Session Description

Do you run your practice or does your practice run you? Learn how to create a practice you envisioned from some of the best coaches in the world in this interactive panel discussion. Discover how to counteract time management challenges, optimize the service you provide your clients, cultivate an effective team, align you and your business, create a five-year vision, attract higher-net-worth clients, streamline processes, uncover free time you didn’t realize you had and more.

Biography

Robert Arzt, CLU, ChF

Robert Arzt, CLU, ChFC, is founder and president of Polaris One LLC, an executive coaching and practice development company dedicated to advisors and managers in the financial services industry. He is the author of “What Every Great Salesperson Knows – A No Nonsense Guide to Sales Success” and the creator of the online course “Time Management Boot Camp for Financial Professionals.” He served as general manager of The American College LUTC program and is a GAMA Resource Partner and Certified Essentials of Leadership and Management Coach.

Polaris One
425 E. 11th St., #22
Oakland, CA 94606 USA

Email: bob@polarisone.com
Phone: 301-610-5624
Website: www.polarisone.com

Bob Davies

Bob Davies is a former football coach at Cal State Fullerton where his techniques helped an average football team win two conference championships. He is also the former coach of an Olympian who overcame Hodgkin’s disease to win a gold medal in the 1984 Olympics. Davies is the author of the following books including “The Sky is Not the Limit – You Are!” , “Coaching for High Performance” , “The 1.2% Factor – The Science of How the Small Change of Accountability Leads to Large Results!” and “Davies Day Book-365 Concepts for Performance Excellence.”

High Performance Training Inc
20992 Ashley Lane
Lake Forest, CA 92630 USA

Email: info@bobdavies.com
Phone: 949-830-9192
Website: www.bobdavies.com

Ken Doyle

Ken Doyle of Getting Results Inc., is a business coach of financial advisors. By the age of 30, he was the vice president of Keyport Life Insurance, where he led his team to a billion dollars in sales in just three years. His coaching success can be attributed to his close one-on-one relationships with clients. Doyle helps clients develop “businesses by design,” allowing them to produce more money in less time. Doyle is the author of “The Journey: The Evolution of a Financial Advisor” and “The Champion Path: Double Your Business in Less Time.”

Getting Results, Inc.
1740 S. Orange Ave.
Sarasota, FL 34239 USA
Email: Ken@GettingResultsInc.com
Phone: 800-506-8452
Website: www.GettingResultsInc.com

Simon Reilly

Simon Reilly, of Leading Advisor, is an international values and behavioral analyst, business coach, speaker and author with 25 years of experience in personal and professional development. He has spoken at Advocis, NAIFA national and state conferences and the MDRT Annual Meeting and is a TEDx Talk Speaker. He helps advisors, executives and teams in financial services companies and independent insurance marketing organizations to reach and exceed their goals in any economic climate. He is the author of “The Inspirational Tipping Point - Financial Services Edition.”

Leading Advisor Inc
Box 507
Parksville, BC V9P 2G6 Canada

Email: sreilly@leadingadvisor.com
Phone: 250-248-6012
Website: www.leadingadvisor.com
Twitter:@simonreilly

(Moderator) Devang Patel, CFP, CLU

Devang Patel, CFP, CLU, is a 12-year MDRT member with four Court of the Table and four Top of the Table honors. He is an advisor for Virtus Wealth Solutions, an office of MetLife. He believes in understanding every client’s individual situation before making recommendations, as well as keeping them informed of the latest market conditions and financial and insurance information. As a selected advisor of the MetLife Premier Client Group Ambassador program, he lends his insights through various financial media outlets and continues to teach industry education courses across the country.