2014 Advisor Network Summit

2014 Agenda

Master Classes are 4 individual pre-conference workshops taking place Wednesday, August 13 from 10am until 12:55pm.  For more information about these classes, please click here.  Please note that each Master Class requires pre-registration and is available to confirmed attendees of the 2014 Advisor Network Summit at no additional change

1:00 pm - 2:00 pmOpening Keynote - Retirement: Success for You and Success for Your Clients [More Info]
Van Mueller, Financial Representative, New England Financial
2:00 pm - 3:00 pmLead Generation: The Keys to Success [More Info]
Brandon Stuerke, Retirement Planner, Golden Financial Group and Creator of Automated Advisor
3:00 pm - 3:30 pmNetworking & Refreshment Break
3:30 pm - 4:30 pmNavigating the Regulatory Arena [More Info]
Moderator: Steven R. McCarty, Chairman, National Ethics Association
Sheryl Moore, President & Chief Executive Officer, Moore Market Intelligence
Scott Kipper, Insurance Commissioner, State of Nevada
Kim O'Brien, President & Chief Executive Officer, National Association for Fixed Annuities (NAFA)
4:30 pm - 5:30 pmDistribution Dynamics [More Info]
Patrick Leary, Assistant Vice President, Distribution Research, LIMRA
5:30 pm - 7:00 pmWelcome Cocktail Reception

8:00 am - 9:00 amBreakfast
9:00 am - 10:00 amMillion Dollar Producer Roundtable: Achieving Smart Growth for Your Practice [More Info]
Trae Wieniewitz, President, Wieniewitz Financial
Fred Campbell, President, Insurance-Licensed Professional, Asset Creations Financial Insurance Solutions
Bradley Freimark, Founder, Senior Financial Advisor, Safe Harbor Financial Solutions
Moderator: Daniel Williams, Editor-in-Chief, Retirement Advisor
Frank Minkewicz, "The Safer Money Specialist", Capital Concepts LLC
Rick Scott, President, Creative Wealth Strategies
10:00 am - 10:50 amMillion Dollar Producer Roundtable: Retirement Income Planning [More Info]
Moderator: Chuck E. Anderson, Senior Vice President, Strategic Relationship Management, Individual Life Insurance, Prudential Financial
Ron Cook, President, Cook Tax & Retirement Services
Brian Neff, President, America's Retirement Income, LLC
Mark Sorensen, Chief Executive Officer, Royal Fund Management, LLC
10:50 am - 11:10 amNetworking & Refreshment Break
11:10 am - 12:00 pmMarketing to the Ever Growing Female Clientele - Get It Right! [More Info]
Rebecca True, President and Senior Financial Advisor, True Capital Advisors
12:15 pm - 1:15 pmHeadline Keynote Address - Doing the Little Things and Executing Vision [More Info]
Herman Edwards, ESPN Analyst and Former Pro Football Head Coach and Player, ESPN
1:15 pm - 2:15 pmNetworking Lunch
2:15 pm - 3:05 pmSuccession Planning: I Know I Need to Think About This, But I Have A Business To Run! [More Info]
R.J. Kelly, Founder & Chief Visionary Officer, Wealth Legacy Family of Companies
Advisors in the Age of Social Media [More Info]
Amy McIlwain, President, Financial Social Media
3:05 pm - 3:30 pmNetworking & Refreshment Break
3:30 pm - 4:20 pmCreate a Transparent Financial Practice and Dominate Your Competition [More Info]
Jim Brogan, President & Founder, Brogan Financial
Appealing to High Net Worth Clients [More Info]
Van Mueller, Financial Representative, New England Financial
4:25 pm - 5:15 pmSales Case Study: Matching the Right Product with the Right Client [More Info]
Mark Pruitt, Chief Executive Officer, President & Founder, Strategic Estate Planning Services, Inc.
Marketing Case Study: Laying Out the Complete Strategy [More Info]
Steve DeJohn, President and Chief Executive Officer, The DeJohn Advisory Team
5:15 pm - 6:45 pmNetworking Cocktail Reception

8:00 am - 8:45 amBreakfast
8:45 am - 9:45 amStrategies for Expanding into Multi-Cultural Markets [More Info]
James Veal, Founder & Managing Partner, JRV Wealth Management Group, LLC
9:45 am - 10:35 amFive Essential Steps for Developing the Mindset of a Champion Financial Advisor [More Info]
Jack Singer Ph.D, President & Chief Executive Officer, Psychologically Speaking, LLC
10:35 am - 10:50 amNetworking & Refreshment Break
10:50 am - 11:40 amAdvisor of the Year Roundtable Discussion [More Info]
Jay LaMalfa, Partner, MACRO Consulting Group LLC
Philip Rousseaux, President and Founder, Everest Wealth Management
Bill Danner, Investment Advisor, Security First Asset Management
Greg Hammer, President, Hammer Financial Group, Inc.
Jason Jenkins, Co-Founder and Partner, Jenkins Wealth Management Group
11:40 am - 12:30 pmThe Dual-Licensed Advisor [More Info]
Greg Hammer, President, Hammer Financial Group, Inc.