Find the solution to supercharge your business' needs with a clear ROI at the free Financial Advisor Conference:
The Advisor Seminar will be held on November 6, 2019 from 8:00 a.m. to 5:00 p.m.
Early check-in begins each morning at 8:00 a.m.
All times shown are in Arizona Mountain time.
ASU SkySong
Building #1, Room #201 Global
1475 N. Scottsdale Road
Scottsdale, AZ 85257
Nov 6th: Morning Sessions
8:00 – 9:00 – Session 1
Mark Williams, Brokers International
Adapting to the Digital Age
– Make the most out of your digital presence
– How to utilize mobile and social media to boost your business
– The value of building a strong brand
– Automating your client retention and acquisition strategies
Learn More >
9:00 – 10:00 – Session 2
Bob Nienaber, benefitRFP
Simplifying Executive Benefits
– Create and Refine Top Performing Cultures for Leading Companies
– Utilizing the Key Role of Benefits
Learn More >
10:00 – 11:00 – Session 3
Harlan Accola, Fairway Independent Mortgage Corporation
Reverse Mortgages: The Cinderella of Retirement Planning?
-SEQUENCE OF RETURNS RISK
-Can your clients use a reverse mortgage in estate planning to increase the
legacy to their heirs?
-Medicaid & Long Term Care Strategies
-Can a reverse mortgage convert countable assets to exempt equity?
Learn More >
11:00 – 11:30 – Session 5
Greg Reese, AmeriEstate Legal Plan, Inc.
The Deferred Sales Trust – Foolproof strategy for adding significant assets under management and attracting new H.N.W. clients
– Help clients exit a business or real property, defer taxes, bring in new assets under management
– Expand your network of business partners who refer you business!
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11:30 – 12:00 – Session 4
Lisza Gulyas, Velur Enterprises
Investing in Land — The Smart Way
– Where can you still buy land at fair price and make huge equity gains?
– Mitigating risks!
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Nov 6th: Afternoon Sessions
12:30 – 1:30 – Session 4
David T. Eastman, Morris Hall, PLLC
Estate Planning for the Professional Advisor- those who understand it earn the higher revenue.
– How a living trust can preserve your clients legacy
– Your clients IRA and their estate plan- how they can work together in harmony
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1:30 – 2:00 – Session 5
Stewart Gooding, HSA Bank
Increase Retirement Plan Revenue with Investment HSAs
– Why HSAs for Retirement Planning
– How HSAs can help you grow your Business
Learn More >
2:00 – 2:30 – Session 6
Brian Walsh, Refinitiv
Next Generation Solutions for the Next Generation Advisor
-Advisor Desktop Solutions
-Digital Solutions
Learn More >
2:30 – 3:00 – Session 7
John McConnell, Quantum
Make Opportunity Knock
– Build community presence / developing a story for the baby boomer.
– A new generation of investment opportunities.
– Writing the Right Contract.
– Building a Business.
Learn More >
3:00 – 3:30 – Session 8
Ryan Finch, Tangible Wealth Solutions.
What To Consider When Including Real Estate In An Overall Portfolio
– Understanding the different elements of a real estate deal and how they can increase or decrease risk and why.
– How changes in the perception of a city, neighborhood or property type can create significant changes in value + or –
3:30 – 4:00 – Session 9
Bob Eviston, Nationwide
Benchmarking Retirement Plans
– Information needed and tools available in order to provide a valuable comparison report for potential clients
– Uncovering the 4 F’s of retirement plans – Funds, Fees, Fiduciary and Financial Advisor Service
4:00 – 4:30 – Session 10
Dana Mantilia, Identity Protection Planning
Identity Theft is the fastest growing crime in the US – Who is Protecting your Clients?
– Proactive Competitive Advantage – Offer services others are not!
– Provide identity theft education and protection to your clients and protect their investments
4:30 – 5:00 – Session 11
Karl Bareither, FBR System
Business Continuity Planning for Advisors Working with High Net Worth Family Owned Businesses
– Learn how and why to include the entire family in the planning process
– Increase revenue, and credibility, by charging a fee for planning services and in the process sell more products