2-DAY ADVISOR EVENT I CLEARWATER BEACH, FL I APRIL 28-29, 2021
LEARN FROM THE BEST MARKETING & PREMIUM FINANCE EXPERTS IN THE COUNTRY
Speakers:
Robert Sofia
Founder & CEO, Snappy Kraken
Creator of the Award-Winning Marketing Technology for Advisors Who Want to Create an Irresistible Brand.
Nathan Medin
Owner/Senior Partner at UFC Top Producing Agent with over 28years of field experience. He expertly supports advisors with customized investment ideas, sales tools, conversion techniques, presentations and training.
Vincent Munno
Founder UFC With over 30 years of experience in estate and retirement planning. Vince built and developed Universal Financial Consultants to become one of the top insurance marketing firms in the nation.
Jorge Villar
Founder of RME360, Partner in Leading Response Creator of the Proven Seminar Success® Marketing System Generating a Steady Stream of Qualified and Motivated Prospects for 26 years.
Michael Riley
CFP®, ChFC®, CLU®
30 Year Top Producing Advisor. He holds Life, Health, and Variable Annuity licenses, His success is due to his assertive marketing efforts, his due diligent follow-up process and superior attentiveness to each client’s individual needs.
Steven Gilbert
Founder Tax Marketing Mentor Featured in Forbes Magazine, Morgan Stanley Newsletters, Universal Financial Consultants webinars and Marketing campaigns, Mission Matters Podcast on Tax Free Retirement Income, Redwood Tax Specialists Mentor.
Mark Gaffney
Founder UFC With over 30 years of experience in estate and retirement planning. Vince built and developed Universal Financial Consultants to become one of the top insurance marketing firms in the nation.
Matt Linklater
Sales Manager and Trainer at UFC He lives a passion for helping business owners create a roadmap for success. He has over 18years of experience meeting and interviewing over 13,000financial advisors to bring a unique approach to them that they will not get from many organizations.
No Cost for Qualifying Producers
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2 Complimentary Nights at the Wyndham Grand Hotel on Clearwater Beach
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Sessions with Million-Dollar Producers on How to Implement Life-Changing Revenue Machines
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Networking and Reception Events with Successful Advisors from Across the Nation
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Sales, Marketing, and Technology Secrets for Advisors Looking to Work with High-Net Worth Clients and...
ADD SIX-FIGURES TO YOUR BOTTOM LINE IN 2021
"First class in every way!"
"Their strategies and coaching helped me close the biggest cases of my career."
- Chris W., Illinois
- Scott M., Utah
"Very informative and well orchestrated. Top notch."
- James H., New York
BUSINESS BLUEPRINT FOR A MULTI-MILLION DOLLAR FIRM THAT RUNS ITSELF
AWARD-WINNING MARKETING TECHNOLOGY AUTOMATING PROSPECTING, CLIENT RELATIONS, AND BUSINESS PROCESSES
PROVEN MARKETING SYSTEM THAT WILL GENERATE A STEADY STREAM OF QUALIFIED AND MOTIVATED PROSPECTS FOR YOU EVERY MONTH
OPEN Q&A WITH MILLION DOLLAR PRODUCERS ON THEIR MASSIVE SUCCESS WITH STRATEGIES THAT HELP THEM MAKE 6 FIGURES ON SINGLE TRANSACTIONS
No Cost for Qualifying Producers!
