2024 Live Event

Win High Net Worth Clients, Keep Them for Good, and Clone Your Favorite Ones

September 26th and 27th 

St. Julien Hotel // Boulder, Colorado

Thank you for joining us in Boulder this year!

Meet the Speakers

Matt Heckmann

The original creator of the Time Weighted Asset Allocation Methodology

Mitch Anthony

Author of “The New Retirementality” and Financial Life Planning pioneer

Dan Allison

Founder of Feedback Marketing Group and leading authority on the Psychology of Referrals

Ben Carlson

Director of Institutional Asset Management at Ritholtz Wealth Management and author of “A Wealth of Common Sense”

Will Richardson

Financial advisor with 16 years of experience and podcast host of the  “Richardson Financial Podcast”

John Diehl

Senior Vice President of Applied Insights and published retirement planning expert

2024 Event Agenda

You Will Learn To:

  • Make prospecting conversations comfortable for your clients so you can clone your favorite ones 
  • Systematically and permanently solidify your client relationships with every life changing event 
  • Quantify the value of your service and help your clients understand why you are worth multiples of your cost 
  • Eliminate the need to discount your fees and ensure you get paid what you’re worth
  • Implement a subscription fee model to generate revenue from clients even when you don’t manage their assets 
  • Teach estate planning concepts that boost your credibility and premium numbers at the same time 
  • Develop a life insurance philosophy that is attractive to high net worth clients 
  • Avoid having to play defense in performance reviews by changing your approach to the conversation 

What Past Attendees Are Saying

“I’m a 35-year NM veteran in a small market of around 100k population. I’ve qualified for Forum a few times and built a really good 500k premium and almost 1M GDC practice. I was very skeptical of Yoda Training, but it has been absolutely incredible! Everything has come to life. Best training I’ve gotten with NM in 35 years. I’m completely overhauling my approach to the market with Yoda language.”
Rod Parker
Rod Parker
Meeks Network Office
“One of the best educations in applying what we know about the business and planning to how we talk about and implement planning with our clients. Never experienced another workshop that offered so many usable materials to help – pure gold”
John Francis Baker
McQuade Network Office
“After participating in Yoda we were able to immediately implement concepts like Time Weighted Allocation & building a cash reserve, Lifestyle assets vs. Legacy assets, Retirement Distribution Funnels and how the various buckets are taxed, tax bracket management, etc... Shortly after we closed a $7M prospect who met with us and a couple other advisors."
Shane O'brien
Gross Network Office
“The Yoda training is tremendous - an absolute asset to our business. It is incredible to hear Matt and his team go through their entire process. I was able to immediately integrate ideas of understanding financial capacity, the CEO of your life plan, the 7-year question and much more. Everyone needs this training!”
Vince Crivella
Holleran Network Office