2025 Heckmann Training Live Event
Build, Scale, and Grow Your Wealth Planning Firm
October 21-23 | Gaylord Opryland Resort & Convention Center | Nashville, TN
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The Heckmann Training membership includes one complimentary ticket to the live event.
Insights From Our CEO: Get Ready for the 2025 Live Event
Meet the Speakers
Matt Heckmann
Founder and CEO of Heckmann Financial. The original creator of the Time Weighted Asset Allocation Methodology.
Nick Murray
With over 50 years in financial services, Nick is renowned for his books for financial advisors and his influential monthly newsletter.
Patrick Houlahan
Former Top Gun pilot and Founder / CEO of Strategic Leadership Consultants LLC.
Jordan Montgomery
A USA Today bestselling author, renowned performance coach, and keynote speaker.
Conference Agenda
4:30pm – Conference Kickoff with Matt Heckmann
5:00pm – Role-Based Workshop: Create Your Own Heckmann Training Session
- Understanding and solving for issues that teams are facing
6:00pm – Welcome Reception
8:00am – Breakfast
9:00am – Jordan Montgomery Keynote: The Art of Encouragement
9:50am Break
10:00am – Breakout Session One *
- Leadership Bootcamp for CEOs and Key Employees Pt 1
- Multiply your impact and raise your ceiling by advancing others
- Prospect Experience at Heckmann Financial: Essential Outcomes for Intro, Vision, ILP Meetings
- Learn the mindset and strategy behind our sales cycle process
10:50am – Break
11:00am – Breakout Session Two *
- Leadership Bootcamp for CEOs and Key Employees Pt 2
- Multiply your impact and raise your ceiling by advancing others
- Prospect Experience at Heckmann Financial: New Intro Language
- Experience the Revitalized Heckmann Financial Intro Meeting with Enhanced Language
12:00pm – Lunch
1:00pm – Breakout Session Three
- The Freedom Paradox (Presented by Hartford Funds)
- Why freedom in retirement can sometimes leave us feeling uninspired
- The Psychology of Investing (Presented by Blackrock)
- Keeping calm during market turbulence
1:50pm – Break
2:00pm – Breakout Session Four *
- Leadership Bootcamp for CEOs and Key Employees Pt 3
- Multiply your impact and raise your ceiling by advancing others
- Prospect Experience at Heckmann Financial: New Vision Language
- Experience the Revitalized Heckmann Financial Vision Meeting with Enhanced Language
2:50pm – Break
3:00pm – Breakout Session Five *
- How to Implement the Heckmann Business Model with a Small Team
- Does the Heckamnn Process Feel Daunting? Does it feel like your team is too small to do all of this stuff?
- Prospect Experience at Heckmann Financial: New ILP Language
- Experience the Revitalized Heckmann Financial Life Plan Meeting with Enhanced Language
3:50pm – Break
4:00pm – Patrick Houlahan Keynote: Be the Top 1% in Business- Top Gun Principles for Mission Success
6:00pm – Reception
* Breakout sessions 1, 2, 4, and 5 build on each other. Please pick one “track” to follow throughout the day
8:00am – Breakfast
9:00am – Nick Murray Keynote
10:15am – Coffee and Chat
11:00am – Matt Heckmann Keynote
12:30pm – Conference Dismissal
What Past Attendees Are Saying
