PREPARE FOR THE FIDUCIARY WORLD

Transcription

1 Minneapolis, MN October 25-27, 2017 PREPARE FOR THE FIDUCIARY WORLD Gradient Annuity Brokerage is not affiliated with or endorsed by the Social Security Administration or any government agency. For Agent Use Only

2 New Generation University From stock market crashes to Ponzi schemes and regulatory shifts like the Dodd-Frank Act or Department of Labor Fiduciary Rule, our industry is constantly changing. All of these variables have forced producers to evolve or become extinct. Have you taken steps toward implementing the practices of an investment advisor? Simply passing the Series 65 is not enough regulators and clients alike expect more from you. At the New Generation University, you will learn how to implement the practices of an investment advisor and act as a fiduciary for your clients. Not only will you learn how to be a full-service advisor, but you will also be instructed on how to build a substantial business with a recurring revenue stream. Additionally, you will gain business-changing insight as Top Producer Gary Sickles discusses his success using the New Generation Planning Platform. He will show you how he navigates through the platform using its proven prospecting techniques, appointment methodology and product selection tools. He will also discuss how becoming a full-service advisor helped all aspects of his production increase. You will get an exclusive look at how the New Generation Planning Platform can help you take your personal production to new heights, regardless of the regulatory environment. Let us show you how you can personalize the essential tools of the platform including the Color of Money Risk Analysis landing page, seminar materials, consumer brochures, appointment pieces, and more. Finally, you will gain a greater understanding of how effective Social Security planning can benefit your clients and propel your prospecting. You'll have a better grasp on how Social Security can help your clients create and maximize their Social Security retirement income. Hear from Coach Judah Day who has been in personal production for over 16 years and has been mentoring and motivating financial services professionals for over seven years. Judah brings a wealth of industry knowledge and Social Security expertise. He will share his insight and show you how Social Security can help propel you to success. By attending this event, you will gain a better understanding of how becoming an investment advisor can help grow your practice. You will also receive step-by-step instruction to take you to the next level of success using New Generation Planning Platform and Social Security. Gradient Annuity Brokerage is not affiliated with or endorsed by the Social Security Administration or any other government agency.

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4 ITINERARY Wednesday, October 25 5:15PM 5:30PM - 7:00PM SHUTTLES DEPART HOTELS FOR GRADIENT CENTER COCKTAIL RECEPTION AT GRADIENT CENTER 7:00PM SHUTTLES DEPART GRADIENT CENTER FOR HOTELS Thursday, October 26 7:30AM - 8:00AM CONTINENTAL BREAKFAST AT HOTELS 8:00AM 8:30AM - 8:40AM SHUTTLES DEPART HOTELS FOR GRADIENT CENTER WELCOME Brian Lucius, President, Gradient Life Brokerage ESTABLISHING A PROPER FOUNDATION 8:40AM - 9:00AM 9:00AM - 10:15AM 10:15AM - 10:30AM AUTOMATING YOUR PRACTICE WHAT MADE ME DECIDE TO GET MY SERIES 65/PROSPECTING AS AN ADVISOR BREAK STEP 1: PROSPECTING 10:30AM - 11:15AM 11:15AM - 11:30AM LEAD GENERATION PREP Seminar mailer Seminar registration and RSVP Yearlong campaign Social media SEMINAR PRESENTING AS AN ADVISOR SOCIAL SECURITY :30AM - 12:00PM WHAT YOU NEED TO KNOW ABOUT SOCIAL SECURITY Judah Day, President, Day Financial Group, LLC New opportunities for Social Security marketing The scope of the market matters Learn how we got here and where Social Security is going Understand the basic formulas to successful Social Security maximization planning

5 ITINERARY Thursday, October 26 (cont.) 12:00PM - 12:30PM LUNCH STEP 2: FACT AND FEELING FINDING 12:30PM - 1:00PM 1:00PM - 1:30PM SEAMLESS DATA COLLECTION BEFORE AND AFTER SEMINAR Color of Money Risk Analysis walk through New Generation fact and feeling finding Strategy assessments New Generation consumer brochure AMERICAN EQUITY (EVENT SPONSOR) Wade Eldridge, Regional Vice President, American Equity Whitney Gramlich, Field Marketing Specialist, American Equity STEP 3: PLANNING 1:30PM - 2:00PM 2:00PM - 2:30PM PRESENTING REPORTS AND POINT-OF-SALE PRESENTATION Case Central Color of Money Risk Analysis and Color of Money report Social Security report Compass report BREAK AND TOUR OF GRADIENT 2:30PM - 3:00PM 3:00PM - 4:15PM 4:15PM - 4:30PM ASSET MANAGEMENT Portfolio Analysis Asset Map Point of sale techniques and take home HOW I CONDUCT MY APPOINTMENTS AND SALES CHOOSE YOUR PATH: IAR VS. RIA SOCIAL SECURITY ADVANCED 4:30PM - 5:00PM 5:00PM - 5:15PM 5:15PM - 7:00PM MAXIMIZING SOCIAL SECURITY AND UNDERSTANDING THE NEW RULES Judah Day, President, Day Financial Group, LLC Advanced Social Security planning post-bipartisan Budget Act Viable strategies for Social Security planning How to succeed when others fail WRAP-UP AND LESSONS LEARNED COCKTAIL RECEPTION AND DINNER AT GRADIENT CENTER 7:00PM SHUTTLES DEPART GRADIENT CENTER FOR HOTELS

6 ITINERARY Friday, October 27 7:30AM - 8:00AM 8:00AM CONTINENTAL BREAKFAST AT HOTELS SHUTTLES DEPART HOTELS FOR GRADIENT CENTER SOCIAL SECURITY ADVANCED (CONT.) 8:30AM - 9:10AM MAXIMIZING SOCIAL SECURITY AND UNDERSTANDING THE NEW RULES Judah Day, President, Day Financial Group, LLC Advanced Social Security planning post-bipartisan Budget Act Viable strategies for Social Security planning How to succeed when others fail STEP 4: SOLUTIONS AND EXECUTING 9:10AM - 9:40AM 9:40AM - 10:25AM 10:25AM - 10:40AM MOVING TOWARD A DEPARTMENT OF LABOR FIDUCIARY WORLD Finalize New Generation Planning reports Third-party product engine Product brochure, specs, illustrations Laser App and Firelight RFID Data Blocker cards showcase and deliver STEP-BY-STEP CLIENT APPRECIATION AND ANNUAL REVIEWS BREAK STEP 5: ONGOING RELATIONSHIP 10:40AM - 11:00AM CLIENT RELATIONS AND RETENTION Generational Vault ByAllAccounts Wealth Watch Maximizing client retention MOVING FORWARD 11:00AM - 11:30AM 11:30AM - 12:00PM 12:00PM 12:30PM $8,000 COMMISSION JUMP START Brian Lucius, President, Gradient Life Brokerage Rainy Day sales system New solution for liquid assets WRAP-UP AND Q&A BOXED LUNCH SHUTTLES DEPART FOR MINNEAPOLIS AIRPORT (MSP)