Minneapolis, MN May 9-11, 2018

Transcription

1 Minneapolis, MN May 9-11, 2018 Gradient Financial Group is not affiliated with or endorsed by the Social Security Administration, Department of Labor, or any other government agency. The content of the brochure is for informational purposes only and should not be used to make any financial decisions. For financial services professional 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 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. You will gain business-changing insight as top producer John Pawlowski discusses his success using the New Generation system. He will show you how he navigates through the system 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 Retirement system can help you take your personal production to new heights, regardless of the regulatory environment. Let us show you how to personalize the essential tools of the system including the Color of Money Risk Analysis landing page, seminar materials, consumer brochures, appointment pieces and more. Additionally, you will gain a greater understanding of how tax strategies can benefit your clients and propel your prospecting. You ll also learn key aspects of the Tax Cuts and Jobs Act of 2017 to better understand how the tax reform changes may impact your clients, and get an overview of the Found Money: Tax Reform Seminar. 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 expertise on to navigate and maximize benefits available through government programs and systems. He will share his insight and show you how Social Security and tax reform - to name a few - 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 the New Generation Retirement system and Found Money: Tax Reform System. Gradient Annuity Brokerage is not affiliated with or endorsed by the Social Security Administration or any other government agency.

3

4 ITINERARY Wednesday, May 9 5:15PM 5:30PM - 7:00PM 7:00PM SHUTTLES DEPART HOTELS FOR GRADIENT CENTER COCKTAIL RECEPTION AND NEW GENERATION OVERVIEW VIDEO AT GRADIENT CENTER SHUTTLES DEPART GRADIENT CENTER FOR HOTELS Thursday, May 10 7:30AM - 8:00AM 8:00AM 8:30AM - 9:40AM 9:40AM - 9:50AM CONTINENTAL BREAKFAST AT HOTELS SHUTTLES DEPART HOTELS FOR GRADIENT CENTER NEW GENERATION 2.0 SEMINAR: LIVE EXPERIENCE BEING TREATED LIKE A PROSPECT Judah Day, President, Day Financial Group, LLC presents Gradient s flagship seminar New Generation 2.0 WELCOME TO GRADIENT FINANCIAL GROUP, LLC Chad Roesler, President, Gradient Annuity Brokerage STEP 1: PROSPECTING 9:50AM - 10:10AM LEAD GENERATION Seminars Social media SplashBot LeadXpress Financially Tuned TV, radio and book STEP 2: FACT AND FEELING FINDING 10:10AM - 10:30AM 10:30AM - 10:45AM SEAMLESS DATA COLLECTION Scott Bond, KonnexMe Manager, Sales and Coaching, KonnexMe, LLC Color of Money Risk Analysis (COMRA) Strategy Assessment New Generation Fact and Feeling Finder BREAK (THEME: SOCIAL MEDIA) 10:45AM - 11:30AM JOHN'S FACT AND FEELING FINDING TIPS AND WHY HE CHOSE THE SERIES 65 John Pawlowski, Founder and Senior Advisor of Norseman Advisory Group, Inc. 11:30AM - 12:00PM 12:00PM - 12:45PM 12:45PM - 1:20PM CHOOSE YOUR PATH: IAR VS. RIA Mike Jechorek, Vice President of Marketing, Gradient Advisors, LLC LUNCH AMERICAN EQUITY (EVENT SPONSOR) Wade Eldridge, Regional Vice President, American Equity

5 ITINERARY Thursday, May 10 (cont.) 1:20PM - 2:30PM BREAK OUT SESSION: DRILL DOWN SUCCESSFUL TECHNIQUES AND REFERRALS STEP 3: STRATEGY 2:30PM - 3:00PM 3:00PM - 3:30PM PRESENTING REPORTS AND POINT-OF-SALE PRESENTATION David Johnson, Manager, Case Central Case Central and Report Builder Color of Money Risk Analysis and Color of Money report Social Security Maximization report Retirement Compass report BREAK AND TOUR OF GRADIENT (THEME: RADIO) 3:30PM - 4:00PM 4:00PM - 4:30PM ASSET MANAGEMENT Jonathan VanOrden, Senior Vice President of Marketing, Gradient Investments, LLC Portfolio analysis Asset Map Point-of-sale techniques and take home JOHN'S FAVORITE REPORTS AND POINT-OF-SALE TECHNIQUES STEP 4: SOLUTIONS AND EXECUTING 4:30PM - 5:00PM 5:00PM - 5:15PM OFFERING SOLUTIONS USING FORWARD-THINKING TECHNOLOGY New Generation Retirement reports presentation Products, brochures, specs and illustrations Laser App Firelight Business Central WRAP-UP AND LESSONS LEARNED 5:15PM - 7:00PM COCKTAIL RECEPTION AND DINNER AT GRADIENT CENTER 7:00PM SHUTTLES DEPART GRADIENT CENTER FOR HOTELS

6 ITINERARY Friday, May 11 7:30AM - 8:00AM 8:00AM 8:30AM - 9:00AM CONTINENTAL BREAKFAST AT HOTELS SHUTTLES DEPART HOTELS FOR GRADIENT CENTER STEP 5: ONGOING RELATIONSHIP CLIENT RELATIONS AND RETENTION Brad Hesselberg, Vice President of Marketing, Gradient Securities, LLC Generational Vault ByAllAccounts Wealth Watch Maximizing client retention 9:00AM - 9:15AM 9:15AM - 10:15AM 10:15AM - 11:00AM BREAK (THEME: GRADIENT INVESTMENTS, LLC) FOUND MONEY: TAX REFORM LIVE SEMINAR Judah Day, President, Day Financial Group, LLC NEW TAX REFORM LAWS AND HOW YOU AND YOUR PRACTICE CAN BENEFIT Judah Day, President, Day Financial Group, LLC Review the key aspects of Tax Cuts and Jobs Act of 2017 Understand the topics that will have the greatest impact on your clients Learn strategies so your clients know why taxes are so important to retirement MOVING FORWARD 11:00AM - 11:40AM 11:40AM - 12:00PM 12:00PM 12:30PM $8,000 COMMISSION JUMP-START Rainy Day sales system New solution for liquid assets CLOSING REMARKS BOXED LUNCH SHUTTLES DEPART FOR MINNEAPOLIS AIRPORT (MSP)