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Nothing succeeds like success! All the academic classrooms, the detailed textbooks, magazine articles, self-help books and association meetings pale in comparison with the derived benefits of networking with your financial peers. They have survived and prospered because they do several things right – or maybe they have developed the solution for simply doing them better.
Do you often hear other successful producers say “I learned how to do that from a textbook?” No! What you are far more likely to hear is, “I learned how to do this from ____ and then I modified it just a bit for my community or my market.”
Learning from your own mistakes is very expensive. It is time consuming and demoralizing. In periods of economic stress you cannot afford to experiment! Why do so when you can adopt and adapt the solutions of successful practitioners? This is not the same thing as sitting in an audience with a thousand other advisors and trying to single out the nugget of success from a PowerPoint presentation that has been watered down to satisfy the compliance watchdogs.
So, don’t spend an hour in the distant chairs listening to a formal presentation – when you can spend a full week rubbing shoulders with industry leaders. The CE @ Sea financial services event offers powerful speakers, but the non-presenters have just as much to contribute to each other. What counts is that you will get the undiluted experience, and the frank advice of what not to do.
When you are learning directly from the masters you can ask private questions about how you can adapt their success techniques. That critical piece of information might be acquired in a coffee break, over a diner table, or while wandering the streets of Ketchikan Alaska. CE @ Sea offers you:
Personal Interaction with leaders
Exposure to great presentations
Persons with diverse backgrounds
Familiarity with success techniques
An opportunity for personal reflection
Furthermore, you will a contribution from the federal government in the form of a tax deduction for your business education. Think of it as your receiving a bit of the government stimulus plan. You are entitled, aren’t you?
Featured Presenters
Dr. Rosilyn H. Overton, LTCP, CRPS, CFP®, RFC® -- Retirement Income Planning: Generating an Endless Stream of Income - Boomer clients, likely to live into their 90s, seek instant self-gratification and need a never-ending stream of income.
Steve M. Dabbs, RFC® -- Unlimited Referrals with the VA Improved Pension - The VA Aid & Attendance
Program can provide up to $23,388 of tax-free income for a Veteran and $12,672 for the surviving spouse. Learn to use the program to grow your practiceBill Nelson- Net Perspective Planning – acquire more clients by emphasizing the after-tax implications of planning moves.
Dr. J. T. “Dock” Houk, JD -- The Charitable Market: Profitable and Easy to Tap - TV, Radio and Internet are bringing the world’s problems closer to home. “Making the world a better place” can catalyze human effort.
Ed Morrow --Closing Fee-Based Plans – presenting your services to corporations, business owners and high net worth families.
Mark Patterson -- Create Your Brand – how to appear as the ultimate professional advisor in your desired market
Ralph Liew, RFC® -- Offshore Medical Treatment
for Your Clients - Medical treatments in the Philippines cost less than in North America. From annual check-ups to elective and urgent surgeries, Medical Tourism solutions for you and your clients.
Frances Scott -- Are You Mumbling with your
Marketing Money? - If digging into your database is too overwhelming or too time consuming, then have someone do it for you. Mumbling with your marketing money is too critical to ignore.
Ashton Root -- PixelGigs, the all-in-one SMART
software suite! - The cutting edge application that anyone with a computer can use to make their lives easier while saving time and money.
Jack B. Root -- Presenting the Financial Plan - Jack will share his “Interview” methods, which thousands of financial professionals credit as the number one reason for their success.
Dominique G. H. Vercaemert, RFC® -- My New World/Values Based Financial Planning - Helping people make smart choices about their money so they can accomplish their goals for the reasons that are most important to them.
Make Your Vacation Pay
Financial advisors are often reluctant to take much needed time away from their practice, especially in troubled times. But you need the time to refuel your mental energies, and you can do so on the CE @ Sea cruise conference. It is inexpensive, stimulating and exciting! Join us on our excursion from beautiful Vancouver to exciting Alaska!
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