We are quickly approaching this year’s Straight Talk with the Directors Council annual conference! For those of you who are new to The Leaders Group or do not know the history of Straight Talk it is a practice management meeting that was originally created by our Directors Council members in 2015. The intent of this meeting is to provide an opportunity for all advisors of The Leaders Group to come together and share ideas that could help each other take their business to the next level, as well as providing a venue for some of the top producing advisors to share what is working well for them, in hopes that it would lead to the same type of production numbers for others. Based on the year-over-year production increase we have seen advisors who attended past conferences versus those who did not attend, have received a positive impact on revenue through advisor growth and improved business processes. This year’s meeting will be our best to date and we look forward to seeing you there.
Event highlights for the event are listed below.
• Keynote Speaker: Charles V. Payne (Charles is the Founder & CEO of Wall Street Strategies. His stock selections reap sizable profits for his subscribers and viewers. Charles is featured on the Fox Business Network Monday-Friday at 2PM (EST) on “Making Money with Charles Payne”)
• Eric Rader: Helping Businesses Accumulate Wealth with Tax Advantages
• Jimmy Jacobs: Guarantee Your Clients Paychecks for Life
• Steve Caldara: If I switch To Fees They Won’t Want to do Business with Me
• Jonathan Donfeld: Investing at a Discount for the High Net Worth Client
• Don Garlikov: The Value of VUL (Why & How)
• Scott Marshall: The Essentials of Fee-Based Planning
• Sal Palazzolo: Working with Other Advisors – CPA’s, Attorneys, etc.
• Farid Mokhtarian: Index Annuities: Why You Should Not Invest in Them
• Robin Robertson: The Structure of an Investment Advisory Practice
• Sonny Horn: Can I Get in the Market and Have Downside Protection? Yep!
• Tim Gelinas: Incorporating Starlight Portfolios into Your Practice
• Awards Banquet Dinner
• Annual Compliance Meeting
• And much more………….
Please click on the link below to register for “Straight Talk” and to book your room. We hope to see you there!