Handouts
Monday, June 9 Main Platform
Terri Sjodin, CPAE, CSP Small Message, Big Impact
Monday, June 9 ConneXion Zone
Ralph Antolino Jr. ABC's of Cash Flow
Monday, June 9 2:00 - 3:00 p.m.
Michael Allosso, SAG, AFTRA You on Your Best Day
Kathleen Burns Kingsbury, LMHC, CPCC Essential Skills for Advising Women in Couples
Alan Chambers, MBE The Only Limits Are Those of Vision
Stephen de Wit, D.H.S., M.P.H. Creating the Intimacy YOU Want in Your Relationship
Martin Gauto Growing Your Business During Uncertain Times
John P. Huggard, CFP, CLU Ten Critical Compliance Issues for 2014
Andrew Hughes, LLM, CMABNLP Walk of the Matador – Handling Stress with Style
Anthony Matthews Jones A Thousand Words
Rebecca Kallioniemi Prosperity Through the 5 B's & 5 P's
Gino Saggiomo, CFP, Ross Vanderwolf, CFP Teaching An Old Dog New Tricks
Monday, June 9 3:30 - 4:30/5:00 p.m.
Michael T. Carpenter Do More Business By Helping Clients Avoid Common Misperceptions of Risk
Liru Zhou Chang, MBA Achieving Top of the Table Success
Jeff Hurt Sizzle And Substance: Creating Brain-Friendly Presentations
Lewis Schiff How to Be Business-Brilliant
Bruce S. Udell, CLU, ChFC Let’s Talk! Life Insurance Conversations that Empower Clients
Wendy Ellin Unleash Your Productivity Potential
Tony Gordon Sage Advice: A Conversation with Tony Gordon
George Hartman, MBA 10 Things Top-Performing Advisors Do That Others Don’t
Dave Nelsen Social Media for Business: Why You Can’t Ignore It
Roger Seip Train Your Brain For Success!
Tuesday, June 10 - 6:00 am ‐ 7:15 am Special Session
Heidi Hanna, Ph.D. BrainWorks: A Brain‐Based Approach for Optimal Performance
Tuesday, June 10 2:00 - 3:00 p.m.
John Michael Augustine, CLU, ChFC Grow 10 x in 10 Years
Janine Driver You Can't Lie to Me
John P. Enright Cracking the Code: Propelling Your Practice
Phil Evans The Sale Before the Sale
Robert Gignac, BA Lead or be Left Behind
Ian Green There's More to Life Than Life Insurance
Takahisa Kawanishi, TLC Building Relationships for Success
James M. McEvoy, CLU, AEP Don’t Be Afraid of the Americans
Stephen O. Rothschild, CLU, ChFC The Newest Business Continuity Agreement — The Life Insurance LLC
Tuesday, June 10 3:30 - 4:30/5:00 p.m.
Daniel Crosby, Ph.D. The Power of Goals-Based Investing
Tom Deans, Ph.D. The Questions Successful Insurance Professionals Should Ask
Brian Robert Kennaugh, B.Bus, MAICD Silver Linings Leadership
You Sung Kim Marketing to Doctors
Angelo Mantzios, CFP, CLU The Importance of Holistic Financial Planning
Ryan J. Pinney The Death of Traditional Sales and Marketing
Katy Baxter, Simon John Gibson, DipPFS, Clay Gillespie, CFP, CIM, Kerry Therese Wallingford, CLU, ChFC Top of the Table Panel - Issues, Challenges, Desires
Curtis V. Cloke, CLTC, LUTCF Retirement RIOT … Divide and Conquer
Neil A. Fiore, Ph.D. Conquer Procrastination and Optimize Your Productivity
April L. Harris Executive Polish
Jesse Miller Social Media Education and Awareness
Wednesday, June 11 9:00 - 10:00 a.m.
Kathleen Burns Kingsbury, LMHC, CPCC Essential Skills for Advising Women in Couples
Robert Gignac, BA Lead or be Left Behind
Facilitator: Brian H. Ashe, CLU Idea Exchange-English
Facilitator: Regina Bedoya, CLU, ChFC Idea Exchange-Spanish
Facilitator: Shuhei Ino Idea Exchange-Japanese
Facilitator: Stanley Tse Lap Yee Idea Exchange-Cantonese
Facilitator: Christine K. Young Idea Exchange-Mandarin
Wednesday, June 11 10:30 - 11:30 a.m.
Alvaro Aldrete Morfin, LUTC, FSS Catching, Keeping and Growing
Bruce W. Etherington, CLU, ChFC --->The 12 P’s of Performance: Making Top of the Table 36/37 years — and what happened to the other year
Jim S. Forbis, CLU, ChFC Is Your Future Bigger Than Your Past?
Michael Goldberg, CSP Knockout Networking
Jamie Golombek, CA, CPA Bye Bye, Taxes: Eliminating Tax on Investment Income
Mary Gresham, Ph.D. When Good Advisors Go Bad
George Hartman 10 Things Top-Performing Advisors Do That Others Don’t
David McKnight Harnessing the Power of the 0% Tax Bracket
Jane Seaman, AICI, CIP Louder Than Words
Simon Singer, CFP, RFC Need More Clients? Change Your Words and Change Your Life
2014 Annual Meeting Toronto, Canada