AFTERNOON SESSION SPEAKERS
LAMP has a long history of providing top-notch speakers that introduce first-line and front-line leaders to innovative, relevant and forward-thinking strategies, techniques, and tools to help them build their business in the year ahead. All sessions undergo a rigorous peer-vetting process and each speaker must provide an innovative insight into growth and development, a forward-thinking tactical takeaway or a breakthrough trend or tool for action that has been previously tested.
Red Zone Marketing, Inc.
Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing founded in 1994. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start in the financial services industry as the 5th client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies.Today the firm is fully focused on the financial services industry. Maribeth has written 7 books including the bestseller The Connectors. She is an international keynote speaker rated as a Top 25 C-Suite Speaker by Meetings & Conventions magazine, has spoken at The Million Dollar Round Table, and is a regular presenter at Barron’s Top Producer conferences. Maribeth is a media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes and hosts a popular podcast featuring inspiring businesswomen. Maribeth also has her own charitable foundation supporting women in business The Red Zone Leadership Foundation. She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. Maribeth and her husband live in the Chicago, IL area and have two children threatening to be adults.
New York Life Insurance Company
John has been a leader in the insurance industry since 1990. In 1995, he joined New York Life as a Sales Manager in the Long Island General Office.
In less than two years he was promoted to Managing Partner of the Connecticut Valley General Office. Over the next 10 years John would lead and grow three of New York Life’s largest General Offices – Manhattan, Long Island and Arizona.
In 2006, John was asked to be Senior Vice President of the South Central Zone. In January 2011, John returned to New York to be the Managing Partner of the Greater New York General Office, and in 2015 became the Managing Partner of the Long Island General Office.
Tax and Financial Group
David Alarid, Tax and Financial Group, Newport Beach, California, is a Qualifying and Life member of MDRT with 29 consecutive qualifications in a 29 year career with Minnesota Life. He addresses over 50 audiences per year on improving their effectiveness in the life insurance conversation.
Regional Director & Chair of Leadership and Marketing Committee
I graduated from the University of Central Florida (UCF) with a degree in Finance. Right after college I began my career in the insurance industry in 2002. That is when I joined Bankers Life. I have been with the same company for 15 years. I am currently a Regional Director for Bankers Life in the state of Florida. I am the Chair of the Leadership and Management Committee for Bankers Life, joined by a strong team of Field and Home Office leaders. My organization in Clearwater, FL is one of the largest and fastest growing Branch Sales Offices for Bankers Life. We are consecutive 4 time Executive Council Members and Soaring Eagle Award winner in 2015.
Founder & CEO
Global Diversity Marketing
Tariq Khan is the founder and CEO of Global Diversity Marketing. He is a recognized business leader in innovative marketing, strategy, digital marketing, social media, and diversity and inclusion arena. Tariq has had a distinguished twenty-year career, mostly working at global Fortune companies including ING, Nationwide, and MetLife. Tariq has held several senior management roles with the major Fortune companies. In his last corporate position, Tariq was senior vice president and head of market development for ING, where he led ING’s strategy to expand growing target market with multi- channel distribution. Tariq Khan is also credited with developing and supporting the largest and most diverse distribution channel in the financial services industry. He has launched several award winning branding campaigns, D&I program, and social media campaigns for the African American, Hispanic, Asian and women’s market. Tariq’s work, interviews and articles have been published in several trade and industry publications. He is a sought-after keynote/notable speaker on marketing, branding, diversity, distribution and sales growth. Tariq has appeared on global mainstream media including CNN International LIVE.
Tariq has equally impressive contributions in the non-profit world. He is a board of director at the Asian and Pacific Islander American Scholarship Fund, the largest U.S. organizations devoted to scholarships for Asian and Pacific Islander American students. He conceived and managed several scholarship events for APIASF students that generated significant fund-raising for APIASF. Tariq is also a board of director at the Asian Pacific Institute for Congressional Studies (APAICS), a national non-partisan, non-profit organization dedicated to promoting Asian Pacific American participation and representation at all levels of the political process, from congress services to elected office. In addition, Tariq is also a board of director at the National Association of Asian MBA (NAAMBA) and Ascend, the largest Asian American professional organization. In addition, Tariq is also board of director at Stratford University. Tariq is also an adjunct professor of marketing and public relations at New York University graduate school. His expertise/courses include Integrated Marketing Communications, Competitive Intelligence, social media, Public Relations and C-Suite Leadership. Tariq teaches at the graduate school of professional studies and recently celebrated his 10th anniversary at New York University. Khan earned a bachelor’s degree in international marketing and advertising from Baruch College, New York, an MBA in marketing and management from St. John’s University, New York, and an Executive Management Certificate from Babson College, MA. He is a frequent speaker at many industry conferences on global marketing, leadership and changing trends.
KEYNOTE/NOTABLE SPEAKING ENGAGEMENT
Harvard Business School SABA Conference IQPC Branding Conference
GAMA International Meeting
LIMRA Annual Conference
Annual Asian Diversity Conference
Columbia University Career Day Conference
Schwartz Communication Institute Symposium
Harvard Project for International Relations conference CNN International – Live Interview, World Business
Hoopis Performance Network
Jason Early started his career in financial services in 2008 with the prestigious Creative Financial Group in Philadelphia. Over seven years there, he spent time as an advisor, a managing associate, and in his latest role as a managing sales director. In that role, Jason and his partner managed eight sales teams that were made up of 55 advisors, and were responsible for north of 20 million dollars of total business. Beyond that, Early has become an expert on team selling, event marketing, and has become a highly sought after speaker within the industry. In June of 2015, he joined the Hoopis Performance Network as VP of sales and is responsible for all aspects of enterprise and retail sales. By way of giving back to his community Jason also sits on the Alumni Board of Directors for the American College, which is the nation’s largest non-profit educational institution devoted to financial services, is a Philadelphia board member of the American Ireland Fund, and is the chairman of the board of the Brian H. Early Foundation. Early is a graduate of Lynchburg College, in Lynchburg Virginia, where he captained both the Basketball and Golf teams.
State Farm Agency
Thomas Ntuk is the Best Selling Author of the Success Blue Print with Brian Tracy. He has been involved in the financial service industry for more than 37 years, including three years in agency management. He has built an impressive sales record with State Farm: 6 year MDRT Qualifier and a consistent qualifier in our company’s Chairman’s Circle, President’s Club, Exotic Level Traveler Club, Inner Circle Club and three years as #1 companywide in Small Business Retirement new money. But his passion is teaching. In fact, he has conducted over 300 fee-based sales seminars/workshops in the US, Canada and Mexico. Thomas is completed committed to providing the highest quality of service and sound advice based on YOUR needs.
Freedom 55 Financial
Andy grew up in a small mill town on the coast of British Columbia. He moved to Vancouver in 1991 to attend University and joined London Life at the age of 21 in 1995. He has 22 years of experience both as an advisor and is currently the Regional Director at Freedom 55 Financial in Vancouver. In his free time he loves to play tennis, golf and travel as much as possible.
Terri O’Halloran, Vice President of Client Development, partners with clients to strategically plan, implement, and sustain high performing cultures that achieve bottom-line results. As a leader in a Fortune 500 Financial Services organization, Terri created and delivered management, leadership and coaching solutions for a diversity of audiences including Corporate Officers, Financial Services Professionals and Chiefs of Medical Staff. Some of Terri’s client partnerships include: AAA, AIG, Athene Annuity, State Farm, Farm Bureau, Pacific Life, PEMCO Insurance, Principal Financial Group and Russell Investments. At Integrity Solutions, Terri has been recognized for her contributions through the following awards: President’s Club and Pacesetter (Sales), Spotlight Award (Integrity, Ethics & Teamwork), Integrity Award (Living Our Mission, Vision & Values) and Fabulous Team Member of the Year (Achievement of Personal & Team Goals). Terri has also served as a member of the world-class Integrity Solutions certification team. Terri was a presenter at 2014 PMG Symposium, Pre-LAMP ’15 and LAMP ’16. Originally from the Midwest, Terri now resides in Phoenix, Arizona with her husband, Rob.
Over the past 40 years Mike Esterday, CEO of Integrity Solutions, has excelled as a salesperson, manager, coach and entrepreneur. In his first sales position, he was the number one salesperson out of 6,000 and then recruited and managed over 500 salespeople. Next, he founded a company that grew to 36 franchised offices. Since 1985, through Integrity Solutions, Mike has helped sales organizations from over 130 countries improve sales, customer service and coaching skills. Thousands of financial advisors have enhanced their careers through the Integrity Selling® process which impacts both skills and the emotional issues of selling. Mike is author of numerous training programs, white papers and articles on increasing sales effectiveness. Mike’s highly interactive presentations at LAMP ’14, Pre-LAMP ’15 and LAMP ’16 were full to overflowing with standing room only! Mike lives in Nashville, Tennessee with his wife, Terry. They have three grown children.
Farm Bureau Financial Services
Michelle Hubert, LUTCF, CLF Agency Manager Farm Bureau Financial Services Michelle started her career with Farm Bureau in 1990 as a Sales Associate. She quickly became an agent and was distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals that recognizes the top 5-7% of financial advisors worldwide, as one of the industries leading advisors. After a successful 14 year career as an agent, in 2005 Michelle was appointed Agency Manager and held that position 2 years. In 2006, Michelle was named the Director of Agency in Kansas for Farm Bureau Financial Services. In that role, she partnered directly with the Regional Vice President to lead 10 Agency Managers and 250 Agents to success. In 2012, Michelle stepped back into the Agency Manager role, and now leads the largest (48 Agents and 100 Sales Associates) Agency in the company. She is a long time member of NAIFA and GAMA, holds the LUTCF and CLF designations. Additionally, she has earned a Lean Six Sigma Green Belt. Michelle currently sits on the GAMA Membership Committee, and serves as a Board of Trustee for the GAMA Foundation. She is passionate about servant leadership, new agent selection and development, and leadership development for the benefit of the entire company. Michelle resides with her family in Oakley, Kansas where she shares her home with husband Tim, and sons Cayle (22) and Braydon (20).
Independent Financial Consulting Group
Withoon Lertpanomwan (Alan), MBA, LUTCF, RFC, FChFP, is CEO of Independent Financial Consulting Group (IFCG), Thailand’s most famous financial advisor firm which currently has more than 200 advisors and over 30,000 clients. He has 14 years working experience in financial service industry. His family has been in the insurance business for over 40 years. He is the first in his country who managed to merge insurance business with investment successfully. Highlighted leadership roles include serving for 2 years as MDRT Country Chair of Thailand (2010-2012), Chairman of MDRT Experience 2012 in Bangkok. Moreover in 2014, he is by the far the youngest MDRT Region Chair in MDRT History and the first Thai ever till present. In 2015, he was appointed to be the Divisional Vice President of MDRT, taking care of all countries in Asia. In 2015-Present, he is serving as the Secretary of GAMA Thailand.
National Practice Leader
Brian has spent over 16 years in financial services/wealth management, with over 14 of the 16 in leadership. During that time he has hired, trained and developed several hundred advisors building teams and offices in Seattle and New York for New York Life, MassMutual and John Hancock Financial Network. Brian’s been a driven entrepreneur since 19 when he started his first real-estate development company, and during his tenure he has worked with startups, on the executive team as well as mentoring others through his work with Founder Institute.
Like most in the field, Brian stumbled into financial services after a normal college life of working as a Flight Medic for a trauma center and USAR, SWAT Medic for two police departments while studying Microbiology at the University of Montana.
Co-Founder & President
Jeff Tompkins is Founder and President of AdvisorConnect, a NYC-based technology company focused on enabling the advisor of the future with industry-specific, best practice-driven online tools. Jeff has experience in three prior start-ups. His previous startup, SocialPicks, won best startup in the New York Stock Exchange’s Big Startup competition. Jeff completed his graduate studies at Oxford University where he studied Politics and Philosophy as a US Marshall Scholar and he graduated magna cum laude in Government from Cornell University.
Associate General Agent
As the Director of Business Development for Pacific Advisors, Misty Weltzien is charged with recruiting, attracting, and developing experienced advisors looking to take their practices to the next level, and career changers who feel financially or intellectually stagnant She is also committed to providing leadership, vision, and guidance to her own clients to put them on a financial Path of Confidence Pacific Advisors is a West Coast-based financial services firm that specializes in advanced estate, business, charitable and philanthropic planning. Misty and her team provide guidance for a wide range of clients, from successful business owners looking for exit strategies, to new professionals looking to build for their future.Misty has spent over a decade studying and working in financial services. By applying sound financial principles in her own life, she has been able to see firsthand the power of a solid and secure investment strategy. Now, many years later, she continues to share that philosophy with her clients and advisors. Originally from Palm Springs, CA, Misty moved to Orange County to attend California State University Long Beach, where she received a degree in Finance. She and her husband Travis live in Tustin, CA and are both very active in their community. Misty is involved with Big Brothers Big Sisters OC, the ASPCA, Future Leaders of Our Community, and the National Association of Professional Women. She is also the President for the National Association of Insurance and Financial Advisors OC. Misty invests first in herself. This is most evident in her commitment to ongoing education. She believes that only by keeping ahead of the fast-paced changes in our economy can she be of optimum value to her clients. In addition to her degree in finance, Misty is also a Certified Financial Planner (CFPA®), a Chartered Financial Consultant (ChFCA®), and a Chartered Life Underwriter (CLUA®). Each of these additional levels of education, some taking several years to attain, enable Misty to better serve the needs of her diverse client base.
Statewide Sales Director
Farm Bureau Insurance of Michigan
Greg Smith started in the business as an agent in 1983 after graduating from Grand Valley State University. He served in field management for 22 years before taking on the role of State Sales Director for Farm Bureau Insurance of Michigan. He has been with Farm Bureau for over 33 years. He received his MS in Insurance management from Boston University in 2011. Greg has spoken on the main platform at LAMP and has enjoyed his time serving on the GAMA Foundation and the GAMA International board. He lives in Michigan with his wife Shari. Greg has two grown children Josh and Kristin who reside in NYC.
Regional Vice President – Southeast
AXA Advisors, LLC
Jason is a 1996 graduate of Brown University, where he received his Bachelors Degree in Economics. At Brown he also played for the school’s football team for four years and was named to the All-Ivy League Team as a senior. His football career continued for a season as he played in the German Football League for the Franken Knights. After seven successful years in corporate sales and consulting, he officially joined the ranks at AXA Advisors in 2003 in Milwaukee, Wisconsin. In 2006 he was appointed as a Divisional Vice President, empowering him to build and lead his own organization comprised of associates with various specialties and ranges of experience. In January 2011, he was promoted to Senior Divisional Vice President with the Wisconsin branch of AXA Advisors, LLC. In 2013 he was promoted to Executive Vice President of the South & Western Carolinas branch of AXA Advisors, LLC. Most recently, in 2015 Jason was promoted to Regional President of the Southeast.
CEO, GAMA International
Bonnie Godsman joined GAMA International 12 years ago, where she rose through the ranks to become vice president for corporate and business development, overseeing all revenue departments, including PMG corporate relations. Under her leadership, GAMA experienced dramatic growth in revenue, membership, membership retention and LAMP attendance. In June 2014, Godsman took the helm as GAMA’s first, and youngest, female chief executive officer.
Before joining GAMA, Godsman held political appointments under the administrations of Suffolk County (N.Y.) Executive Robert J. Gaffney, New York Mayor Rudy Giuliani, and President George W. Bush. She is also founder of Bliss, LLC, a restaurant group based in New York City. In addition, Godsman is a member of the American Society of Association Executive and the National Association of Professional Women.
Born and raised on the south shore of Long Island, Godsman is a proud New York native. Having been bitten by the political bug at a young age, she attended the American University in Washington, D.C., receiving a Bachelor of Arts in political science.
New York Times Bestselling Author & Entrepreneur
Darren Hardy is the former publisher of SUCCESS magazine, an entrepreneur and New York Times best-selling author of The Compound Effect and Living Your Best Year Ever: A Proven Formula for Achieving Big Goals.
Darren has been a central leader in the personal growth and success industry for more than 20 years and has led three successful television networks producing over 1,000 TV shows with most every known thought leader of our time. Over the past decade, Darren was the visionary force behind the rebirth of SUCCESS magazine as its publisher and editor. These positions have given him the unique and unprecedented access to interview, investigate and publish the stories of the most successful people on the planet, including Richard Branson, Steve Jobs, Elon Musk, Jeff Bezos, Mark Zuckerberg, Howard Schultz, Steve Wynn, Jack Welch and many more. Having uncovered the secrets to their success, Darren now uses them to empower millions of entrepreneurs globally.
Dr. Marshall Goldsmith is a world authority in helping successful leaders achieve positive, lasting change in behavior: for themselves, their people and their teams.
Goldsmith is the million-selling author or editor of 31 books, including the New York Times and Wall Street Journal bestsellers, MOJO and What Got You Here Won’t Get You There — a Wall Street Journal #1 business book and winner of the Harold Longman Award for Business Book of the Year. His books have been translated into 28 languages and become bestsellers in eight countries.
Financial Expert, Keynote Speaker & Investment Coach
A seasoned financial professional and keynote speaker, Mark Zinder has a unique gift for making the complicated clear. His insights on practice management and macroeconomics clarify investor needs and help advisors stand out from the crowd.
Mark came to the financial industry more than 33 years ago as an investment adviser with Dean Witter before moving to the world of wholesaling. By leveraging a strong background in communications, he quickly gained acclaim for his public seminars and became recognized within the wholesale community as a powerful and entertaining speaker.
Shortly after being hired by Franklin Templeton Investments in 1993, Mark was named National Spokesman. His job was to sit down with Sir John Templeton, Dr. Mark Mobius, Michael Price and others, listen to their stories and then travel the world to speak on their behalf. This golden opportunity gave him unprecedented access to the top money managers in the world and hundreds of elite advisors—an experience that helped him develop an uncanny understanding of financial markets.
Speaker, Strategist & Entreprenur
Salim Ismail is a man who is passionate about business, entrepreneurship, and technology. He is a technology strategist, software engineer,
and successful entrepreneur.
Salim travels extensively sharing a global perspective on the impact of breakthrough technologies and how organizations can leverage these disruptions to grow 10x faster than their peers. His book, Exponential Organizations, quickly reached number one on Amazon’s “Best-Sellers in Business Management” and was named Frost & Sullivan’s “Growth, Innovation, and Leadership Book of the Year.” His captivating, educational, and downright jaw-dropping presentations have been labelled as “mind-blowing.”
Salim has spent the last seven years building Singularity University (SU) as its founding executive director and current global ambassador. SU is based at NASA Ames, and its goal is to educate, inspire, and empower a new generation of leaders to apply exponential technologies to address humanity’s grand challenges. SU has empowered people from more than 85 countries to apply disruptive technologies – biotechnology, artificial intelligence, and neuroscience – to more than 100 startups and countless patents and ideas.
Founder & Managing Partner | Covey Leadership Center
Will Marré (rhymes with “Hooray!”) is the co-founder and former president of the Covey Leadership Center, which brought The 7 Habits of Highly Effective People to millions worldwide. Today, Will’s focus is on developing smart power leaders through his Smart Power Institute. The institute is research-based and develops thinking tools, behavioral skills and leadership practices necessary to be effective in the new disruptive economy. Smart Power is based on gender synergy — how men and women can use gender-based strengths to lead and work together to multiply positive results. Will is also a highly requested speaker and trusted advisor on corporate transformation, women’s leadership and igniting innovation.