Join us for Kickoff 2022!
Wednesday, January 12th – 9am-4pm MT
Marriott Downtown City Creek
75 S West Temple
Salt Lake City, UT 84101
Discounted Marriott room rate for Kickoff 2022 attendees here
Featured Speakers:
Thurl Bailey
Retired NBA Star, NBA Broadcaster, and Speaker
Presentation Title: The Significance of the Journey
In 1981 a coach, that no one in the room had ever heard of, addresses a group of college basketball players as their newly hired head coach. He began his inaugural speech by exclaiming, “I know that I’m going to win a National Championship…soon. I know because I’ve dreamed about but, I need you guys to help me get there.”
That coach’s name was James T. Valvano. The world would come to know him as, Jimmy V, the coach who would lead his NC State Wolfpack team to a seemingly impossible NCAA Championship in 1983.
Although coach V made it clear from the get-go that the desired ultimate goal was a championship, he believed that our individual and collective journeys to get there is what we would cherish the most.
Join Thurl as he shares his experience in benefiting from the Significance of the Journey!
Thurl Bailey is a former professional basketball player who spent 12 years in the N.B.A with the Utah Jazz, and Minnesota Timberwolves, Euro League with Panionios in Greece and 3 years in Italy with Polti Cantu and Olympia Milano.
He won the N.B.A.’s prestigious J. Walter Kennedy Citizenship Award for outstanding community service for the 1988-’89 season. Currently, Thurl leads a busy life as an international corporate and youth speaker. He is the host of the popular Thurl Talk podcast, an actor, singer/songwriter and works as a TV broadcast analysts for the Utah Jazz.
Melissa Wandall
Advocacy Consultant & Public Speaker
Presentation Title: The Power of Life Insurance
In this captivating presentation Melissa shares her story, how life insurance has afforded her to not just SURVIVE in life but to THRIVE, and the importance of the advisors role in reaching out to new and existing clients.
Consistent, focused and with a natural ability to engage others, Melissa utilizes her personal experience with losing a loved one as a springboard to effect positive change. Known as a passionate presenter by numerous insurance companies, government agencies and business leaders, her genuine spirit influences the hearts of her listeners, inspiring motivation and purpose.
Erin Botsford
Founder & CEO at The Advisor Authority | Barron's Top 100 Advisor | Author of Seven Figure Firm | Speake
Presentation Title: Predictable Cash Flow – How to Move Up Market, Without Giving Up Your Existing Business
Given the choice, most advisors would like to be able to work with high net worth clients. They realize it takes a different skill set than they currently have. Join us Erin as she discusses how to move up market without giving up your existing book of business.
Erin’s mission is to impact the lives of advisors who want to take their businesses to the next level and create self-managing companies – businesses that attract and serve clients with excellence without the advisor’s day to day involvement in areas of the business that don’t require the advisors unique capabilities.
Additional speakers and topics include:
Start Your Engine! with Trent Dransfield, Financial Advisor and Life Coach
Trent will cover: Wondering why you can’t quite get to a higher level in your Career and life in general? The Secret Sauce of unlocking the channels of attracting what you DO WANT in your life, and eliminating those things you DON’T WANT. The Key to Abundance is…. (come find out)
Leverage Executive Life Insurance to Build a Stronger Practice with Dan Hudgens, Regional VP – Protective Life
Join us as we discuss the Executive Life Insurance market where you can uncover six-figure premium cases while expanding your practice. This market creates significant revenue potential with very little administrative effort due to guaranteed-issue type underwriting (no exam or bloodwork with only 2 Underwriting questions) and a completely online enrollment process. We will review how to identify potential prospects that can open the door to both corporate and individual sales opportunities.
Professional Referral Partners: Making the Myth a Reality? with Jared Knudsen, President – Current Client
A single tool to convert customers into clients and professionals into referral partners. Hear firsthand experiences from advisors that are using CurrentClient and find out how you can too!
Deepening Relationships Through Life Insurance Planning with Dan Luke, CFP, Co-Founder & Chief Executive Officer – Diversify
Hear from Dan Luke, a fellow advisor/planner, as he discusses the importance of addressing insurance planning for every client in his practice. He will discuss how he approaches life insurance planning with his clients, why he believes it should be a core-service offering of wealth management firms, and how it can deepen business relationships. Dan will share specific stories about the impact life insurance has had in his practice.
Implementing Individual and Group Disability into your Practice with Bart Spencer (Allegis) and Ric Rogers (Johnston Rogers)
Learn how to unlock the mysterious world of Disability Income protection in your practice. Join Ric Rogers, a leading disability producer for a discussion on how he has become a “Regular” in the disability income world. He and Bart Spencer will discuss the growth of his business through the years. You will also have a chance to ask questions of your own to gain insight how you might develop your business as well.
With more to be announced! Stay tuned, and sign up for our newsletter so you can get the latest updates about this and other Allegis events.