BREAKOUT SESSION LEADERS
Each of these speakers has been hand-selected by Micah and Matt for their ability to
deliver massive value to your practice based on their real-world, in-the-trenches success
Charlotte Geletka
CFP® Silver Penny Financial
Taylor Schulte
CFP® SEO that delivers clients / Define Financial
Brian Hanks
CFP® Successful advisor-author
Cory Michaelis
Stand-Up Comedy/Public Speaking Coach
Michael Hartman
Successfully increased fees / 1847Financial
John Barron
Matt’s coach / Co-built Matt’s Prospect Process
Jamie Shilanski
Marketing Genius in Family Practice / Shilanski & Associates
Joe Lukacs
Micah’s coach / Destroyer of Head Trash
Sten Morgan
CFP® Legacy Financial Planning
Michael Cummings
CFP® Cummings Wealth Management
BREAKOUT SESSION TOPICS
Each of these sessions will be a working-group format that will be lead by one or more advisors
who have real success in the real world.
- Dentist Niche - Advisors focusing exclusively on dentists
- Breakaways - Advisors considering leaving their current firm
- Books that Work - Successes and failures in advisor publishing
- Marketing that Works - What really works in real practices
- Destroying Headtrash - When the only thing holding you back is you
- TPR NexGen - Advisors <3-years experience
- Fee Increases - Raising fees in the real world
- Taxes - Top tax strategies from top practices
- 1st Gen Advisor - Working with your kids
- 2nd Gen Advisor - Working with your parents
- Prospect Process - Making an educated and informed decision
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice.
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