Advanced sales and marketing executives of carriers and distributors, CMOs, sales officers and estate and business planning specialists with accountability for serving individual markets.
Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
This year’s theme frames out the direction of our conference.
Inspire: Content-rich workshops and valuable networking with other advanced sales professionals will help you inspire and motivate advisors.
Uncover: We will dive into the new tax law, reveal potential opportunities and highlight new tools that will help you on a day-to-day basis.
Succeed: How do you define success? What are the outcomes for your advisors and their clients? Help your advisors truly “hear” and understand what their clients need.