ELITE PROFESSIONAL ADVISOR CONFERENCE
Below is the agenda for our past event but will give you a general idea of the time line you can expect for 2026. Please check back this Fall for the 2026 Agenda.
2025 AGENDA
Pre-conference - February 2nd, 2025
8:30am-2:00pm
Booth Setup in Alhambra Foyer
11:00am-3:00pm
Cleator VIP Experience - tentative departure time from hotel is 9:30am; watch your email for details on how you can participate in this unique and fun experience!
3:00pm-6:00pm
REGISTRATION in Arrival Foyer - Alhambra Foyer
6:30pm-8:00pm
Welcome Night Cocktail Reception
Location: Camelback Villa & Lawn
DAY 1 - February 3rd, 2025
7:00am-8:00am
Breakfast located on the Alhambra Terrace
7:00am-5:30pm
Booths open
8:00am-8:10am
Welcome to Day 1
Your Hosts: Bryan, Brittany & Brian
8:15am-9:00am
Ageless Future Life: The new longevity communities that aligns lifespan and healthspan with wealth.
Regan Archibald, Lac, FMP, founder of East West Health
9:05am-9:50am
How To Get Even More Leads Easier & Faster by Using YouTube
Andrew Murdoch, Founder of YT Era
9:50am-10:20am
Networking Break sponsored by Commonwealth Financial
10:25am-11:10am
Mergers and Acquisitions 101: The current state of M&A in the Financial Services Industry and How you can take advantage of it
T. Ted Motheral, Partner In Charge - Cleveland, Potomac Law Group joined by Scott Danner with Freedom Street at Steward Partners
11:15am-11:40am
Elevating Client Engagement … “The Dash Dinner”
Barry Garapedian with Mag7 Consultants
11:45am-1:00pm
Lunch & Networking
1:10pm-2:00pm
Understanding Tax Lien Investments
David Perkins with Gondola Partners
2:00pm-2:30pm
7 Insider Methods to Land 5-25 Warm Meetings a Month Without Cold Calling
Jeremiah Desmarais , Keynote Speaker, Author, Mentor
2:30pm-3:00pm
Networking Break sponsored by Wealth Advisors Trust Company
3:05pm-4:00pm
Stand Out in the Right Crowd: How Graphic Design Helps Grow and Enhance Wealth Advisory Practices
Randi Brill with JUST CALL RANDI
4:05pm-5:00pm
What's In It For Them
Joe Polish, Founder of Genius Network®
5:00pm-5:05pm
Wrap Up of Day 1
Bryan & Brittany
5:30pm-6:30pm
Cocktail Hour
Location: Kasbah patio near the main pool
7:00pm
VIP Dine-Around Experience - by-invitation-only
Sponsored by: Wise Rhino Group
Beginning After 6:30pm
By-invitation-only Sponsor Dine-Arounds
DAY 2 - February 4th, 2025
8:00am-9:00am
Breakfast located on the Alhambra Terrace
8:00am-5:00pm
Booths open
9:00am-9:05am
Welcome to Day 2
9:10am-9:55am
How to Decrease Stress and Increase Workplace Performance in 20-minutes Per Day
Dr. Brian J. Grasso, High-Performance Consultant
10:00am-10:45am
Aaron Hasler with Skyview Partners
10:45-11:05am
Networking Break sponsored by LongWater Capital Solutions
11:10am-12:05pm
The Five Most Common Mistakes Financial Professionals Are Making.
Brian D. Gallary, Senior Vice President | Head of Strategy and Consulting at First Trust
12:05pm-1:15pm
Lunch & Networking
1:20pm-2:05pm
Beyond Wealth: The AI Powered Path to Help Clients Create Their Dream Life
Brittany Anderson for The Meetings Hub
2:10pm-3:05pm
Shaping the Future of Wealth Management: Tales from the M&A Journey
Panel guests: Peter Campagna & Scott Erskine with Wise Rhino; facilitated by Brittany Anderson
3:05pm-3:10pm
Introduction to Ashar Group - Life Settlements & Life Insurance Valuation
Jon & Jamie Mendelsohn with Ashar Group
3:10pm-3:40pm
Networking Break sponsored by Ashar Group
3:45pm-4:50pm
PushPastImpossible™
Ryan Stramrood, Inspirational Speaker, Guinness World Record holder, and an ultra-extreme open water and ice swimming adventurer
4:50pm-5:00pm
Wrap up of Day 2
6:30-9:30pm
Southwestern Soiree sponsored by JUST CALL RANDI
Location: Cortijo Plaza & Castillo Lucena
DAY 3 - February 5th, 2025
7:30am-9:00am
Breakfast located on the Alhambra Terrace
8:00am-10:40am
Booths Open
9:00am
Welcome to Day 3
9:05am-9:40am
Micro session 1: Three Ready-to-Use Graphic Design Game Plans
Randi Brill with JUST CALL RANDI
9:45am-10:15am
Micro session 2: Tax Deferral Strategies for Real Estate
Kyle Connor with Invesco
10:15am-10:40am
AM Break
10:45am-11:15am
Micro session 3: Find Your #Finfluence: Using Video to Build Authority + Grow Your Business
Laura Garfield with Idea Decanter
11:20am-11:50am
Micro session 4: Stand Out With Your Iconic Brand & World-Class Website
Dmitriy Koslov & Carla Samson with Influex
11:50am-12:00pm
Closing Comments
Your hosts: Bryan, Brittany & Brian
12:00pm
Departures
Grab & Go lunch option will be provided
10:40am-2:00pm
Booth Teardown
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