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What's In It For You

  • When COVID-19 first struck and the world around us essentially shut down, growth-oriented advisors who weren't already been leveraging virtual prospecting techniques found themselves in quite a pickle.

    Since then, many have come to adopt webinars, social media and other virtual prospecting techniques successfully. And with the future still being in a state of uncertainty, it is no surprise that the public still largely prefers virtual meetings.

    This virtual conference is all about arming advisors with what they need to thrive today -- including advanced virtual prospecting, engagement and closing techniques along with lessons learned from the past six months -- as so much has changed and evolved already.

    For advisors who want to continue to grow their book of business and stay up-to-date with the latest virtual prospecting strategies -- this is a must attend event.


  •  
  • checkmark-1  How to diffuse common objections before they even come up
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  • checkmark-1 How to get prospects to say ‘Yes’ at the first meeting by using a little-known technique
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  • checkmark-1  Step by step follow up system that gets you the appointment
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  • checkmark-1 How to navigate an online market and combine it with offline tactics to fill your pipeline

  • checkmark-1 Why video is an essential marketing strategy in this new reality and the top 5 elements your video MUST include

    ...and MORE!

 

MEET YOUR EMCEES

brad

BRAD SWINEHEART

VP of Business Development at White Glove, Host of Be Advised Podcast

 

luke

LUKE ACREE

President at ReminderMedia, Relationship Marketer, Publisher of American Lifestyle Magazine

 

FEATURED SPEAKERS

Tom Hegna

Economist, Author and Retirement Expert

Erin Botsford

CFP® and Barron’s Top 100 advisor

Eszylfie Taylor

President at Taylor Insurance & Financial Services

Deirdre Van Nest

Speaking Skills Expert

Dr Aprille Trupiano, Ph.D.

CEO / Executive Consultant and Coach

Brad Swineheart

White Glove VP of Business Development

AGENDA

12:00PM to 6:00PM EST

 

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    Opening Remarks / Housekeeping

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    Winner Tells All: The "Secret Sauce" of a Barron's Top 100 Advisor... How to Close on the First Prospect Meeting, Get Paid a Significant Planning Fee and Practically Guarantee Product Sales

    Presented by Erin Botsford
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    Prize & Announcement Break

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    Handling Objections & Asking Questions 100% Virtually

    Presented by Tom Hegna
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    Prize & Announcement Break

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    Blueprint to Prospecting & Recruiting in a New World Market

    Presented by Aprille Trupiano
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    Prize & Announcement Break

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    Dawn of the New Normal

    Presented by Eszylfie Taylor
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    Prize & Announcement Break

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    Versatile Solutions and Real Results Using White Glove Virtual Offerings

    Presented by Brad Swineheart
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    Prize & Announcement Break

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    Grow Your Business with Emotionally Engaging Videos™

    Presented by Deirdre Van Nest
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    Happy Hour!

    Raffles, Q&A with all speakers, Mixologists and More!