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The Journey: Nashville – April 9-11, 2018

Gaylord Opryland Resort | Nashville, Tennessee

Our biannual Journey events have always delved behind the scenes to show how one or two of Advisors Excel’s top producers manage the myriad challenges of running a successful firm. Now, we’re changing things up to give you a much more targeted Journey experience — one that gives you six distinct presentations to choose from, so you can focus on the concepts you find most compelling.

This spring, The Journey will help you:

  • Take in the tactics and tips of producers whose businesses look a lot like yours
  • Zero in on fresh solutions to your peskiest practice-management headaches
  • Learn about prospecting strategies designed to make it easier to attract ideal clients

In 2018, it’s YOUR Journey, YOUR way!

Breakout Sessions for The Journey: Nashville

David Blackston
Blackston Financial Advisory GroupThe Villages, Florida
2017 total production: $61.1 million

David and his three-advisor team are able to create a memorable client experience with distinctive touch points — and generate big business with Blackston’s VIP Referral Program. He’s set to show you how he garnered X percent of his business from referrals in 2017, and how you can do the same.

Carl Carlson
Carlson FinancialTopeka, Kansas
2017 total production: $114 million

Having trouble setting appointments from your seminars? Carl found a simple solution — don’t ask for an appointment, instead invite your prospects to a client mixer. At The Journey, he’ll share how this small change helped him tack on roughly $15 million in new assets last year.

David Epstein and Brad White
Epstein & WhiteSan Diego, California
2017 total production: $175.9 million

Learn how this duo was able to quickly bring on five sub-advisors who accounted for more than $120 million of their total production in 2017. David and Brad also will explain how an aggressive marketing mindset has made all the difference in their practice.

Roger Ford
Conservative Financial Solutions, LLCHarrison, Ohio
2017 total production: $23.4 million

Roger will share how he gains 50 percent of his business through referrals alone, and how he attracted a CPA partnership to help drive business to his firm. What’s more, he’ll explain how his team made the transition to AE Wealth Management — and retained 99 percent of their clients.

Ken and Lori Heise
Heise Advisory GroupSt. Louis, Missouri
2017 total production: $38.5 million

If you’re adding AUM to your practice, don’t miss hearing this couple of advisors share their (sometimes painful) lessons learned, including how to avoid cash flow problems. Ken and Lori also will explain how the business-tracker spreadsheet they use helps them to think like business owners, not sales reps.

April Roberts
Roberts Wealth ManagementSugar Land, Texas
2017 total production: $23.4 million

April will share how everything from her hiring practices to her employee oversight and even her office décor and logistics contribute to strong employee engagement. You’ll also get a look at her 12 Rules of Office Conduct, including getting clear about the non-negotiables related to your office culture.

PLUS: Kick off YOUR Journey with Ian Altman

Don’t miss our engaging keynote presentation, when Ian Altman, a successful CEO, strategic advisor and author of the best-selling book “Same Side Selling,” talks about how to win over your ideal clients. His answer? Having a keen understanding of how people make buying decisions in today’s marketplace.

Make 2018 the year you find YOUR path to GREATNESS.

Call your VP of Advisor Development to register for The Journey: Nashville today! 888.363.9595

The Journey is designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. The Journey is designed to provide general information only on the topics covered; producers are ultimately responsible for the implementation and use of the information.

The unique experiences and relative success of The Journey presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The Journey are no guarantee of your future success.

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