based on 1.5M+ monthly readers looking for financial help
What financial prospects crave (based on 1.5M+ monthly readers looking for financial help)
How to leverage top money trends when creating marketing content
Sky Richardson
(Financial Copywriter)
Email Marketing Formulas to STANDOUT In the Inbox
How to stand out with email and drive appointments without picking up the phone (an introvert’s DREAM!)
Why conventional sales wisdom is dead-wrong when it comes to marketing in 2023 (and what to do instead)
Email scripts, subject line formulas, and data from 734,962 emails sent in 2023
Domenick D’Andrea
(Financial Advisor, AIF®, CRC®, CPFA™️)
The $40k Social Selling Secret
How to use “Social Selling” to meet with an extra 3+ qualified prospects every month
3 types of posts that resonate with prospects and get them to reach out
The gritty technique that netted an extra $40k in commish over the past 12 months
Brian Haney
(Founder & CEO of The Haney Company)
70 Associations Without Spending a Dime!
Unlikely niche marketing ideas for generating massive exposure
The top reasons why most advisors fail with niche marketing (and how to avoid these pitfalls)
Building a brand for the long haul (how to prioritize longevity)
Jeffrey Lamont
(Financial Advisor to Lawyers)
Standout Panel: Advisors Tell All
How Jeff built a massive database of 1200 prospects in a hyper-specific niche
The tools he uses to book 2-4 "Coffee Chats" with qualified prospects each week
How Jeff scored $200k in NEW commissions with potential revenue of $3.4M+ in his current sales pipeline
Lauren Cobello
(PR Specialist)
Standing Out With a Modern PR Strategy
How to build relationships with reporters (so close they invite you to their baby showers and weddings)
The art of using ‘Local Newsjacking’ to get yourself on the media
How to use AI software to craft an unstoppable pitch
Jeremiah Desmarais
(23x Award Winning Financial Marketer)
7-Figure Selling Virtually With Modern Selling
The basic sales process template that top-performing FAs rely on (feel free to swipe this blueprint)
A 15-minute sales framework that generated $100k in annuity and life commissions in 30 days
The system that turned a single LinkedIn message into $50k in lifetime fees and an extra $200k- $300k in immediate income
Garrett Gunderson
(NYT Bestselling Author)
How I Built, Grew, and Sold an INC 500 Firm by STANDING OUT
How authoring a simple book can create insane exposure that fuels business growth
The 4 most important keys to growing a firm that you can eventually sell
The power of leveraging relational capital to build a lean, mean, growth machine
Dr. Pamela Jolly
(Author & Strategic Consultant)
Creating Wealth for African Americans
The Narrow Road wealth pattern and what it means for financial advisors
Research on black wealth based on 7,000 qualitative interviews
The difference between traditional and relational advising (and how to win as an FA)
John Ruhlin
(Founder of Giftology)
High ROI Gift Giving Strategies for FAs
Why knowing how & when to give gifts is just as important as what to gift
The power of “Planned Randomness” for wowing people
Gift giving strategies of highly successful advisors and business leaders
Kashif Ahmed
(CEO, American Private Wealth)
Standout Panel: Advisors Tell All
Why his social presence as #explainerinchief goes viral
Lecturer in finance at Suffolk University
Rich Christiansen
(51x Entrepreneur)
Family, Wealth, & Balance: Secrets From a 51x Entrepreneur and Full-Time Dad
How a founder of 51 businesses taught his children to independently start their own 7-figure businesses in high school (with zero entitlement and impressive perspective)
The secret ritual he instilled in his family that lead to million-dollar wins…and a healthy family
How to go from a life of force to a life of flow…with a simple step-by-step action plan
Kristin Patterson
(Vertical Director of Financial Services at TikTok)
How TikTok is Democratizing Marketing for Insurance & Financial Advisors
4 TikTok hashtags with a collective 26.2 BILLION views
Why financial prospects go to TikTok to WATCH (not just CHECK)
Real-world case studies of insurance and financial brands going viral on TikTok
Emily Reed
(CEO and Co-founder of HeyAdvisor)
Unlocking the Power of Hands-Off Content Marketing to Nurture Clients
The insider secrets to content that gets remembered
Cross generational relationship building with content campaigns
How to increase the longevity of your book and add value (in a hands-off way)
Brian Moran
(NYT Bestselling Author)
Creating UnCommon Accountability To Stand Out
How to unlock the potential of true accountability to become a better advisor.
Leveraging the unstoppable power of choice to grow your business
How to go from “I have to” to “I choose to”
Brian Holmes
(SEIA)
Standout Panel: Advisors Tell All
How a network of 80 independent advisors amassed $16 billion in client assets
Founder of one of the first hybrid RIAs
Maria Sangalang
(Financial Advisor)
Standout Panel: Advisors Tell All
How she gets an extra 2-3 appointments booking onto her calendar each week
The secrets behind her brand new pipeline of $95k FYC + $228k commissions
The exact steps she implemented to reach her first-ever MDRT qualification
Todd Friedman
(Financial Advisor)
Standout Panel: Advisors Tell All
How Todd generated an extra $33k in commissions from 4 annuity sales.
The simple system he uses to add extra $15k in pipeline every few weeks
High growth tactics for building a competitive and scalable advisory firm
Jimmy Lee
(CEO, The Wealth Consulting Group)
Standout Panel: Advisors Tell All
How his network of 112 independent financial advisors managing $5 billion in client assets stands out
How he's grown one of the largest hybrid RIAs with LPL Financial with nearly $400 million in ESG investments
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