Sunday March 10, 2019
10:00am - 4:00pm
MAS Brain Trust
Harbor, 2nd Floor
Harbor, 2nd Floor
12:00pm - 6:00pm
Registration + Hospitality Desk
Ground Level Entry
Ground Level Entry
6:00pm - 8:00pm
MAS Welcome Reception @ InterContinental
Vistal PD + Terrace, 3rd Floor
Vistal PD + Terrace, 3rd Floor
Welcome to San Diego! We look forward to spending time with you on the patio of Vistal’s Private Dining Space. Nothing beats great company, food, and drinks with a view!
Monday March 11, 2019
7:30am - 4:45pm
MAS Training Day
Pacific Ballroom C/D, 2nd Floor
Pacific Ballroom C/D, 2nd Floor
7:30am - 8:30am
Breakfast
Bayview, 2nd Floor
Bayview, 2nd Floor
8:30am - 4:45pm
General Session
Pacific Ballroom C/D, 2nd Floor
Pacific Ballroom C/D, 2nd Floor
8:30am - 8:45am
Welcome & Opening Remarks
Marty McNees President with Jennifer Schendel AMS President & CEO
Marty McNees President with Jennifer Schendel AMS President & CEO
8:45am - 9:15am
Madison Company Update
Marty McNees President
Marty McNees President
9:15am - 10:05am
Annual Compliance Meeting
Gail Jensen CCO with Madison Compliance Team
Gail Jensen CCO with Madison Compliance Team
10:05am - 10:30am
Cybersecurity Training
Casey Cotton Chief Technology Officer
Casey Cotton Chief Technology Officer
10:30am - 11:00am
Break
Pacific C/D Foyer, 2nd Floor
Pacific C/D Foyer, 2nd Floor
11:00am - 12:00pm
The Holy Grail: Power in an Age of Fee Compression
Bob Seawright Chief Investment Officer
Bob Seawright Chief Investment Officer
12:00pm - 1:00pm
Lunch
Bayview, 2nd Floor
Bayview, 2nd Floor
1:00pm - 1:10pm
Afternoon Introduction
Marty McNees
Marty McNees
1:10pm - 2:10pm
Delivering an Exceptional Client Review
Jen Gloss VP, Practice Management Consultant, AssetMark
Jen Gloss VP, Practice Management Consultant, AssetMark
2:10pm - 3:00pm
Client Reviews: What’s Working?
Moderators:Jen Gloss & Bob Seawright with Madison Advisors: Kelli Gabriel & Jim Noack
Moderators:Jen Gloss & Bob Seawright with Madison Advisors: Kelli Gabriel & Jim Noack
3:00pm - 3:30pm
Break
Pacific C/D Foyer, 2nd Floor
Pacific C/D Foyer, 2nd Floor
3:00pm - 4:30pm
The Right (and Wrong) Way to Create an Advisor Value Proposition
Steve Berglund VP Practice Management, Pershing
Steve Berglund VP Practice Management, Pershing
4:30pm - 4:45pm
Closing Remarks
Marty McNees & Josh VerHoeve
Marty McNees & Josh VerHoeve
5:45pm - 9:30pm
Asset Kick-Off Party
@Broadway Pier, Casino Cruise
@Broadway Pier, Casino Cruise
It’ll be a night to remember, as we turn one of San Diego’s finest yachts into a casino, while we cruise the bay.
Board the California Spirit from the Broadway Pier @ 6:00pm
Board the California Spirit from the Broadway Pier @ 6:00pm
Tuesday March 12, 2019
7:30am - 8:30am
Breakfast
Bayview Terrace, 2nd Floor
Bayview Terrace, 2nd Floor
8:30am - 5:00pm
General Session
Pacific Ballroom C/D, 2nd Floor
Pacific Ballroom C/D, 2nd Floor
8:30am - 8:40am
Welcome
Jennifer Schendel, AMS President & CEO
Jennifer Schendel, AMS President & CEO
8:40am - 8:45am
Event Overview
Sam Payne, VP, Business Consultant
Sam Payne, VP, Business Consultant
8:45am - 10:15am
How to Stand Out and Own the Room every Time You Speak
Deirdre Van Nest, Keynote Speaker
Deirdre Van Nest, Keynote Speaker
10:15am - 10:45am
Break
Pacific C/D Foyer, 2nd Floor
Pacific C/D Foyer, 2nd Floor
10:45am - 12:15pm
How Even the Best Can Get Better
Dee Costa, Sr. VP, Business Consultant
Dee Costa, Sr. VP, Business Consultant
12:15pm - 12:30pm
How to Grow Your Practice Through White Glove’s Triple Guaranteed Seminar Program
Missy Aris, Senior Account Executive, White Glove Workshops
Missy Aris, Senior Account Executive, White Glove Workshops
12:30pm - 1:30pm
Lunch
Bayview Terrace, 2nd Floor
Bayview Terrace, 2nd Floor
1:30pm - 2:20pm
Breakout: Session 1
Income Planning Tools & Kai-Zen Marketing Opportunities
Pacific A
Rayna Beaty, Dee Costa, & Lexie Giusti
Pacific A
Rayna Beaty, Dee Costa, & Lexie Giusti
Creating Sales Opportunities through Annuity Product Niches
Harbor
Kurt Metcalfe
Harbor
Kurt Metcalfe
Exclusive Asset Offering — Estate Docs Pro
Pacific B
Bruce Beaty, John Gardner, and Mike Conroy
Pacific B
Bruce Beaty, John Gardner, and Mike Conroy
2:20pm - 2:30pm
Passing
2:30pm - 3:20pm
Breakout: Session 2
Income Planning Tools & Kai-Zen Marketing Opportunities
Pacific A
Rayna Beaty, Dee Costa, Lexie Giusti, & Travis Fratini
Pacific A
Rayna Beaty, Dee Costa, Lexie Giusti, & Travis Fratini
Creating Sales Opportunities through Annuity Product Niches
Harbor
Kurt Metcalfe
Harbor
Kurt Metcalfe
Life Sales Opportunities with New Asset Tools
Pacific B
Josh VerHoeve
Pacific B
Josh VerHoeve
3:20pm - 3:30pm
Passing
3:30pm - 4:20pm
Breakout: Session 3
Exclusive Asset Offering Estate Docs Pro
Pacific A
Bruce Beaty, John Gardner, & Mike Conroy
Pacific A
Bruce Beaty, John Gardner, & Mike Conroy
Creating Sales Opportunities through Annuity Product Niches
Harbor
Kurt Metcalfe
Harbor
Kurt Metcalfe
Life Sales Opportunities with New Asset Tools
Pacific B
Josh VerHoeve
Pacific B
Josh VerHoeve
4:20pm - 4:30pm
Passing
4:30pm - 5:00pm
Recap & Housekeeping
6:15pm - 9:30pm
Fiesta
@Puesto (Transportation departs at 6:15PM - Event starts at 6:30pm)
@Puesto (Transportation departs at 6:15PM - Event starts at 6:30pm)
You can’t leave San Diego without having some of the best Tacos out here! Our transportation this evening will be a little unorthodox – but a lot of fun!
Transportation departs at 6:15 PM
Transportation departs at 6:15 PM
Wednesday March 13, 2019
7:30am - 8:30am
Breakfast
Bayview, 2nd Floor
Bayview, 2nd Floor
8:30am - 4:10pm
General Session
Pacific Ballroom C/D, 2nd Floor
Pacific Ballroom C/D, 2nd Floor
8:30am - 9:45am
Low-Cost Marketing that Generates High Quality Clients
Your Marketing Consultants, Lexie Giusti, Jessica Stallings, & Sheeva Izadi with Asset Advisors: and Bill Danner, Gabe Resensez, Lisa Green, Esa Jokela
Your Marketing Consultants, Lexie Giusti, Jessica Stallings, & Sheeva Izadi with Asset Advisors: and Bill Danner, Gabe Resensez, Lisa Green, Esa Jokela
9:45am - 10:15am
Break
Pacific C/D Foyer, 2nd Floor
Pacific C/D Foyer, 2nd Floor
10:15am - 11:30am
The Art of Connection
Ty Bennet, Keynote Speaker
Ty Bennet, Keynote Speaker
11:30am - 12:30pm
Lunch
Bayview Terrace, 2nd Floor
Bayview Terrace, 2nd Floor
12:30pm - 1:00pm
Objections, You Gotta Love Em
Asset Advisors: Marty Willenborg & George Arocha, & Dee Costa, Sr. VP, Business Consultant
Asset Advisors: Marty Willenborg & George Arocha, & Dee Costa, Sr. VP, Business Consultant
1:00pm - 1:30pm
Creating That WOW Experience
Steve Koch, Thomas Davis, Asset Advisors
Steve Koch, Thomas Davis, Asset Advisors
1:30pm - 2:00pm
Using Humor & Analogies to Highlight the Need
Joe Duffey, Asset Advisor
Joe Duffey, Asset Advisor
2:00pm - 2:30pm
Break
Pacific C/D Foyer, 2nd Floor
Pacific C/D Foyer, 2nd Floor
2:30pm - 3:00pm
Simplicity Sells
Chad Bughi, Asset Advisor
Chad Bughi, Asset Advisor
3:00pm - 3:30pm
Making the Sale is Easy if You Have the Right Combination
Marty Willenborg & George Arocha, Asset Advisors
Marty Willenborg & George Arocha, Asset Advisors
3:30pm - 4:00pm
Keeping the Connection
Bruce Beaty, VP, Business Consultant & John Gardner, Asset Advisor
Bruce Beaty, VP, Business Consultant & John Gardner, Asset Advisor
4:00pm - 4:10pm
Closing Remarks
Jennifer Schendel & Josh Ver Hoeve, VP, Annuity & Life Distribution
Jennifer Schendel & Josh Ver Hoeve, VP, Annuity & Life Distribution
4:30pm - 6:15pm
Asset PAB
Executive Boardroom, 2nd Floor
Executive Boardroom, 2nd Floor
6:00pm - 10:00pm
Off-Site Mixer @ Punch Bowl Social
Transportation departs at 6:00pm, event starts at 6:30pm
Transportation departs at 6:00pm, event starts at 6:30pm
Our final night out will be a blast at this famous renovated boxing marquee. Tonight everyone wins - as we enjoy friends, food, and games in true Cali style!
Transportation departs at 6:00pm
Transportation departs at 6:00pm
Thursday March 14, 2019
8:00am - 1:00pm
Post-Event Meetings
Dee's Study Group
Balboa A/B, 4th Floor
Balboa A/B, 4th Floor
Sam's Study Group
Hospitality A, 4th Floor
Hospitality A, 4th Floor
Bruce's Study Group
Balboa A/B, 4th Floor
Balboa A/B, 4th Floor
A working breakfast & lunch will be provided to those attending Study Groups
Keynote Speakers
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DEIRDRE VAN NEST
Deirdre Van Nest is the undisputed, go-to expert in the insurance and financial services industry on the topic of speaking! She created the Crazy Good Talks™ Blueprint, a system that teaches financial professionals how to build their brands and bring in business through the power of speaking.
TY BENNETT
Ty is the founder of Leadership Inc., a speaking and training company with a mission to empower individuals and organizations to challenge their status quo, cultivate exceptional relationships, and compete in extraordinary ways. He’s changing lives– one leader at a time.
Dierdre Van Nest
Director, ABC
Director, ABC
She is the host of Crazy Good Talks TV for advisors, agents, and experts and is often called upon for interviews on radio and TV talk shows. Deirdre is an Italian/Irish New Yorker living in Minneapolis where she tries hard not to scare people with her loud voice and enthusiastic hand gestures. Deirdre is an international speaker and trainer, a Certified World Class Speaking™ Coach, a Certified Fearless Living Coach, a contributing author of the Amazon bestseller World Class Speaking™ in Action and author of Fire Your Fear™.
Ty Bennett
Director, ABC
Director, ABC
- At 21, Ty and his brother built a direct sales business to over $20 million in annual revenues.
- He developed a system and organization that would help over 500 leaders fine-tune their sales and leadership skills in over 37 countries.
- He was featured as one of the Top 40 Under 40.
- He was dubbed one of the 10 Coolest Entrepreneurs in Utah.
- He’s the author of three best-selling books.
- He has travelled the world speaking to tens of thousands of audience members while transforming the lives, careers, and business practices of leaders from some of the most recognizable brands in the world such as: Coca-Cola, Subway, Blue Cross Blue Shield and RE/MAX.
- Ty’s best-selling books – Partnership is the New Leadership, The Power of Influence: Increase Your Income and Personal Impact and The Power of Storytelling: The Art of Influential Communication– are used in graduate courses at multiple universities including MIT, as today’s version of “How to Win Friends and Influence People.”
- He’s one of the youngest speakers ever to receive the CSP Designation from the National Association of Speakers – an honor less than 5% of the world’s speakers earn.
- He’s a husband and a father and he’s PASSIONATE about helping leaders cultivate the relevance and influence they need to challenge old ways and open new doors.
Contact
Address
Asset Marketing Systems
15050 Avenue of Science
Suite 100
San Diego, CA 92121
Phone
Asset Marketing Systems
(888) 303-8755
Asset Marketing Systems
events@assetismarketing.com