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MITCH ANTHONY
Mitch
Anthony is the founder and president of Advisor Insights Inc. For more than 20 years, Mitch and his team have
provided training and development for both individual advisors and major
organizations.
Mitch is a contributing editor for
Research
magazine and his column “Financial Life Planning” appears in
Financial Advisor
magazine. He has been named one of the financial service industry’s top “2006
Movers & Shakers” by Financial
Planning magazine. His radio feature,
The Daily Dose,
is heard daily on 100 radio stations nationwide.
SCOTT BURROWS
Scott used his powerful success formula -
Vision, Mindset and Grit
during his entire life to maximize untapped potential, excel and surpass the
competition. He played college football at FSU under Coach Bobby Bowden. He was
a # 1 ranked kick-boxer having his last fight broadcast by ESPN. At the age of 19, Scott's life took a dramatic turn - he was a
passenger in a single car accident which left him paralyzed from the chest down.
Diagnosed a quadriplegic and confined to a wheelchair, Scott would not be
sidelined. He applied his formula of Vision, Mindset and Grit and went on to
lead a very rewarding and fulfilling personal and professional life.
RICHARD CAMPE
Rich has 18 years of international and domestic Sales and Sales Management
experience. He is the founder and CEO of Rich Campe International, Corporate
and Personal Coaching and sits on the Board of Advisors for IgnitetheFire.com,
CapturetheChampion.com, HVPProfiles.com, and several real estate investment
firms. Rich has served as a board member for SMU (Southern Methodist University)
MBA mentor program and has been invited to speak at multiple business
conferences where he has shared the stage with world and business leaders such
as President George Bush Sr., Les Brown, Tony Robbins, Zig Ziglar and a host of
other CEO’s and world leaders.
Dr. James Canton
Dr. James Canton is a leading futurist, digital entrepreneur and author.
His area of expertise is the future of technology and its impact on
business, individuals and society. He is President of the Institute for
Global Futures, an internationally recognized San Francisco-based think
tank that advises clients on the strategic impact of leading-edge
technologies. His Fortune 1000 clients are from a wide range of
industries.
Bill
Cates
Bill Cates, author and dynamic speaker, works with financial professionals who want to attract higher quality clients and with companies who want to build a more committed sales force.
Bill's best selling book Unlimited Referrals has established him as America's foremost expert on increasing sales through referrals. Whether motivational keynote or
break-out seminar, Bill will give your people a ton of strategies they can put to use immediately.
Lawrence
Chimerine, Ph.D.
Dr.
Lawrence Chimerine is Managing Director and Chief Economist at the
Economic Strategy Institute (ESI) in Washington, DC. Senior Economic
Advisor, The WEFA Group, in Eddystone, PA.; and President, Radnor
International Consulting Inc., in Radnor, PA.
He is the former Chairman, Chief Executive, and Chief Economist of
Chase Econometrics and The WEFA Group.
Harry S. Dent, Jr.
Using
exciting new research, developed from years of hands-on business
experience, Mr. Dent offers a refreshingly positive and understandable
view of the future. He
proposes practical applications
at all levels: from personal
investments, to business strategies, to jobs and changes in the workplace,
to growth areas for real estate.
TERESA EASLER
For over 20
years Teresa Easler has coached thousands to develop the skills they need to be
powerful communicators and successful business leaders. She has a knack for
getting them clear about their business objectives and making them happen.
Corporate Vision Communications Inc., the company she co-founded in 1986 has
been honored around the world with numerous awards for dynamic marketing
communication that delivers results.
Jordan
Goodman
Jordan Goodman, is known as
America's 'Money Answers Man' for a good reason. He has been answering
America's questions about personal finance for over 20 years.
He is the author of 4 best-selling books on personal finance, including
"Everyone's Money Book', which you have received here. Jordan is also
the weekly financial analyst on NBC News at Sunrise and Public
Radio's Marketplace in the Morning show. He appears regularly on
CNBC, CNN and other national and local TV shows.
RODNEY
JOHNSON
Rodney Johnson is one of America’s leading investment strategists and
advisors. The foundation of his success is the HS Dent system of
forecasting economic change based on demographic trends. As president
of HS Dent Publishing, Johnson publishes and writes for HS Dent
Forecast newsletter, which is known for its in-depth
analyses of change and economic growth affecting the financial markets.
He appears regularly in the financial news media where he is valued for
his candor and insight into economic and stock market trends. Johnson
is the primary instructor for the highly successful HS Dent Demographics
School launched in 2006 and attended by executives from around the
world.
rOBERT KRUMROY
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.
Maribeth Kuzmeski, MBA, RFC
Maribeth Kuzmeski is an author of 3 books, marketing consultant and business
owner. Under her guidance one of the nation’s top financial advisors built a
business from $10 million to $200 million in money under management in five
years.Maribeth has appeared on TV and radio stations across the United States
and has written articles appearing in hundreds of magazines and newspapers
describing her successful marketing strategies. She is the founder of Red Zone
Marketing®, a unique system proven to bring businesses winning seasons year
after year. Her book, Red Zone Marketing: A Playbook For Winning All The
Business You Want and audio CD, The Client Experience have received
rave reviews!
Stephan
R. Leimberg
Stephan
R. Leimberg CEO is CE0 of Leimberg and LeClair, Inc., an estate and
financial planning software company and President of Leimberg Associates,
Inc., a publishing, software, and marketing consulting company in Bryn
Mawr, Pennsylvania. He is also an adjunct professor in the Masters of
Taxation Program of Villanova University School of Law. Professor Leimberg
is the 1997 Edward N. Polisher Lecturer of the Dickinson School
of Law and was awarded the Excellence in Writing Award of the
American Bar Association's Probate and Property Section.
Edwin
P. Morrow, CLU,
ChFC
Ed Morrow began his business career as a financial analyst for
Dun & Bradstreet. Thereafter, he was the manager for a major
life insurance company, supervising marketing activities and
training in the estate planning and employee benefits areas. In
1969 he founded Financial Planning Consultants, of Middletown,
Ohio, specializing in planning for corporate executives and
business owners.
Ned A. Miller, CLU
Ned
A. Miller, CLU, is President of Ned A. Miller, Inc. of Albuquerque, New
Mexico. His organization currently consults with and/or administers over
100 employee benefit plans throughout the country. He
has been a featured speaker at the Million Dollar Round Table (MDRT) six
times. He has written seven books on employee benefit plans plus
a number of articles and pamphlets.
RUTH MITMAN
Ruth Mitman,
founder and president of the Mitman Group, is a 50-plus market advisor with over
25 years of experience with the mature market. A Ph.D. graduate in Gerontology
and Education from Michigan State University, Dr. Mitman has a diverse
professional background in the fields of gerontology and education. She helps
companies increase their market share by understanding and speaking to older
customers better than their competitors, thereby increasing sales, improving
customer service and retaining hard-won clients.
JonathAn
Pond
Jonathan Pond's work in educating the public on financial
matters has been far-reaching and widely recognized. His eight
prime time public television specials have been critically
acclaimed for the effectiveness in providing useful and
understandable financial guidance to people of all financial
circumstances. He is widely sought as an objective and
entertaining observer of the investing and personal financial
planning scenes. He has received numerous awards for his media
work.
Peter Ricchiuti
Peter
Ricchiuti (Ri-Shooty) is the finance professor you wish you had back in
college! He is the assistant dean at Tulane University's A.B. Freeman
School of Business and his insight and humor have twice made him
the School's top professor. After a successful career on Wall
Street Peter served for five years as the assistant state
treasurer and chief investment officer for the State of
Louisiana.
William Shipman
William G. Shipman is
Chairman of CarriageOaks Partners LLC a Massachusetts-based
consulting firm specializing in retirement finance.
An advocate of Social Security reform in the United States, Mr.
Shipman has testified before the House Ways and Means Sub-Committee on
Social Security and co-authored Promises
to Keep: Saving Social Security’s Dream.
He is Co-Chairman of the Cato Project on Social Security
Privatization, and was on the National Advisory Board of “Americans
Discuss Social Security,” a non-profit organization funded by the Pew
Charitable Trusts to generate informed debate on the issue.
He also served as a delegate to the White House Conference on
Social Security.
R.J. Shook
A native of
Columbus, Ohio, R.J. Shook graduated from Babson College in Wellesley, MA in
1987 and has been in the securities industry ever since. Hired as a Financial Advisor at Prudential-Bache Securities in 1987, his
experience ranges from Investment Banking to Research.
R.J. began his career as a financial advisor. Frustrated that he didn't have
access to top advisors from which he could learn best practices, he wrote his
first Winner's Circle book, which profiles the best advisors in the
business. After a decade of Wall Street experience, he just released his fourth
edition,
The Winner's Circle IV, which is his eighth book.
Dan
Sullivan
Dan
Sullivan is co-founder and President of The Strategic Coach Inc. A
visionary, an innovator, and a gifted conceptual thinker, Dan has over 25
years' experience as a highly regarded speaker, consultant, strategic
planner, and coach to entrepreneurial individuals and groups. Dan's strong
belief in and commitment to the power of the entrepreneur is evident in
all his work, particularly in The Strategic Coach Program, which he
continues to develop to help entrepreneurs reach their full potential in
both their business and personal lives.
MICHAEL SULLIVAN
Michael P.
Sullivan is a keynote speaker and trainer specializing in sales and marketing
for Baby Boomers and older clients. His entertaining and involving presentations
wow financial professionals with practical advice on how to talk to Boomers and
older clients in order to be more effective. Mike has been a speaker at
virtually every type of venue, from major national meetings to branch
offices and teleconferences. He has been a featured speaker for
organizations like the Million Dollar Round Table, National Association
for Variable Annuities, International Association of Financial Planners,
and the Bank Securities Association as well as privately sponsored
industry conferences.
In
his book, The Excellent Investment Advisor, Nick Murray says, “Michael P.
Sullivan…for my money has the best handle in America on the sales/marketing of
investments to the aging.”
KEN UNGER
Ken Unger is an experienced and respected coach and trainer known throughout the
financial industry for his knowledge, enthusiasm and high energy level. He is
widely recognized by audiences of Financial Advisors nationwide for sharing
efficient practice management strategies and effective sales and marketing
ideas. As President of Million Dollar Producer, Ken creates training materials
and conducts training sessions for mid to high-level Financial Advisors.
Dan
VETO
Dan Veto has nearly 20 years of business experience in
personal financial services and healthcare with a particular emphasis on boomers
and retirees. Mr. Veto frequently provides keynotes on the topic of the changing
nature of retirement and its implication for boomers. His thought-provoking
programs have been presented to a who’s who of financial services organizations
including Merrill Lynch, HSBC Bank, Charles Schwab, Fidelity Investments, among
others. Mr. Veto served on the Board of Directors and was Chief Marketing
Officer and Senior Vice President of Strategic Planning at Bankers Life and
Casualty Company, an insurance-based financial services firm exclusively focused
on meeting the financial needs of retirees.
Edie
Weiner
Edie Weiner is president of Weiner, Edrich, Brown, Inc., a leading futurist consulting group in the United States. Formed in 1977, WEB has served over 300 clients (corporate, academic, government) in identifying opportunities in the areas of marketing, product development, strategic planning, investments, human resources, public affairs and advertising. Clients have ranged from the U.S. Congress to many of the Fortune 500. |
