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Norm
Trainor is the President and CEO of The Covenant Group, referred
by many as “The Business Builder.” He formed The Covenant
Group (TCG) in 1995, where his team has amassed and diagnosed research
on top performing professionals, distilling that research into The
8 Best Practices & Business Builder concepts. TCG educates and
coaches entrepreneurs, providing them with the necessary business
tools to enhance their performance and achieve new levels of profit
and productivity. TCG works with some of the world’s largest
institutions and has client networks across North America, Europe
and the Caribbean, specializing in helping financial services organizations
grow market share and increase productivity by improving the practice
development capability of their owners, managers, advisors and agents. Norm is an international speaker; the author of the best-selling books, The 8 Best Practices of High-Performing Salespeople & The Entrepreneurial Journey; and writes for a variety of advisor and investment publications to share the wealth of knowledge he has acquired. Norm will inspire Marketing Executives to think strategically about building their business by outlining the five phase process of the Business Builder model:
From
Football Field to Business Field… Super star at both
Biting the Fiduciary Bullet: When they're running you out of town, get at the head of the line and make it look like a parade! Congress has been dealing with financial reform and deciding whether insurance agents and registered representatives will be fiduciaries. Since fiduciary equals commission disclosure, there's no lack of opinion on this hot topic. Are we fiduciaries? Will we be? If the Brits couldn't do it - how do we conduct our business; indeed, how do we stay in business? How do we market to businesses and consumers with the commission Sword of Damocles hanging over our head? Dick's done it all - he was a 25-year successful insurance agent in business and estate planning in the San Francisco Bay Area; then in senior management of a life insurance company; more recently an independent consultant to family offices (2008 “production” was in excess of $1 Billion permanent insurance). He's the author of “Life Insurance as an Asset Class,” and the 2010-2011 Secretary of the Society of Financial Service Professionals. His lifelong work in ethical selling and support of agents dealing with daunting compliance issues brings him to our industry's greatest challenge: fiduciary practice standards and commission disclosure. This presentation is designed to inspire new thinking and creative responses so that the industry and its professional agents can continue to thrive in an increasingly challenging legislative and compliance environment.
The goal was to graduate from college and then enter the construction business with his father, one of the largest contractors in Ohio. But during his junior year, tragedy struck. His father’s cancer was diagnosed as terminal. A year later, the family’s second-generation business was liquidated for pennies. All was lost. There were no assets, except for the insurance money that has comfortably supported his mother for the past 30 years. That was his introduction to insurance; a tragic but compelling experience that created a passion for the insurance industry. After
having his work aspirations dashed, his former college football
coach approached him about a career in the insurance industry. Beginning
his career in Kalamazoo, Michigan, his early sales success catapulted
him to winning the company’s new agent of the year. Two years
later he transitioned to sales manager, winning the top Sales Manager
in the country with the Principal Financial Group his first year.
He moved to Greensboro, NC as Agency Manager in 1980 and rapidly
built an initial 3-agent office to the #1 agency in the U.S. –
a Master Award Agency, one of the largest 100 financial agencies
in America. Krumroy began his career in the insurance business in
1973, transitioned into management in 1976, and built one of the
100 largest financial services agencies in the United States –
specializing in working with business owners. He qualified sixteen
times for the National Management Award and was awarded the prestigious
Master Agency Award – given nationally to only 100 managers
yearly.
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Jim is President of 3 interrelated companies that
provide financial services to IRA & retirement plan owners.
Jim is the founding President of a CPA firm that does tax planning
and preparation. The 2nd company is a law firm that limits its practice
to estate planning & the drafting of wills and trusts and beneficiary
designations of IRAs and retirement plans. The 3rd company is a
registered investment advisory firm that provides cutting-edge Roth
IRA conversion strategies and conservative money management. All
3 companies are located in Pittsburgh in one location where he has
been practicing for the last 30 years.
The Biggest Payoff The Biggest Payoff delivers the One Strategic Idea that empowers businesses in maximizing ROI and sustaining growth. In addition, The Biggest Payoff helps organizations develop and sustain a work environment that increases cooperation, teamwork, and productivity.
For over two decades Jeff Peden has inspired thousands of people with great ideas on leveraging the power of relationships, creating business success, and achieving their goals. In addition to 30 years of hands-on experience, he has graduate degrees in Occupational Training and Development and in Counseling. Jeff brings clarity to initiatives, helping turn them into results. His practical message can benefit anyone who is willing to work toward becoming more effective every day. His Moment of Success can be heard on radio station WKJK 1080 in Louisville on Mondays at 6:00pm. A member of the National Speakers Association, he is also Past President of the Kentuckiana Chapter of the American Society of Training and Development, and Vice-Chair of the University of Louisville Libraries. Jeff lives in Radcliff, KY with his wife Nancy and their two dogs, Max and Wendy. He loves being out in the woods, listening to the sounds of nature, and reading really great books.
GREG BENNICK is not a run of the mill speaker with a message cloned from a hundred other keynoters. He is not someone who is going to embarrass you or make you look foolish in front of your group. Instead, Greg Bennick is, quite simply, a dynamic and exciting presenter and one of the most entertaining keynote speakers in the nation. Greg blends ideas and entertainment into a presentation that engages audiences immediately and leaves lasting impact. His message is “Get Involved” and he offers four different presentations with this theme:
Greg can customize his “Get Involved” message for your event. Do you want to inspire your audience and leave them laughing? If the answer is “yes”, then hire a keynote entertainer. Keynote speakers speak to audiences. Keynote entertainers transform audiences. Consider getting audience responses like these after a recent convention. One attendee said “You were so FUNNY” as another said “Incredible. I took a page of notes!” The impact of funny and smart is what makes Greg Bennick unique. Greg offers a 100% money back guarantee on every presentation. The decision is easy. You have worked hard to plan your event. Now, make it perfect by inviting Greg Bennick as your presenter to share his perspectives, ideas, and creativity with your group. A list of satisfied clients from around the globe including Fortune 500 and other companies, trade associations, major universities, and more is available on Greg’s comprehensive website at: www.gregbennick.com.
Tim Berry is the IRA expert at Strategic Advisors. Tim is a nationally known expert and contributing author and Senor Adviser leading the way with current up-to-date information concerning IRA assets. When it comes knowing to knowing what is best for your IRA, you want to consult with Tim Barry. Tim Berry is a nationally recognized specialist on what you can and cannot do with IRA assets. Tim is often invited as a distinguished guest to lecture on continuing education courses for CPAs and other professions involving Wealth Management. Tim earned his Bachelor of Science degree in Economics from Fresno State University. At Fresno State Tim received the honor of being named by the college economics faculty as the Outstanding Graduating Student. He then advanced his career as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar. Tim earned his Bachelor of Science degree in Economics from Fresno State University. At Fresno State Tim received the honor of being named by the college economics faculty as the Outstanding Graduating Student. He then advanced his career as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar. Tim
Berry continues to stay in touch with current legislation and provides
educational courses on the topic of IRAs, for CPAs, Enrolled Agents,
and Financial Planners. In fact, the Financial Planner’s Association
selected his presentation as the Best of the Summit. Additionally
he has been quoted in Journals such as Morningstar and Personal
Real Estate Investor
Matt Thornhill, a thought leader in the field of Boomer studies, synthesizes the firm's proprietary research and third-party sources with feedback from his extensive personal network to develop you-heard-it-here-first insights into the Boomer consumer and emerging trends in Boomer behavior. Matt partnered with SIR to bring the Boomer Project to life in early 2003. Besides overseeing research and consulting work for clients, he speaks frequently and leads workshops around the country. He is co-author of the acclaimed new book, "Boomer Consumer: Ten New Rules for Marketing to America's Largest, Wealthiest and Most Important Demographic Group," and he contributes columns to the Boomer Project's "Viva the Vital!" column. He is quoted frequently by media around the world, and he appears as a speaker or workshop leader in events around the country more than 40 times a year.
Credibility
and Likeability In this program you will explore the science, see the steps in the process, and learn some of the skills necessary to achieve each step along the way. . Michael
Lovas is a partner with the training and consulting firm About People.
He helps organizations throughout the United States improve their
profits by increasing their likeability and credibility!
Running a business today is tougher, more challenging and stressful than ever. The competition is good . . . you and your people must be better. And that's exactly what you will learn: the balanced lifestyle needed to deal with today's ever-present tension, anxiety and stress. Performance levels and teamwork across your organization will jump immediately.
Caponi Performance Group is, simply put, a sales improvement company focusing on immediate increase of top line revenue in ‘Business to Business’ selling environments. We deliver, as appropriate, the underlying methodologies and processes, and then tools and techniques necessary in each unique selling environment to achieve the stated goals of our client’s management. We are a founding partner in an organization called the International Alliance of Sales Trainers and Consultants. There are thirteen current members spread all across the U.S. and Canada. Together, we bring to the table over 250 man (and woman) years of experience and knowledge. That experience and inherent knowledge comes in the form of sales training, consulting, sales management, direct and indirect selling, marketing management and general management. We have spent the last two-and-a-half years researching the industries top selling tactical methodologies, processes, techniques and tools. When added to our own experience in different industries, selling models, products and services, we can now bring our collective experience to bear on, we believe, is virtually any sales challenge (yours). As we use our own methodologies in selling our own services, our approach is to use the questioning skills we teach in the Basic and Advanced Selling Skills and Questioning Skills Workshop to uncover the challenges, priorities and ROI models of each of our prospects before tailoring a program of sales training and/or consulting to address what we uncovered in as short a time frame as possible and in a measurable way.
Why settle for success when you and your team can grow to significance? Byrd Baggett is an expert at developing authentic leaders and passionately engaged teams. Since 1990, he has helped numerous Fortune 500 companies and national associations achieve their goals. His solutions have been featured in many publications, including Readers Digest, Bits & Pieces, Guide Posts, and Selling Power magazine. He is the author of 13 books on the topics of sales, leadership, customer service, and motivation. His books have sold in excess of one million copies and his book on sales - The Book of Excellence - has been published in nine languages. His True Growth™ presentations are values-based and have proven to grow individuals, teams, and businesses to the richly rewarding Season of Significance. Why settle for success?
Stephen Piontek is editor-in-chief of National Underwriter's Life & Health/Financial Services edition.He is responsible for day-to-day news operations, including the assignment, editing and placement of stories and graphic support. He is also responsible for the Editorial and Op-Ed pages, and writes a monthly column, The Editor's Edge, which comments on industry trends and current events. Mr. Piontek came to the newsweekly in 1980 after five years in the advertising and publicity department of a major book publisher in New York. After a series of promotions, he was named Managing Editor in 1989 and five years later was promoted to Editor. During his years as a reporter he pioneered coverage of financial services and financial planning for National Underwriter. Mr. Piontek has appeared as a speaker at a number of industry meetings and conferences. Mr. Piontek graduated cum laude from Brooklyn College with a B.A. in English. In 1998, he completed the Professional Publishing Course at Stanford University.
Mr. Tom Weyer Tom's background in the insurance industry covers
over 30 years in a variety of different levels. He has been
an agent, agency manager, trainer and most recently, sales vice
president with Aviva.
John E. Girouard is founder and president of CAPITAL Asset Management Group of Bethesda, Maryland, formed in 1984 to provide average investors with the same professionalism, expertise, and freedom from conflict of interests enjoyed by the wealthy and corporations. The company currently manages assets of more than $180 million with a team of professionals serving more than 3,500 clients. Girouard’s life mission and the focus of his business has been to educate clients about the inner workings of the financial services industry and to help them avoid the pitfalls and exploit the strategies used by corporations and individuals to create, grow, and protect wealth. In 2006, Girouard took all of his investment-teaching experience and techniques and put them together under the umbrella of The Institute for Financial Independence, a unique investor-learning-center concept. The first Institute location opened in 2007 in Bethany Beach, Delaware, a community which has attracted a large number of people who are transitioning from their working years to retirement. He documented his strategies and solutions in his popular 2007 book, “The Ten Truths of Wealth Creation,” which explains the concepts and strategies he teaches at The Institute. He has appeared on numerous radio and television programs, and been quoted in print and web articles. He also educates his colleagues, speaking at investment trade events, training professional investment advisors interested in following his independent approach. He has served as an advisory board member of AETNA Financial Services (ING), American Capital Corporation, American Skandia (Prudential), National Planning Corporation (NPC), and AssetMark Investment Services among others. He has also received numerous industry recognitions including the Million Dollar Roundtable, the National Quality Award and the Joint Chiefs of Staff of Lafayette Life, the Presidential Council of Aetna and Guardian Life, and the Advisors Circle Award of the Oppenheimer Funds. Girouard earned a BA in Economics from the University of Maryland and began his career by founding AGI Financial Services Inc. in Washington D.C., helping nonprofit and government executives and employees negotiate employment contracts and establish employee benefit and retirement programs. The success of AGI led to the founding of CAPITAL Benefit Planning Group, an employee benefits firm. Girouard has earned numerous industry certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant, Certified Fund Specialist, Chartered Life Underwriter, Certified Estate Analyst and Certified Senior Advisor. He has served as a member of the Board of Governors to the University of Maryland College Park Foundation, and chair of the College of Behavioral and Social Sciences Finance Committee for the Alumni Association. He contributes his services to the National Children’s Center, a Washington, D.C. organization that works with children with developmental disabilities, the Washington Animal Rescue League, and The Human Incentive and Research Education Institute. John Girouard lives in the District of Columbia
with his wife of twenty years, a daughter and a son, and a menagerie
of pets. His hobby is cooking.
Ms. O’Brien is Executive Director of NAFA. She is responsible for all aspects of association management. Kim has successfully organized and managed conferences for 2004, 2005 and 2006 which generated profit for NAFA. Membership has increased for 12 to 45 percent at present. Previously, Kim owned and ran her own marketing agency called American Brokerage, LLC and received the 2002 Entrepreneur Award from Sun Life. Prior to American Brokerage, LLC, Kim served as Executive Director of Marketing and Product Management at Clarica, where she led the development, marketing, and training processes for the company's portfolio of fixed and equity-indexed annuities. She previously headed the marketing department for individual health products, group health products, and student health plans for Fortis Insurance Company. Kim O'Brien received her BA from Ripon College, her MFA from the University of Northern Colorado, and an MBA from Edgewood College, Madison, Wisconsin.
The title of W Mitchell's latest book is also his philosophy on life -- "It's not what happens to you...it's what you do about it." This expert on taking responsibility for change shows his audiences not only how to gain perspective, but how to cope, and even better, to prosper with personal and professional change. W Mitchell knows about challenge, change
and courage -- all first hand. He speaks to you about the battles
and the victories of life. From co-founding a metal casting company
that put thousands to work, from his election as mayor and congressional
nominee, from a fiery motorcycle accident that left him burned over
65% of his body, and from the airplane crash that took away his
ability to walk, Mitchell now soars above the rest with grace, good
humor and gumption. "Before I was paralyzed there were 10,000 things I could do; now there are 9,000. I can either dwell on the 1,000 I've lost or focus on the 9,000 I have left."
David is president/principal of Security First Benefits Corp. located in Flint, Michigan. The parent company was founded in 1924, and has continually served its clients by providing employee and executive benefits in the small group market. David has been very active in the industry and his community. He began serving the insurance industry by being elected as president of his local and state chapter of the National Association of Insurance and Financial Advisors. Still maintaining the passion for this great industry, David began working on the national level of NAIFA, and in September 2005, was elected their 115th president during their annual meeting in Baltimore. David is a proud member of NAIFA, AHIA, MDRT, AALU, SFSP, TAC, and NAHU. In his community he has served on the United Way Team, and is an honorary board member of the Genesee Valley Chapter of the Cystic Fibrosis Foundation. David is currently serving as Head Elder of Emanuel Lutheran Church in his home town of Flushing, Michigan. When David does find time for leisure, he enjoys golf, sky diving (no longer), and spending quality time with family and friends.
Bill taught at the college level for thirteen years and was a counselor for six years prior to his current passion for motivating men and women in the workplace. Because of his remarkable abilities, Bill was awarded The Hal Holbrook Award by the International Platform Association, whose past and present members include Mark Twain, Theodore Roosevelt, Bob Hope, and Elizabeth Dole. They consider him one of the select few to be named a Top Rated Speaker. Since 1988, Bill has traveled full time speaking to hundreds of audiences as small as 18 and as large as 18,000. Plus, Bill has addressed 26 teams in the National Football League, as well as over a dozen teams in Major League Baseball. Bill’s complete client list reads like a Who’s Who of corporations, associations, educational agencies and professional sports teams. In 2004, Bill established the Butterworth Communicators Institute to train men and women to find their speaking voice and raise their speaking ability to the next level. The overwhelmingly positive response to BCI has been gratifying as students maximize their skills through this intensive, yet intimate three day workshop. In the writing world, Bill’s
latest contribution is a series of business books with the overall
title On The Fly. The first two books are called On The Fly Guide
to Balancing Work and Life and On The Fly Guide to Building Successful
Teams. They are being published by WaterBrook Press, a division
of Random House. Besides the On The Fly series, Bill has written
over a dozen books including The Promise of the Second Wind and
When Life Doesn’t Turn Out Like You Planned.
A Psychotherapist with a B.A. Degree In Psychology from Rutgers University, Anthony Galie also attended Florida Atlantic University for his Masters degree. In addition to his own practice as a psychotherapist, he is a published author in leading technical journals, and a columnist for key trade and industry publications. He has also been a guest lecturer for colleges and universities, and a consultant to such organizations as the American Cancer Society. As a lecturer on the "The Subconscious Aspects of Business", Anthony Galie has regularly appeared before major industrial, manufacturing and business associations, medical groups, and major corporations throughout the United States. His program is geared to defy logic -- because that is what stands in most people’s way. It deals with the subconscious - how to use it to develop positive outlooks, how to train it to improve concentration, and how to get it to achieve results. He covers techniques to isolate problems and stimulate creative solutions. He points the way to understanding life trends, and the development of purpose. He teaches the power of suggestion, and how it is used on yourself as well as others. In the last 17 years, Anthony has trained thousands of business people to get and stay focused on their goals with simple, practical, hands-on techniques that work.
Michael Lovas, C.Ht., AboutPeople AboutPeople.com Mr. John Bledsoe, Speaker, Author, Consultant & MDRT Top of the Table Winner Mr. Bob Artz, President - Polaris One PolarisOne.com James Lloyd Michael Kerley
Michael
Meade Ben H. Wolzenski, FSA, CLU Jerry B. Stillwell, Donald W. (Butch) Britton Brian Holloway, President
& CEO Larry Barton, PhD, The American College Mr. Steve Gilliland Bill Chaffin, President - Bill Chaffin Enterprises Mr. Ellis Ferreira, President - Ferreira Tennis David Smithkey, President - Security First Benefits & NAIFA Maurice L. Stewart, CLU, ChFC, CLF Anthony Galie - www.anthonygalie.com Jack Wolf - www.jackwolflearning.com |
Norm
Trainor
Alan
Veingrad
Richard
M. Weber, MBA, CLU, AEP®
Robert
Krumroy
Jim
Lange, CPA/JD
Jeff
Peden, The Great Ideas! Guy
SM
Greg
Bennick 
Tim
Berry 
Matt
Thornhill,
Founder and President
Michael
Lovas, C.Ht.
William
Driscoll
Mr.
Barry Caponi
Byrd
Baggett
Mr.
Stephen Piontek
John
E. Girouard, President, CEO Capital Asset Management Group
& 
Kim
O'Brien
W
Mitchell
David
Smithkey
Bill
Butterworth
Anthony
Galie Seminars
NIME
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