FREE Live Virtual Summit with Top FAs, Coaches & Thought Leaders

Live Online May 6, 2020

Join Us For This EPIC 2020 Virtual Advisor Summit

Join 5,605 FAs already registered
managing $82.1B in AUM!

15 Top Financial Advisors & Coaches Share Their Secrets on How They Are Getting New Clients Virtually, RIGHT NOW, Without Spending A Dime On Ads or Meeting Anyone In Person

 

What would you do if you HAD ONLY 30 DAYS
TO START OVER,  couldn't see anyone 
in person

to fill your pipeline or preserve your book?

Would your practice thrive or die?​


LEARN FROM SPEAKERS FEATURED ON


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JOIN US LIVE ONLINE May 6, 2020

Agenda

Live speakers, on demand content, and entertainment! 

OnDemand

Your choice, 
all day access


Jeff RoseHow I Built A 7 Figure Financial Blog That Eclipsed My Private Practice


Brian Moran, 12 Week Year

Maintaining Focus

Darius & Carmen Britt
How We Turned Offline Seminars Into a YouTube Appointment Generating Machine


Cameron Cobb 
Money in Motion! How To Rock Your LinkedIn Profile​ and Attract Financial Planning Clients


Annette BauYour 3 Step Plan : How To Get More Affluent Clients in a Crisis


Frank Maselli
Advanced techniques to make your virtual events and communications more  impactful


Evelyn Jacks, Knowledge Bureau
How to Grow AND Prosper in Isolation!


Joe Elsasser, Covisum
Increasing Client Confidence and Building Your Business During Market Volatility


Marc Kiner, NSSA
Situational Social Security

 

Simon Reilly
Regenerate Yourself & Your Business Virtually... NOW​

Luke Acree, Reminder Media
How to Connect With Your Clients During a Crisis

 

Benjamin Brandt​

Retirement Starts Today Radio


Daniel Collison
Driving Business with Estate Planning Webinars​

 

Jed Carlson, Adwerx

 

Leigh Abbott

 

Eve Duke

 

Darren Cde Baca
Adopt Your Powerful Formula... Decide, Commit and Become

 

Lynn Toomey


LIVE

All times EDT


9:00 am Welcome
Kevin Darlington
& Jeremiah Desmarais

9:15 am Ed Slott
COVID-19 Tax Retirement Account Tax Updates Your Clients Need to Know NOW!

10:15 am Brad Swineheart
5 Ways to Capture a Crowd Through Virtual Seminars, 
White Glove​

11:45 am Morning Recap
Kevin Darlington
& Jeremiah Desmarais

12:00 pm Duncan McPherson
Building Systems In Your Practice to Weather
Any Storm
Pareto Systems

12:45 pm Michael Orr
Engaging Customers
and Prospects on Social Media
Grapevine6

2:000 pm Kevin Darlington 
& Jeremiah Desmarais
Inbound / Outbound Client Acquistion Trends during
Covid 19

3:00 pm Tom Hegna
Your Clients' Biggest Fears in Today's Economy

4:15 pm Michael Kitces
The MOST Efficient FA Marketing and Fee Model Strategies for Lockdown
and the Future​

5:00 pm Cocktails
Yes! Cocktails & Entertainment!

 

 

 

 

 











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