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 Rose, How 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!
EXECUTIVE PRODUCERS
PROUD PARTNERS
