Still in his early 30’s, Brandon Stuerke is already recognized as a visionary in the financial services industry. He’s been featured in several national publications, including: The Wall Street Journal, Life Insurance Selling, Senior Market Advisor, as well as NAIFA’s Advisor Today. The media loves Brandon because his story combines knowledge and success – without hype.
Brandon learned the financial services industry from the ground-up, spending his first five years in the industry with MetLife, learning the mechanics of the industry before venturing out to start his own firm Golden Financial Group in early 2006. After becoming frustrated with the lack of results of standard approaches to marketing, Brandon began pioneering truly innovative new approaches to marketing.
Jennifer Dawn is the owner of Jennifer Dawn Coaching. She is a Mastery Level Profit First Certified Coach and a Provendus Growth Academy Coach. She has built two multi-million dollar businesses, is a published author, and accomplished speaker.
Jennifer is dedicated to creating positive change in the lives of entrepreneurs globally. She uses heart centered and authentic principles to guide business owners in building financially solid companies which in turn support and nourish overall well-being.
Dan Cuprill, CFP is the creator of Advisor Architect, a nine step training program designed to help financial advisors across the country maximize their profitability through the effective use of systems. A million dollar fee based advisor himself, he is also the publisher of ProfitableAdvisor.com as well as a podcast by the same name.
A graduate of Northwestern University and the University of Iowa, Dan is also a CLU and ChFC. His firm, Matson & Cuprill, is located in Cincinnati, Ohio. For more information, visit AdvisorArchitect.com
Amy is Hootsuite’s global industry principal and author of the book The Social Advisor: Social Media Secrets of the Financial Industry, which has been featured as a best-seller on Amazon. She has appeared on FOX, CBS, ABC, and NBC as a social media expert, and delivers keynote presentations to financial service organizations around the world.
Jeff Rose is a certified financial planner and CEO of Alliance Wealth Management. He is a nine-year veteran of the Army National Guard, which included a 17-month deployment to Iraq to support Operation Iraqi Freedom.
He is the author of the best-selling book, “Soldier of Finance: Take Charge of Your Money and Invest in Your Future” and the founder of the award-winning blog GoodFinancialCents.com and LifeInsurancebyJeff.com.
CNBC nominated him to be a part of the Digital Financial Advisor Council and Financial Advisor Magazine pegged him as one the Top 10 Young Advisors to Watch. He currently contributes to Forbes, CNBC, Business Insider, Entrepreneur and Huffington Post.
Jeremiah is the author of the #1 Amazon Best Seller! SHIFT: 201 Instant-Action Proven Marketing Strategies To Sell MORE Insurance And Financial Products Now.
He is also an award-winning B2B/B2C digital marketing executive with proven track record of encouraging customers to buy products… and keep them coming back for more. Jeremiah is well versed in lead generation, demand generation, content development, B2B marketing, B2C Marketing, online marketing and analytics.
Mickey O’Neill is known in the retirement planning industry as the premier radio trainer and coach. After a successful career with the world’s largest radio group, he went independent, dedicating the next 15+ years to his work with top advisors. Several saw revenue increases of more than five times! Many of Mickey’s clients have been featured on the cover of Senior Market Advisor magazine. Three have been named Advisor of the Year.
Gina Pellegrini is the owner of Pellegrini Team Consulting; a Minneapolis based firm specializing in leadership training, staff development and practice management. Gina helps business teams streamline systems, increase productivity, strengthen accountability and improve communication. She has a unique ability to size up situations and bring people together. As a consultant, she approaches her work with an unwavering commitment to her clients and their success.
A professional with broad experience, Gina has worked in the financial services industry for 42 years. She was an administrative/marketing assistant for 17 years for a top financial producer in Chicago before starting her own consulting firm 25 years ago. She has been featured in several trade magazines and has spoken at the Court of the Table, MDRT, NAIFA, Ed Slott Master Elite, MetLife, Country Financial and various business venues across the country.
New York Times best-selling author and Shark Tank contestant Michael Levin runs BusinessGhost.com, America’s preeminent ghostwriting company. He is a columnist for Forbes, and the Huffington Post, and has published with Simon & Schuster, Random House, and many other top houses. His work has been optioned and/or made by Disney, ABC, HBO, Steven Soderbergh, and Paramount. E-Myth creator Michael Gerber says Michael Levin has “created more successful books than anyone in human history.” Michael spends a good deal of his time now helping advisors tell their stories and position themselves in their local markets as the authorities that they are. With 15 years of experience helping advisors author books there is no one more qualified than Michael Levin.