Event: Don't Miss This Free Event!
Light A Fire Under Your Business & Change The Financial Landscape of Your Future
October 29, 2014
Edina Country Club, Minnesota
9:00 AM – 3:00 PM
Differentiate your practice from the competition by implementing a proven turn-key process.
Learn to optimize your practice, prioritize opportunities, and take your business to the next level. We have helped many of the industry’s top advisors to drive sustainable, incremental results.
Turn-Key Solutions
- Proprietary Practice Management Model
- Proprietary Business Development Model
- Access to Alternative Distribution Channels
- The CSP Volume-Rate Philosophy
Meeting Agenda
9:00 AM – Welcome
9:30 AM – New Business Development Overview
11:00 AM – Alternative Distribution Channels
12:00 noon – Lunch
1:00 PM – Practice Management Overview
2:00 PM – Overview of CPS Insurance Services & Capital Synergy Partners
3:00 PM – Cocktails
Key Attendees
Our world-class meeting facilitators will cover the opportunities and solutions that will be available to you.
Jon Kubler
Founder
Dynastic Partners
In 1995 Dynastic Partners was founded and after 19 years continues cutting edge planning for high net worth ($10,000,000 or greater) clients only. Dynastic Partners has created a turn-key business development and client management process that leverages ‘positive breakout’ and advanced technology that you can tap into. He will share the tools and processes his team uses to land more clients, drive deeper relationships and grow revenue.
G.A. Bartick
President/CEO
R3 Consultants
Bestselling author of Silver Bullet Selling, G.A. uses his experience, knowledge, enthusiasm and personal style to connect with his audience and has inspired improved performance for Fortune 50 companies worldwide. He has served as president of two global training organizations, implementing consultative sales and customer service programs for clients such as: Morgan Stanley, Merrill Lynch, MetLife, Google, Comcast, and Expedia.com.
Bill Elliott
President
Wealthmetrics
Bill has been in the Financial Services business since 1988. He began his career at New York Life as an agent, eventually focusing on new business opportunities, mergers and acquisitions. Working in the Financial Services space for a number of years at McKinsey & Company gave him a great appreciation for the strengths and weaknesses of distribution models. In 2001, Bill moved to American Express Financial Advisors where he ran the Financial Planning and Advisory businesses. In 2007, he left the corporate environment to pursue opportunities in distribution. Wealthmetrics is one of the outcomes, specializing in creating powerful, proven options in the CPA space.
Bill Rapp
President, Chief Executive Officer and Chief Compliance Officer
Capital Synergy Partners
Bill is a Registered Investment Advisor and holds his series 6, 63, 7, 24, 51 (529 plans principal), 53 (municipal securities principal), 79, and 99 Securities Registrations. Bill has worked with high net worth individuals and closely held businesses since 1980 and has a proven track record of leadership in the Securities and Life Insurance industries.