7:00-8:00am:           Breakfast

8:15-9:15am:            Mitch Anthony Keynote

• • • • • •  The E.P.I.C. Retirement:
            • Learn how to reframe the retirement conversation in a way that creates purpose for high net worth clients

9:30-10:45am:         Dan Allison Keynote

• • • • • • Increasing Client Referrals:
            
            • What your clients wish you knew about getting them comfortable making referrals

11:00-12:15pm:       Ben Carlson Keynote

• • • • • • The Evolution of Financial Advice:
            • Keep your practice from getting left behind as technology changes and the industry evolves in scope of services

12:30-1:45pm:         Lunch

2:00-2:45pm:          Breakout Session 1

• • • • • • Option A – Guide / Guru / Gladiator:
            • Quantify the value of your services and help your clients understand why you are worth multiples of your cost
          • Option B – Fold Life Insurance into Financial Independence Planning:
            • Position life insurance as an attractive tool to high-net-worth clients

3:00-3:45pm:           Breakout Session 2

• • • • • • Option A – Connect Investor Performance to the Real World:
            • Avoid having to play defense in performance reviews by changing your approach to the conversation
          • Option B – CEO Consulting Engagement:
            • Implement a subscription fee model to generate revenue from clients even when you don’t manage their assets

4:00-4:45pm:           Breakout Session 3

• • • • • • Option A – Getting Traction in Feedback Meetings:
            • Make prospecting conversations comfortable for you AND your clients so you can clone your favorite ones
          • Option B – Increase Your Fees and Undo Your Discount:
            • Eliminate the need to discount your fees and start getting paid what you are worth

6:00-8:00pm:           Evening Reception 

7:00-8:00am:          Breakfast

8:00-8:45am:         Breakout Session 4

• • • • • • Option A – Working Through Pivotal Life Events:
            • Systematically and permanently solidify your client relationships with every life changing
              event
          • Option B – Master the Legacy Planning Conversation:
            • Introduce legacy planning concepts that will boost your credibility and create real value

9:15-10:15am:          John Diel Keynote

• • • • • • Retain Your Brain
            • Learn to age-proof your most valuable asset – the brain

10:30-12:00pm:       Matt Heckmann Keynote

• • • • • • The Evolution of Heckmann Financial
            • Build a successful Wealth Planning Organization from the ground upaster

4:00 – 4:45pm:        Conference Kick-Off!

5:00 – 6:00pm:       LIVE Pod Plus Podcast Recording