ELITE PROFESSIONAL ADVISOR CONFERENCE
2025 AGENDA COMING SOON!
Below is our 2024 agenda. Please check back again for information on our 2025 event.
DAY 1 - January 29, 2024
8:00am-11:00am
Booth Setup
11:00am-2:00pm
REGISTRATION
2:00pm-2:10pm
Welcome to Day 1 - housekeeping items & logistics
Bryan Sweet & Brittany Anderson
2:15pm-3:00pm
Cracking the WHY code: Your Competitive Edge
Dr. Gary Sanchez
3:05pm-4:00pm
How to Maximize Your Time and Your Client's Experience Leveraging Secure Technology
Jason Brown & Bob Barton with
Family Central
4:05pm-4:10pm
Ultimate Advisor Coaching promo
John Moshides with Ultimate Advisor Coaching
4:10pm-4:30pm
Break
4:35pm-5:20pm
Intellectual Property DNA: Find your flow, recover time, and create a one to many multiplier
Garrett Gunderson - GarrettGunderson.com
5:25pm-6:10pm
Whaddayawant?
Bruce Turkel, Branding Expert & Hall of Fame Business Speaker
6:10pm-6:15pm
Wrap Up of Day 1
Brittany Anderson
6:30pm-8:30pm
Welcome Night Reception sponsored by Family Central
Location: Terrace Lawn & Patio
DAY 2 - January 30, 2024
7:00am-8:00am
Breakfast
7:00am-5:30pm
Booths open
8:00am-8:05am
Welcome to Day 2
8:05am-8:50am
Function As If You’re 40 Years Old When You’re 90 – How this is Possible by 2034!
Dr. Mike Roizen with Longevity Playbook
8:55am-9:40am
Mergers and Acquisitions 101: M&A for Financial Advisors
Ted Motheral with Walter | Haverfield
9:40am-10:10am
Networking Break sponsored by Transamerica
10:15am-10:20am
Benefits Plus promo
Brian Heckert with BenefitsPlus
10:25am-11:20am
Bigger Better Clients Faster With Less Effort
Dr. Jeff Spencer
11:25am-12:10pm
The Influential Personal Brand: How to become more well-known in your space
Elle Petrillo with Brand Builders
12:10pm-1:10pm
Lunch & Networking
1:15pm-2:00pm
The Three Pillars of the Next Advisor Tech
Joel Bruckenstein on behalf of FP Alpha
2:05pm-2:50pm
Wealth Longevity International: Pioneering Strategies to Enhance Your Lifespan, Healthspan and Business Success
Panel guests: Regan Archibald, Mike Koenigs and Steve Marler; facilitated by Bryan & Brittany
2:50pm-3:20pm
Networking Break sponsored by Commonwealth Financial
3:20pm-3:30pm
Mag7 Consultants promo
Barry Garapedian with Mag7 Consultants
3:35pm-4:20pm
Will You Be Disrupted or Be a Disruptor: The Future of the Financial Services Industry
Randy Carver with Carver Financial Services
4:25pm-5:10pm
Get the Meeting No One Else Can: Intel Secrets to Find the Right Person, at the Right Time, with the Right Message
Sam Ritcher, Professional Speaker Hall of Fame | Founder/CEO Intel Engine & SearchLink.ai
5:10pm-5:15pm
Wrap Up of Day 2
Bryan & Brittany
6:00pm
Cocktail Hour
Location: Pre-Function Spaces outside Terrace Ballroom & Salon West
Beginning After 7:00pm
By-invitation-only Sponsor Dine-Arounds
DAY 3 - January 31, 2024
7:00am-8:00am
Breakfast
7:00am-5:00pm
Booths open
8:00am-8:05am
Welcome to Day 3
8:05am-8:50am
Waging War on Entitlement: The 7 Family Money Skills
Scott Donnell with GravyStack
8:55am-9:40am
Grow and Scale: Run Efficient, Effective Meetings That Visually Engage
Bryan Sweet & Brittany Anderson on behalf of The Meetings Hub
9:40am-10:10am
Networking Break
10:15am-11:00am
Navigating Post-Exit Fulfillment: Unplugging from The Matrix
Jerome Myers with Exodus
11:05am-11:50am
How to Escape Commoditization, Leverage Your IP, and Double Your Fees
Steve Gordon with Million Dollar Author
11:50am-1:00pm
Lunch & Networking
1:05pm-1:50pm
Crushing It: Pour New Leads into a Funnel That Converts
Laura Garfield & Sharon Gottula with Idea Decanter
1:55pm-2:50pm
The New Client Experience
Jackie Wilke with First Trust
2:50pm-3:20pm
Networking Break sponsored by Welcome Funds
3:25pm-3:55pm
The Art and Science of Great Advice
Burt White, Managing Partner & Chief Strategy Officer at Carson Group
4:00pm-4:45pm
Wearing the C: Leadership Lessons from the Greatest Captains & Coaches in Sports
Ross Bernstein, Best-selling Author & Hall of Fame Business Speaker
4:45pm-4:55pm
Closing Remarks from your hosts
5:00pm-6:30pm
Break down booths
6:30pm-9:00pm
Closing Night Extravaganza sponsored by First Trust
Location: Hard Rock Tower Pool Deck
The Conference of a Lifetime for Elite Professionals
The decision is NOW.
Hosted by Top Producer International, LLC
Fairmont, MN 56031 United States
Contact us at ewasymposium@gmail.com or call (800) 658-2507