This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM
Kevin Nichols Chief Operating Officer, Oechsli
In this session, we’ll cover how to:
Kevin is the COO at Oechsli and the author of The Indispensable LinkedIn Sales Guide for Financial Advisors. He’s been a social media columnist for WealthManagement.com for over 10 years and running. He’s also the co-host of the popular podcast, The Stephen and Kevin Show.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM
Ian Freeman
This session will offer language, marketing thoughts, and ideas for a variety of scenarios so that life insurance becomes an integral part of your planning with clients. Content will include specifics on the difference between permanent and term life insurance (and how to describe them), disability and long term care sales tips, and retirement planning concepts to engage and interest your people to take action.
You will leave this session motivated, energized and inspired with a greater conviction and belief for the value of this unique asset and how you will impact your clients’ lives and communities!
After graduating from Wesleyan University in 1980 with an interdisciplinary major in government, history, economics, and philosophy, Ian became a banker and investment banker before joining the Northwestern Mutual in October of 1987.
Starting with a $5,000 loan from his uncle, heavy debt, and major anxiety, Ian went nearly 4 months in the business without writing a policy. By the end of that first year he was the leading first year agent in the Eastern region. Ian followed that by being the leading second and third year agent in Eastern region, one of the few representatives ever to lead all three years.
In his 33 year career Ian has written over 4,000 lives and over $1.7 billion in death benefits. As a measure of consistency, 100 lives written in a year is a benchmark, and Ian has done that every year except one (he wrote 98.5 – still a sore spot!) He ranks in the top 40 in career production in the 163 year history of Northwestern Mutual and is a life and qualifying member of the Million Dollar Round Table, consistently qualifying for Court of The Table or Top of the Table honors. Ian is most proud that he is one of only 19 representatives out of 6,500 that have qualified for the Northwestern Forum, the highest level of achievement at that company, every year since its inception. In addition, he is one of only 7 representatives that has qualified for both Forum and the Lives Leader Summit (100 lives and a premium threshold) every year.
Ian holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and Accredited Estate Planner (AEP) designations, and is a member of NAIFA and AALU (and a former board member).
Ian considers himself to be an old fashioned, traditional representative working primarily in the personal and estate markets. His passion and commitment to his clients are the driving forces in his practice and carry through to his team of three dedicated associates. For the past 20 years, Ian has given back a significant portion of his time mentoring other representatives, too many to mention, as well as being heavily involved in the multi-cultural markets long before the current focus.
In his "spare time", Ian has been president of the Financial Representative Association - less than 80 representatives in the company’s history have held this honor, and still serves on multiple committees. He regularly gives dynamic main platform presentations throughout the U.S. to help explain the basics of insurance. He is active in several charitable organizations in Florida, Connecticut, and New York.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, RD/DD, Assistants, HO
Matt Johnson President, On Target Living
Smash limiting beliefs and supercharge your life with a dynamic 45-minute experience. Leverage the three critical On Target Living Principles to start building a performance lifestyle. Matt Johnson’s high energy, humorous, and interactive style will engage and motivate your audience and leave them wanting to know more about what does “Feeling your BEST”, feel like? A poor food environment, coupled with the demanding pace of modern-day life, continues to a downward spiral of health. In the Power Of Feeling Your Best, Matt offers focused strategies to achieve positive results. Exercise, healthier eating habits, and a good night’s rest all contribute to higher performance. Let Matt share practical tools that will guide you to take immediate action, while inspiring everyone to reach for higher levels of energy, fitness, and overall performance.
Matt Johnson is an internationally recognized expert in expanding human capacity. He helps organizations and individuals boost performance, achieve more with less, and drive engagement using his proven, science-based method.
Matt serves as the President of On Target Living, a 15-year old organization dedicated to expanding human capacity and unlocking potential. He is the co-author of the groundbreaking book Capacity (Wiley, 2017), which sets the new standard for organizational performance.
Leaders at Raymond James, AT&T, Nationwide, Costco, Bridgestone, UBS, the National Guard, Michigan State Police and dozens of other top-performing organizations rely on Matt’s systematic approach to boosting performance and expanding capacity. On a mission to help 10 million people expand capacity to achieve more both personally and professionally, Matt’s thought-leadership is setting the new benchmark for what is possible.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, RD/DD, Assistants, HO
Dane Jensen CEO, Third Factor
When faced with difficult times, people in organizations often rally together to overcome their challenges. As time drags on, however, maintaining engagement and motivation becomes challenging for leaders.
In this 45 minute session, leaders will learn practical techniques to keep people motivated through the troughs.
Participants are introduced to:
Dane Jensen is the CEO of Third Factor, an acclaimed speaker, an instructor at Queen’s University and the University of North Carolina, a regular contributor to Harvard Business Review, and the author of The Power of Pressure (HarperCollins).
Dane oversees Third Factor’s delivery of leadership development programs to leading firms across North America including SAP, RBC, Uber, Twitter, the USGA, and others.
He teaches in the Full-Time and Executive MBAs at Queen’s Smith School of Business in Canada and is Affiliate Faculty with UNC Executive Development at the Kenan-Flagler Business School in Chapel Hill.
In addition to his corporate work, Dane works extensively with athletes, coaches, leaders and Boards across Canada’s Olympic and Paralympic sport system to enhance National competitiveness.
He has worked as an advisor to Senior Executives in 23 countries on 5 continents and is a regular contributor to Harvard Business Review.
Dane’s first book, The Power of Pressure, will be published by Harper Collins in Summer 2021.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, RD/DD
Sarano Kelley
In this presentation, you’ll learn the step-by-step process for finding influential COIs and developing productive and profitable relationships with them in just 90 Days. These proven techniques, include:
Centers of Influence (COIs) are professionals who are well established in the community, and understand the value of networking with other professionals from a variety of occupations, and with diverse expertise and experience. They are influential socially, politically and/or economically, and they are knowledgeable about the growth and transitions that are occurring within the community, in the lives of other COIs and the changes/challenges their clients.
Sarano grew up in a gang-infested neighborhood, yet , he entered Vassar College at age 16. By age 23, he was working on Wall Street earning over $400,000 a year in the early 80’s as a financial professional at Lehman Brothers.
A million-dollar producer before he was 30 years old, Sarano went on to become a renowned Fortune 500 communication skills trainer. With offices on Park Ave in New York City, he was the Number #1 trainer for the nation’s oldest and largest communications training company.
At the launch of his own business, now known nationally and internationally as The Kelley Group, he appeared on “Good Morning America” and many other television shows where his landmark book “The Game: Win Your Life in 90 Days” was featured. That book now defines the field of personal performance coaching. Since then, Sarano has had several television shows made about the incredible results produced by his widely recognized coaching process called the “90 Day Game.”
Sarano went on to become the Number #1 rated speaker in the financial services industry by the Securities Industry Association at the Wharton School of Business, and he was a media skills coach to the White House.
As founder of the not-for-profit “Stand Up 4 Financial Literacy” campaign, he was invited to ring the opening bell at the New York Stock Exchange to kick off financial literacy month. In 2020, a documentary was produced about Sarano’s work as a global business crisis communications trainer for CNN, CNBC, FOXBusiness and PBS.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, Assistants, RD/DD
Amy Florian CEO, Corgenius
Life was disrupted in ways we never could have imagined as we entered 2020. In times of crisis, your clients look to you for understanding, support, and answers. You need more than financial smarts! You need education to understand your clients’ emotional experience and skills for how to communicate effectively through crisis and loss. You also need to know how to help yourself and others cope with the pervasive stress and uncertainty. This session addresses precisely those needs. Use these strategies for communicating and coping now and into the future, since they apply to all times of tragedy, crisis, loss, and grief.
In this session alone:
Coping and Communicating with Clients in Times of Crisis and Life Challenge may be eligible for CE credits externally. Visit https://corgenius.com/ceu for credit request.
NOTE: This is not managed through IGU or your internal account. Corgenius is only authorized to award CEUs from the following organizations, however, many providers recognize their courses for CEU credits if you self-submit; for this they can provide a Certificate of Completion.
Amy Florian, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life.
She is author of over 200 articles and two award-winning books, including “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She is the recipient of numerous awards for her ground-breaking work, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others.
Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and offices nationwide.
On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!
This session is open to all attendees. Content is designed to benefit the following audience groups:
Assistants, AL1-4, AL 4+
This webinar is designed for the staff/team members of the consultant, but it will have exponential benefits if the consultant AND staff listen to it together.
Erin Botsford Advisor, Author and Trainer, known as The Advisor Authority™
It would be an understatement to say an advisor’s success is largely determined by the people surrounding him/her. It is vitally important that an advisor has team members who are absolutely committed and EMPOWERED to impact the success of the business. In this presentation, Erin will discuss the exact steps team members can take to help catapult an advisor’s business growth.
Here’s what the advisor and his/her team members will learn:
Erin Botsford, CFP™ is a 30-year veteran of the profession. She was a Barron’s Top 100 advisor in all categories – Advisor, Independent and Women.
Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ and Spend the Day™ Mastermind programs.
Botsford donates half of the profits from her training courses to support orphans helped by the Ebenezer Foundation, an orphanage in Livingstone, Zambia.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, RD/DD
Kathleen Kennelly National Training Director, Institute for Preparing Heirs
The needs of your clients have changed as the greatest generational wealth transfer in history is underway. Families are looking for a trusted advisor to help them prepare their beneficiaries for a successful wealth transfer… beyond investment advice.
Ask yourself:
Built around 10 new business growth and retention opportunities, this presentation makes the case that today's trusted advisor become the Trusted Family Advisor®. Learn how to use new family meeting conversations, family checklists and practical tools to move the inheritance conversation from money matters to family matters—a proven pathway to building stronger client family relationships.
Attendees receive the Institute’s Family Conversation toolkit to introduce to HNW clients.
This presentation offers 1 CE credit with FP Canada. The Institute for Preparing Heirs administers this on behalf of attendee (Note: this is external and NOT administered through IGU, nor will it show up on your IGU transcript).
Kathleen is a dynamic, engaging and passionate speaker with 30 years of experience in the financial services industry, providing advisors with innovative ways to look at their businesses and client bases. As National Training Director, Kathleen brings a keen understanding of the new opportunities financial advisors have to differentiate and build their businesses by offering new generational wealth planning tools and resources to successful individuals and families as a Trusted Family Advisor®—one who prepares the entire family to thrive and prosper for generations.
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, RD/DD, Assistants, HO
This Session's Goals:
Félix-A. Boudreault
Félix is an engineer-MBA with 20 years of professional experience in energy, environmental policy, sustainable finance and ESG research. Félix started his professional career in Africa on development projects involving the financing and construction of bridges.
Later, he worked on environmental policies for the Government of Canada, namely as Director of International Climate Change Negotiation under the UNFCCC and as Chief of Staff to the Deputy Minister at Environment Canada.
From 2015 to 2018, Félix worked as a consultant for think tanks, private companies and international organizations such as the OECD and IFC and has authored several articles, op-eds, and book chapters on green growth, energy and environmental policies.
In 2018, Félix co-founded Sustainable Market Strategies, an independent ESG research firm.
Rosalie Vendette
Rosalie has nearly 20 years of experience in sustainable finance, both in retail and institutional investments. For 10 years, Rosalie was the spokesperson for responsible investment at Desjardins Group, coordinating the implementation of orientations towards ESG integration.
She is a key figure in the industry. She is an independent consultant, mentor, moderator, panelist, lecturer.
She is part of the climate experts network of the Canada Climate Law Initiative and is the convenor of the Marketing and Outreach task group of the Canadian Transition Finance Taxonomy initiative.
In addition to a Bachelor’s of Business Administration (Marketing) and a Master’s of Applied Ethics, Rosalie holds a Level 1 and Level 2 Fundamentals of Sustainability Accounting (FSA) certification and a Sustainable Investment Professional Certification (SIPC) from Concordia University.
The IG Apex Summit will offer up to 5* CE credit hours. Attendees will have to complete a quiz for each session they view in order to receive their CE Credits/ Professional Develop Units.
*subject to change, to be confirmed post-event
ED Track CE Credit InformationThis session is open to all attendees. Content is designed to benefit the following audience groups:
AL 4+, PWM, RD/DD
As we continue to grow our presence in the HNW market, your understanding of how to showcase your practice and financial planning expertise, along with IG’s comprehensive service offering for HNW clients, will be paramount for the growth of your practice. Come learn how to maximize this proven support offering.
Learning Objectives:
Christine Van Cauwenberghe Vice-President, Advanced Financial Planning
Ryan Jennings B.Comm, Executive Consultant, Division Director, Calgary Downtown
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, RD/DD, Assistants
With the adoption of the Client-Focused Reforms, it is important for you to take the right steps to prepare your practice today to be compliant in the future. This session will reinforce the key elements to position yourself for success and how to prepare for those important client discussions.
Learning Objectives:
Danielle Tetrault Vice-President, Compliance
Mike Jack Vice-President, Distribution Technologies
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, RD/DD, Assistants, HO
This session will provide an overview of the market opportunity across selected occupations that represent our target market of HNW clients who want and need financial advice. You will learn about the opportunities and complexities when dealing with business owners, including professionals and farmers, and explore best practices on gathering information for these groups.
Learning Objectives:
Anna Jochelson Director, Market Insight & Reporting
Blair Evans Director, Tax & Estate Planning
This session is open to all attendees. Content is designed to benefit the following audience groups:
AL1-4, AL 4+, PWM, RD/DD
There will be a large amount of wealth that will be transferred to younger generations over the next decade. This session will explore how Insurance will be a primary financial planning solution in this space and strategies you can put in place to ensure clients are well prepared.
Learning Objectives:
Mike Thomas Vice-President, Insurance Distribution
Ken Greenfield Director, Tax and Estate Planning
Questions? Please email the Apex Summit Mailbox.
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