2014 Advisor Network Summit

Master Classes

Take advantage of one or all of these Master Classes during the 2014 Advisor Network Summit

Each class will be held on Wednesday, August 13th and each class requires a separate registration.  All four of these classes are offered at no additional fee, but each Master Class requires pre-registration.  Limited seating is available for all Master Classes, register today and confirm your spot early.

Wednesday, August 13, 2014
10:00 am – 10:40 am   
Master Selling Class – Social Security: Seven Keys to Enhancing Benefits

Social Security benefits continue to play a critical role in a retirement income strategy. Many of your clients and prospects would like to enhance their Social Security benefits but may be unsure of the strategies available. How prepared are you to assist them? This presentation includes keys to help you understand the basics of Social Security including strategies to consider when exploring when to begin claiming benefits with your clients.  It also takes a deeper dive into Social Security benefits and strategies, including  how working in retirement can affect Social Security income benefits, and how you may be able to identify retirement income gaps where you may offer a fixed index annuity as a possible solution.

Speaker: Ryan Perkins, Director - Broker Dealer Development, GamePlan Financial Marketing

10:45 am – 11:25 am   
Master Selling Class - Leveraging Your Practice

Find out how you can generate $1 Million or more of recurring annual revenue in your financial practice, free from the need to sell new clients.  Alex Ash will share the single strategy that will help you solve the three universal problems every financial advisor faces: marketing, income, and time.  Don't miss this opportunity to find out how you can have more fun, freedom, and satisfaction from your financial practice than you ever dreamed possible!

Speaker: Alex Ash, Advisor Coach, Matson Money, Inc.

11:30 am – 12:10 pm   
Master Selling Class - How to Conduct Adult Financial Education Classes for Boomers and Seniors

Join Dave Vick, SMA 2013 Advisor of the Year Top 5 finalist, as he shows you how adult financial education programs on college campuses are attracting highly qualified boomer and senior prospects. Dave will show you the keys to 90% successful mailings, costs associated with the courses, how to attract attendees with an average of $500k to $1.5 million in investable assets,  the survey that creates an 80%-90% appointment rate,  and a follow-up planning strategy to generate millions of premium. You will learn the nuts and bolts of College Workshop marketing programs and why they have been such a huge success across the country. Holding adult financial education classes on college campuses is simply the most effective marketing plan in decades, so learn how you can be become part of the growing trend of financial educators.

Speaker: Dave Vick, President, Vick & Associates, Inc.

12:15 pm – 12:55 pm   
Master Selling Class – Set More Appointments Now and Improve Your Closing Rate Dramatically!

Learn how to achieve significantly better results with all your prospects.  Benefit from the learning curve of a top producer.  We'll show you how to overcome objections successfully and change your results for the better with more of your prospects.

Speaker: Fred Boutiette, Principal, DMI

If you have any questions about the Master Classes, please contact Customer Service Team at 888-608-6754 or via email at summitevents@SummitProNets.com