August, 17th | 1:30 PM – 2:15 PM
Sales & Prospecting Track
From the Kitchen Table to Top of the Table
Richard M. Demko II, LUTCF, LACP, RICP
Director of Insurance, Centric Wealth, NAIFA 100% Agency
Loyal Member Since: 2015
August, 18th | 1:30 PM – 2:15 PM
Sales & Prospecting Track
It's All About the Lives
Gib Surles, CLU, ChFC, CFP, AEP, MSFS
Life Insurance Sales
Loyal Member Since: 1986
When was the last time you considered your “why”? A successful financial practice starts with an audacious goal that stems from a deep sense of mission. Gib Surles has grown The Forrest Group, L.L.C., an estate management firm in Houston, Texas to almost unimaginable heights. His secret, “It’s All About the Lives”. Gib will show you how to connect with your sense of mission to prime your practice for success. Combining ancient wisdom with his Always principles Gib will reveal his activity plan and show you the magic behind 12, 8, 4.
August, 19th | 1:30 PM – 2:15 PM
Sales & Prospecting Track
Turning Your Top 20 Clients into Raving Fans and Top Line Referral Sources
Stephen N. Mathieu, CLU ChFC RHU
President, Legacy Financial Solutions, Inc.
Not getting enough referrals? Is your business where you want it to be? In this session, Stephen Mathieu will open your eyes to the simplicity of getting referrals with proven, time-tested strategies that you can implement in your business today. Learn some tips and techniques that have been mastered by many members, allowing them to rise from mediocrity to becoming an elite producer in the Insurance and Financial Services industry.
August, 17th | 1:30 PM – 2:15 PM
Practice Management Track
Investing in Your Future: Building a Meaningful, Sustainable, & Rewarding Practice
Shannon R. Berry, CFP, CLU
2VP, Practice Management & Development, Ameritas
Loyal Member Since: 2021
August, 18th | 1:30 PM – 2:15 PM
Practice Management Track
Elevating your Impact: Transitioning your Practice to Fee-Based Financial Planning
Delvin Joyce, CLU, ChFC, RICP
Financial Planner , Prosperity Wealth Group, LLC, (Prudential)
Loyal Member Since: 2010
Have you ever considered the move to fee-based planning? Perhaps you are actively considering this right now. Join Delvin Joyce as he shares his commission to fee-based journey and provides you with practical considerations to weigh in advance.
August, 19th | 1:30 PM – 2:15 PM
Practice Management Track
The Unintentional Benefits of Giving
David Blake
President, InsMed Insurance Agency, Inc.
Finding ways to help people and communities in need and focusing on developing your practice doesn’t need to be mutually exclusive. In this session, you’ll gain insights on how to develop relationships with charities that can deepen your engagement with your clients, increase your social media visibility, and expand your centers of influence all while benefiting the people and communities you serve. Discover how David has built events to achieve these goals, gain insights on how to identify and approach a charitable organization and learn how to build an effective and meaningful experience for your clients and peers.
August, 17th | 1:30 PM – 2:15 PM
Technology Panel
Moderator: John D. Richardson
Panelists: Luke Acree, Ken Leibow, Angela Silbernagel & Faisa Stafford
JOHN D. RICHARDSON, RICP, LACP
Financial Planner and Partner, Boundbrook Advisors
Loyal Member Since 2003
LUKE ACREE
CEO, Reminder Media
KEN LEIBOW
CEO, InsurTech Express
Angela Silbernagel
Director of Mission Expansion, Real Wealth Marketing
Faisa Stafford, LUTCF
President and CEO, Life Happens
Loyal Member since: 2019
The digital world continues to become more complex, and more powerful. The business implications for emerging technology are staggering and you don’t want to be left out. But which of the latest technologies are the key to exponential growth and which are just noisy toys? Join NAIFA’s expert technology panelists as they help you identify the technology that you must utilize in your 21st-century financial practice. Our panelists’ core competencies include digital marketing, social media, and emerging technology. Each has grown highly successful businesses in support of advisors like you.
August, 18th | 1:30 PM – 2:15 PM
Technology Track
Using Tech to Create a Frictionless Client Experience
Julianne Hertel, CLTC
Financial Advisor and Founder, Dream Big Wealth Strategies, LLC, (New York Life)
Loyal Member Since: 2009
Frictionless, an interesting term that is difficult to define. However, the concept is simple and if you want to increase the efficiency of your business operations to save time, resources, and headaches you will not want to miss Julianne Hertel’s “Using Tech to Create a Frictionless Client Experience”. You will be introduced to must-have apps that drive efficiency within your office including Slack, Trello, and Efile Cabinet. In addition, Julianne’s client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.
August, 19th | 1:30 PM – 2:15 PM
Technology Track
Use IT or Lose IT
Rodney Mogen, DBA, DFP, MA, ME, MFS, RFS, CRPC, AAMS, LACP, CLTC, CCS, CEP
Brokerage Director, Solve ur Puzzles, (MassMutual)
Loyal Member Since: 2011
Join Rodney Mogen as he shows you how technology, systems, and processes can help you improve your practice value, client acquisition, client retention, and also staff performance. Rodney will discuss specific apps, tools, systems and processes you will be able to implement to market/branding, client acquisition, service, and practice management.
August, 17th | 1:30 PM – 2:15 PM
Advanced Practice Track
Are Variable Annuities a Better Choice?
Roger Hubley, CLU, ChFC, CFP, MSFS, MSM
CEO, NetWorth Asset Management, Inc
Loyal Member Since: 1971
August, 18th | 1:30 PM – 2:15 PM
Advanced Practice Track
Basic Introduction to Cryptocurrency and Tax Implications
Yael Lazar, Esq., JD
Owner, Law Offices of Yael N. Lazar, P.C.
This presentation will focus on a basic introduction to cryptocurrency and blockchain technology. We will also discuss the tax implications and how to stay compliant with the IRS in reporting cryptocurrency transactions as well as some cryptocurrency investing options available for retirement accounts.
August, 19th | 1:30 PM – 2:15 PM
Advanced Practice Track
Modern Trust Law: Powerful Planning Tools in Uncertain Times
David Warren, JD
Co-Founder and Chairman of the Board, Bridgeford Trust Company
In this session, we will consider powerful modern trust law planning tools, only available in a handful of states, that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and trust protectors. "Top Tier" trust jurisdictions will also be considered and objectively compared in the context of selecting the best U.S. trust jurisdiction in the planning process.