1-800-345-2687 lamp@gamaweb.com

SCHEDULE AT A GLANCE

LAMP is the premiere leadership and management event for field leaders and home office executives in the insurance, investment and financial services industry, delivery relevant, innovative and forward-thinking content to help you build yourself, your team and your business.

PRE-LAMP WORKSHOPS

SUNDAY, MARCH 11

10:00 AM – 12:00 PM / PRE-LAMP WORKSHOP: RELATE. ENGAGE. INSPIRE. MOVING YOUR TEAM TO THE NEXT LEVEL!

Presented by: Mike Esterday and Terri O’Halloran
Location: Delta Island F

Relate. Engage. Inspire: Moving Your Team To The Next Level!

Join Mike Esterday and Terri O’Halloran from Integrity Solutions for this fast-paced, interactive workshop to:

  • Enhance communication, achievement drive and emotional intelligence in your team!
  • Identify the critical differentiator that can boost your team’s performance by 20%.
  • Build the level of trust and collaboration between team members.

Each person will receive a comprehensive 48-page Communication Report and the opportunity to be in a drawing for a copy of GAMA Foundation’s powerful book: The Power of Teams! If you bring a team, you’ll also receive a complimentary Team Report!

Time: 10:00 AM – 12:00 PM

Price: $125.00

10:00 AM – 12:00 PM / PRE-LAMP WORKSHOP: ACHIEVING THE FINANCIAL PLANNING PRACTICE YOUR ADVISORS DESIRE

Presented by: Gary Schwartz
Location: Delta Island D

Achieving the financial planning practice your advisors desire and their clients deserve

Back by popular demand! This workshop will prepare field leaders with the necessary mindset strategies and tactical methods to launch and support advisors who want to fully capture the value of their advice. Clients are looking for more from their advisor relationship and advisors are looking for a future facing practice model to meet their clients expectations. Workshop is designed for both field leaders and practitioners in designing a financial advisory practice that works for them and allows them to deliver at the top of their abilities. We will discuss practice economics, practice mechanics and how to communicate the advisors full contribution to their clients wealth, health and happiness. Participants will leave the session with the Practice on Purpose book and workbook as well as have an actionable plan to bring back to their advisors or personal practice.

Time: 10:00 AM – 12:00 PM

Price: $99.00

LAMP EVENTS

SUNDAY, MARCH 11

12:00 PM / REGISTRATION OPENS

Location: Ryman Hall C2

General badge pick up is located in the Ryman Hall C2.  There will be signage throughout the hotel directing you to this location.

12:00 PM - 5:00 PM / EXHIBIT HALL OPEN

Location: Ryman Hall C2

See the exhibitor floor plan here.

2:00 PM - 4:00 PM / MULTILINE ROUNDTABLE DISCUSSION

Location: Canal A-C

Information coming soon.

3:00 PM - 4:00 PM / ADVOCACY SESSION

Location: TBD

Information coming soon.

2:00 PM - 4:00 PM / WOMEN'S SESSION

Location: Delta Ballroom C

Information coming soon.

4:00 PM - 5:00 PM / WOMEN'S RECEPTION

Location: Delta Island D

More information coming soon.

4:00 PM - 6:00 PM / NEW MEMBER/FIRST TIME ATTENDEE ORIENTATION

4:00 – 5:00: New Member Orientation
5:00 – 6:00: New Member Scavenger Hunt

Location: TBD

More information coming soon.

4:00 PM - 6:00 PM / WELCOME RECEPTION

Location: Ryman Hall C2

More information coming soon.

MONDAY, MARCH 12

7:00 AM - 7:45 AM / BUSINESS WITH BAGELS (Sponsored by EverQuote)

Location: TBD

Sponsored by: EverQuote

Session Title: The Online Consumer is the Consumer: Closing Business in the Digital Age

Session Description:

More than 70% of consumers are starting their search for insurance online.  In this session, we will discuss how consumer shopping behavior has changed and how tried and true marketing practices  (referrals, seminars, in person networking)are becoming less efficient, time consuming and laborious.  You’ll learn the best practices to help your agencies and producers to connect with and close consumers in the digital age.  We’ll discuss how top producers are migrating their prospecting efforts online and driving significant revenue.

 

7:00 AM - 5:30 PM / REGISTRATION

Location: Ryman Hall C2

General badge pick up is located in the Ryman Hall C2.  There will be signage throughout the hotel directing you to this location.

RESOURCE SOLUTIONS SESSIONS

8:00 AM - 9:00 AM / HOOPIS PERFORMANCE NETWORK

Presented by: Harry Hoopis & Joey Davenport
Location:
Ryman Hall C2
Company: Hoopis Performance Network

Session Description:

Many people are looking for the “magic bullet” when it comes to productivity and retention in our business. Truth is, there is no “magic bullet”! In this powerhouse session, Harry Hoopis and Joey Davenport will highlight current research and address industry trends that must be reversed in Recruiting, Selection, Training, Accountability and Leadership Development. Attendees will receive insights, systems and tools that will have a direct impact on productivity and retention.

Speaker Bio:

Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois. During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association. He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principle author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. He has two adult children, Krina and Peter, and is the proud grandfather of Alex, Sophie, Teddy, McKenzy, Teagan and Brecklyn.

Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. His organization was recognized for the 3rd year in a row by Inc. 5000 as one of the fastest growing privately held businesses in the U.S. As a Certified Trainer and Master Coach, he is considered the Executive Producer of Northwestern Mutual’s Enduring Relationships program and the Hoopis University. He is also one of the principal authors and co-producers of the advanced sales training program, Factfinding DNA. Joey is co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” He is the executive producer of the award-winning Trustworthy Selling sales effectiveness program developed with LIMRA International and the recently launched Advanced Planning Channel. His web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies. Joey is Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the Jack E. Bobo Award for Association Excellence from the NAIFA Federation. Joey lives in Chicago with his wife of 15 years Lyndy and their nine year old son William. He enjoys spending time with his family, traveling and playing music in his blues/rock band Hot LZ

8:00 AM - 9:00 AM / ASSET-MAP

Presented by: Adam Holt, MBA CFP ChFC
Location:
Bayou B
Company:
Asset-Map

Session Description

In a technology-driven world, Advisors are often tasked with going digital to meet the changing demands of clients. During this process, it is easy to overlook the power of simplicity that a visual tool can provide. Asset-Map illustrates a client’s complete financial landscape in a simple one-page snapshot with supporting Target-Map output that indicates how funded a client’s goals are. The platform prompts conversations for advisors so they can collect all of a client’s financial information in one place to not only visualize data in an engaging manner but also assists advisors in finding new opportunities to help their clients.

Speaker Bio

Adam Holt is the president and founder of Asset-Map.  He obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an MBA from Drexel University and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania.

Adam has always considered himself both a student and a teacher. Driven to explore and understand complexities in the finance, business, legal and tax environments; Adam takes great pleasure in breaking down the complex into manageable distinctions for his clients and colleagues.

The evolution of financial planning as a profession has required not only a specific understanding of the nuances of markets (including commoditized products, such as investments and insurance), but also how one’s position in life, environment, and business will drive future opportunities and challenges. As such an advisor, Adam has aligned himself with other forward-looking professionals and continually seeks those that value a consultative approach premised on communicating thoughtful and intelligent analysis.

 

8:00 AM - 9:00 AM / ASSURANCE

Presented by: Bill Unrue and John Lefferts
Location:
Bayou C
Company: Assurance
Session Title: 4 Ways to Drive Revenue Growth through Digital Sales Acceleration

Session Description:

Has your agency kept pace in the move towards digital offerings? The life insurance sales journey has historically been one of the most painful to buy and difficult to sell. BGAs, financial institutions, agents and advisors spend a large percentage of their time focused on administrative work – not new sales opportunities or servicing the client. Moreover, case designers, wholesalers and producers today spend hours of wasted time rekeying and updating information across multiple different platforms. The sector is plagued by sales inefficiency.

Join John Lefferts, 30 year veteran and former CEO of AXA Advisors, along with Bill Unrue, former CEO of Anonymizer and a leader in the San Diego VC community, as they cover 4 ways to drive revenue growth through digital sales acceleration. Determine if your agency fits the profile of tomorrow’s technology enabled agency model and if not, what the next steps are to get there. Learn how the move to digital is not only a must have for current and future sales success, but also an expectation to recruit and retain millennials. Millennials want the latest digital technologies and platforms and they want to sell for the companies that own these tools. Wherever you are in your 2018 plan to digitize – this presentation is essential for learning about the current InsurTech landscape, where your plan is on or off target and how digitizing is key to increasing your revenue.

Speaker Bio: 

Prior to Assurance, Bill was a leader in the San Diego venture capital (VC) community with Tech Coast Angels, acting as an investor, board member and advisor for several businesses in the cyber security, consumer product, and communications technology sectors. Bill was CEO at Anonymizer, Inc (2000-11), where he repositioned the company from a consumer direct subscription model to an enterprise class SAAS model. Under Bill’s leadership, Anonymizer became a leader in the cyber security sector, providing subscription services to the U.S. government and large enterprise customers for online covert communications and non-attribution/identity services for cyber operations against opponents such as foreign governments, terrorists and hackers.  Anonymizer was acquired in 2008.

John is a financial services industry senior executive with 30+ years of experience. He began his career with AXA in San Diego rising to the top role as President and CEO of AXA Advisors in New York City serving 2.5 million households and $9 billion in revenues. As head of distribution, he transformed the field sales structure into a more efficient and effective model increasing productivity by over 20% to all time highs while significantly improving retention rates.

In 2012, John led PE-backed startup Lion Street Financial in Austin, TX from concept to launch creating a unique “Tribrid” distribution platform. After graduating triplet children from high school in 2014, John and his wife Dianne relocated back to their hometown of San Diego. John has served on the board of trustees for The American College, was the top ranked speaker at GAMA’s Leadership and Management Program (LAMP) and has been profiled in On Wall Street magazine and the Dallas Morning News. As an Oregon State graduate, he currently serves on the Dean’s Circle of Excellence as an advisor to the dean of business and at the schools 100 year anniversary was named one of the 100 Top Business School Graduates of all time.

 

8:00 AM - 9:00 AM / AXONIFY

Presented by: Axonify
Location:
Bayou E
Session Title: How to help your advisors beat the forgetting curve

Session Description:

Advisors are only human; on average, they’ll remember just 10% of new information they receive after 30 days. But clients expect advisors to be extremely knowledgeable– and follow the right processes! Leaders at firms including John Hancock, Mutual of Omaha and Farmers (Foremost Insurance Group) are using principles of brain science and microlearning to take their training and communication approach to the next level. In this session, we’ll dig into how the CFO at John Hancock turned to Axonify to overhaul their professional sales onboarding program, engage millennials and reduce risk. This session will give you 5 proven takeaways you can put into practice to overcome the forgetting curve and have more impact with advisors.

Speaker Bio:

Carol Leaman is the CEO of Axonify Inc., a disruptor in the corporate learning space and innovator behind the world’s first Employee Knowledge Platform—proven to increase employee knowledge and performance necessary for achieving targeted business results. Prior to Axonify, Carol was the CEO of PostRank Inc., a social engagement analytics company that she sold to Google in June 2011. Previously, Carol held CEO positions at several other technology firms, including RSS Solutions and Fakespace Systems. Carol is a frequent speaker, a regular contributor to Fortune magazine and a well-respected thought leader, whose articles appear in various learning, business and technology publications. She also sits on the boards of many organizations, both charitable and for-profit, and advises a variety of high-tech firms in Canada’s technology triangle.

8:00 AM - 9:00 AM / FSEDNET

Presented by: Dick Cleary
Location:
Ryman Hall C2
Company: FSEdNet

Speaker Bio

Dick is the Founder and President of FSEdNet – Financial Services Educational Network, LLC, specializing in virtual video based training platforms which helps launch, retool and re-energize financial professionals, managers, associates and staff in the financial services industry.

 

8:00 AM - 9:00 AM / THE TAYLOR METHOD

Presented by: The Taylor Method
Location:
Canal A

Information coming soon…

8:00 AM - 9:00 AM / IDENTITY BRANDING

Presented by: Identity Branding
Location:
Bayou D

Information coming soon….

8:00 AM - 9:00 AM / TOTAL FINANCIAL PICTURE

Presented by: Total Financial Picture
Location:
Canal C
Session Title: Total Financial Picture:  A New Approach to Client Engagement

Session Description:

The financial planning landscape is evolving rapidly, due both to regulatory changes and shifting demographics, as advisors retire. These trends have created a demand for a more transparent, value-driven client engagement process. It is clear that a well-defined engagement process will provide the advisor team with the highest probability of helping clients to reach their financial goals. This Session provides a description of a new and dynamic client engagement process, the Total Financial Picture. The Session describes how TFP works, the application of it through eight types of appointments, and the various coaching tools employed in the process.

Often, regardless of the level of experience an advisor brings to the table, very few clients have their total financial picture in order. Achieving this goal requires a holistic and comprehensive process. Total Financial Picture is the clearest, most cost effective, and simplest answer to help advisors succeed in placing the client’s total financial picture in order. Success in achieving comprehensive planning for clients will produce these benefits: improved client and advisor retention, increased advisor compensation, improved client satisfaction, and compliance with regulatory requirements.

Speaker Bio:

John Shull has spent three careers in leadership positions and activities, beginning with 21 years serving in the United States Army. That was followed by a leadership position in a small management consulting firm where he led engagement teams in solving key client issues in international energy, manufacturing, defense aerospace, and retail. For the past 16 years, John served as a financial advisor and frontline manager at First Command Financial Planning.

John is currently a member of the Alumni Board of the American College of Financial Services, and is an engagement speaker for the First Command Educational Foundation. He is also a leadership coach.

8:00 AM - 9:00 AM / GLOBAL DIVERSITY MARKETING

Presented by: Global Diversity Marketing
Location:
Canal B
Session Title: How managers can become leaders.

Session Description: 

Today’s changing environment is demanding exceptional leadership. Both managers and leaders are critical for any organization. However, it is important to understand the difference between a manager and a leader. Many managers think that they are leaders and many leaders act like managers. However, the scope of their role and responsibilities demands dramatically different functions.

This session will address key differences between managers and leaders. You will learn different traits of leadership and important elements required to be a successful leader. Attendees will learn about Emotional Intelligence and “Level 5 Leadership”. The speaker will also talk about becoming an effective manager and then transition to effective leadership.

The speaker is a founder and CEO of a successful company and teaches “C-Suite Leadership” at the graduate school at New York University. He will share his experiences and best practice leadership stories. You will also learn about digital leadership and necessary elements a leader must have to thrive in a new disruptive business environment. This is a must attend session for both new managers and experienced leaders.

Speaker Bio: 

Tariq Khan, the founder and CEO of Global Diversity Marketing, is a recognized business leader and sought- after speaker on changing market trends, customer relationships, agency growth, social media services, and diversity & inclusion. Tariq’s work has been highlighted in interviews and articles that have been published in trade and industry publications nationally and globally.  Global Diversity Marketing, Inc. is a management consulting firm focused on helping organizations better understand the changing marketplace. A partial client list includes AXA, Dish TV, Gerber Life, Guardian Life Insurance, MoneyGram International, Northwestern Mutual, Pacific Life Insurance Company, Penn Mutual, Prudential, United Healthcare and Wells Fargo,

Tariq is best known for his thought leadership, leading corporate diversity initiatives while creating the business case for diversity and inclusion.  Throughout his distinguished twenty-year career, he held senior management roles at global Fortune companies including MetLife, Nationwide, and ING. In his last corporate position, Tariq was senior vice president and head of market development for ING, where he created and implemented their innovative strategy to expand into growing emerging markets.

Tariq has traveled around the globe and has developed, supported, and managed the largest and most diverse sales force in the financial services industry. He developed several award-winning marketing and branding campaigns, including groundbreaking programs for the African American, Asian, Hispanic, and Women’s markets.

Tariq has made equally impressive contributions in the non-profit area. He serves on several prestigious boards including the Asian and Pacific Islander American Scholarship Fund, the Asian Pacific Institute for Congressional Studies (APAICS) and the National Association of Asian MBA (NAAMBAA). He has most recently been named a member of the board of directors of Stratford University.

8:00 AM - 9:00 AM / 25 POINT SYSTEMS

Presented by: John Baier
Location:
Delta Island F
Session Title: Exponential Retention with 21st Century Systems

Session Description:

This session will focus on Strategic and Tactical Solutions to exponentially increase agent retention and productivity. John Baier, the 2013 Inductee to the GAMA Hall of Fame will demonstrate how his proven 25 Point System can be used in planning, recruiting, and activity management. He will also cover the new App on the system called Tier 25. This app measures activity in real time allowing managers to monitor and truly change habits.

Speaker Bio:

John Baier has 35 years of experience as a Managing Partner and also has served as a company executive. As Managing Partner, he built a scratch agency into one of the premier agencies in the world. Baier was the 2013 inductee into the GAMA International Hall of Fame, the highest distinction in the financial services industry. John is the founder and CEO of Baier Consulting International and co-founder and Executive Director of Vivo Mobile, Inc. Recently retired after a storied career as a Managing Partner with New York Life, John is the creator of the industry-renowned 25-Point System. He most recently served as Executive Director of Seguros Monterrey New York Life in Mexico. John has more than four decades of experience in the insurance industry. He was a managing partner for New York Life for 35 years also served as a company executive. A well-rounded strategic planner, he excels at recruiting within the financial services industry. He also spends his days coaching, consulting, overseeing operations, and business development. He attributes his success to his systems, hard work, training, experience, and business acumen.

MORNING & EARLY AFTERNOON ACTIVITIES

9:30 AM - 11:30 AM / GENERAL SESSION

Location: Delta Ballroom A

SPEAKERS:

Information coming soon.
10:30 AM - 4:45 PM / EXHIBIT HALL (LUNCH AVAILABLE AT 11:45 AM)

Location: Ryman Hall C2

See the exhibitor floor plan here.

11:30 AM - 1:00 PM / GAMA FOUNDATION FOCUS GROUP

Location: Delta Island D

More information coming soon.

1:00 PM - 2:15 PM / GENERAL SESSION

Location: Delta Ballroom A

SPEAKERS:

Information coming soon.

DEEP DIVE SESSIONS

2:30 PM - 3:45 PM / DEEP DIVE SESSION ONE

Translated into Vietnamese, Thai, Greek & Spanish

Location: Ryman Hall C2

SPEAKERS:

 

Information coming soon.

2:30 PM - 3:45 PM / DEEP DIVE SESSION TWO

Translated into Thai, Greek & Spanish

Location: Delta B

SPEAKERS:

 

2:30 PM - 3:45 PM / DEEP DIVE SESSION THREE

Location: Delta C

 

SPEAKERS:

 

2:30 PM - 3:45 PM / DEEP DIVE SESSION FOUR

Location: Delta D

 

SPEAKERS:

 

FIELD SPOTLIGHT SESSIONS 

4:00 PM - 5:00 PM / SPOTLIGHT SESSION ONE

Presented by: TBD
Location: National Ryman Hall C2

 

4:00 PM - 5:00 PM / SPOTLIGHT SESSION TWO

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

4:00 PM - 5:00 PM / SPOTLIGHT SESSION THREE

Presented by: TBD
Location: Delta C

4:00 PM - 5:00 PM / SPOTLIGHT SESSION FOUR

Presented by: TBD
Location: Delta C

4:00 PM - 5:00 PM / SPOTLIGHT SESSION FIVE

Translated into Thai, Greek & Spanish

Presented by: TBD
Location:Bayou B

4:00 PM - 5:00 PM / SPOTLIGHT SESSION SIX

Presented by: TBD
Location: Bayou D

EVENING ACTIVITIES

5:30 PM - 6:30 PM / GAMA AWARDS RECEPTION

Location: Delta Ballroom C

 

Price: TBD

6:00 PM - 7:15 PM / GAMA FOUNDATION CONTRIBUTOR RECEPTION/SILENT AUCTION

Location: Delta Ballroom A Lobby and Balcony

The GAMA Foundation for Education and Research is hosting a reception with cocktails and light hors devours to honor and thank our GAMA Foundation contributors. Please join us for a chance to bid on silent auction items while socializing with fellow GAMA Foundation supporters and LAMP attendees. This year’s silent auction items include tickets to see the NY Mets, Notre Dame football, Baltimore Orioles, educational packages, 2019 LAMP registration, and much more! All are welcome.

Price: Free

6:00 PM - 7:15 PM / GAMA FOUNDATION FUN'DATION LIVE AUCTION

Location: Delta Ballroom D

Don’t miss your chance to make a winning bid on top speakers, exceptional experiences and luxury vacations at the GAMA Foundation’s Live Auction. This year’s auction items include one-on-one mentorships with Hall of Famers, opportunities to participate in a meeting of the exclusive RAGs and GAS study groups, and five-star resort outings. Get a great deal and do good by supporting the GAMA Foundation’s valuable research and education program. Come prepared to bid and win!

Price: Free

6:30 PM - 7:30 PM / COCKTAIL RECEPTION

Location: Delta Ballroom A Lobby and Balcony

Mix and mingle with fellow attendees over a cocktail at the Celebration of Excellence reception.

Price: TBD

6:30 PM - 7:15 PM / HALL OF FAME/PAST PRESIDENT'S RECEPTION

Location: Delta Ballroom A Registration Area

 

Price: TBD

7:30 PM - 10:30 PM / CELEBRATION OF EXCELLENCE

COE Banquet: 7:30 pm – 9:30 pm
COE After-Party: 9:30 pm – 10:30 pm

Location: Delta Ballroom A

The Celebration of Excellence Awards (COE) celebrates the recipients of the James H. Krueger First in Class Honorees and the Brian H. Early Frontline Excellence Awards, as well as the GAMA International Management Hall of Fame inductee.

GAMA International created the First in Class Award in 2000 to recognize first-line leaders in the insurance, investment, and financial services industry who have led their agencies or firms to the number one position in their company during the preceding year. Recipients are nominated by their home offices, and each company determines the criteria it will use to select its nominee. Multiple nominees may be eligible for companies that segment distribution by market size or use a benchmark value proposition for their distribution systems. Companies are urged to nominate field leaders who excel as leaders in both their careers and their communities.

The Frontline Excellence Award, which debuted in 2010, recognizes field leaders who have shown exemplary performance in their current frontline positions and are considered to be emerging leaders in their companies. The award is named after the late Brian Early of Northwestern Mutual Life Insurance Company, an especially active GAMA member who had a powerful passion for helping emerging leaders grow and develop, and helped create the association’s Leaders of Today and Tomorrow (LoTT). The recipients of this award serve to remind us where we will find the next generation of industry legends.

Price: TBD (Tickets cover Reception and Banquet and are available upon registration)

10:30 PM / LoTT LATE NIGHT

Location: Jack Daniels Whiskey Bar

More information coming soon.

Sponsored by:

TUESDAY, MARCH 13

7:00 AM - 7:45 AM / BUSINESS WITH BAGELS (Sponsored by Leading Advisor)

Location: Canal A

Sponsored by: Leading Advisor

Session Description:

Becoming A Compassionate, Inspirational Leader & Manager

You are a successful Leader & Manager, passionate about inspiring and mentoring successful advisors to become the best version of themselves. You and your advisors know HOW & WHAT to do but you and your team still experience challenges. Success is 10% about HOW & WHAT to do and 90% of success is about WHY you do what you do. Inspirational Leaders & Managers understand:

  • WHY you do what you do is more important than HOW and WHAT you do
  • Inspirational Leadership & Management is about WHY business gets done
  • Management is telling people what to do; Leadership is inspiring people
  • Inspirational Leadership & Management helps the team understand what their values are, linking their values to goals and activities
  • Inspirational Leadership & Management is critical to the team, inspiring the team to have purpose and meaning beyond the tasks that they perform day to day
  • Compassion and mindfulness are not a choice; they are a requirement for success

Join Simon Reilly who will help you to understand how to become a Compassionate Inspirational Leader & Manager.

Speaker Bio:

Simon Reilly is an international values and behavioral analyst, business coach, speaker, and author with 30 years of experience in the personal development industry combining extensive research and study in the areas of values & behaviors analysis, inspiration & motivation, leadership, change management, vision & business planning, team building and sales & marketing. Simon has 25,000 + hours of one-on-one personal and business coaching experience.

Simon presents his one-on-one coaching, speaking and workshops to help financial advisors and their teams reach and exceed their goals in any economic climate. Simon goes beyond the mechanics of success when working with a client, and pulls back the curtain and allows his clients to really understand what holds them back from realizing their goals. His insights help his clients identify and release their “Unmet Needs” driven self-limiting, self-sabotaging beliefs and emotions so that they can realize their True Values, Positive Beliefs and Positive Feelings so that they may reach the levels of success they dream of. Simon has written two books – “The Inspirational Tipping Point” and “Curing the Unmet Needs Disease.”

Simon has spoken to thousands of advisors across Canada and the USA at hundreds of financial advisor conferences and webinars. He is a 25x Advocis, 2x MDRT, 40x NAIFA National & State Conference and 2x TEDx Speaker. Simon is a member of both Advocis and NAIFA.

Simon and his wife Laura are a successful working couple who live, work and play in Parksville, BC, Canada, where they enjoy the endless beauty of their surroundings on Vancouver Island through beach walks, hiking, cycling, and kayaking interspersed with a love of yoga, meditation, cooking, travel, reading and movies.

7:00 AM - 7:45 AM / BUSINESS WITH BAGELS (Sponsored by Atmanco)

Location: Canal E
Sponsored by:
Atmanco
Session Title: Get your advisors to sell more using natural talents in your selection and development process.

Session Description:

Uncover not only the most innovative psychometric assessments, but also a methodology to understand motivational factors, intellectual capacity, personality and key competencies. Make the right choices when it comes to selecting and developing your advisors and managers.

Speaker Bio:

Christine Chartrand has been supporting the financial sector for close to 10 years with her specialization in psychometric evaluation. Her experience includes the evaluation and coaching of hundreds of advisors and managers within the industry. As Director of Consulting Services, she builds on natural talents in order to support individuals as well as organizations in their development. She also helps clients make the right decisions when it comes to selection. Holding a Masters Degree in Counseling Psychology, Christine Chartrand also obtained her bachelor’s degree in Human Relations.

FIELD SPOTLIGHT SESSIONS

8:00 AM - 9:00 AM / SPOTLIGHT SESSION ONE

Presented by: TBD
Location: National Ryman Hall C2

 

8:00 AM - 9:00 AM / SPOTLIGHT SESSION TWO

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

8:00 AM - 9:00 AM / SPOTLIGHT SESSION THREE

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

8:00 AM - 9:00 AM / SPOTLIGHT SESSION FOUR

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

8:00 AM - 9:00 AM / SPOTLIGHT SESSION FIVE

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

8:00 AM - 9:00 AM / SPOTLIGHT SESSION SIX

Translated into Vietnamese, Thai & Greek

Presented by: TBD
Location: Delta B

MORNING & EARLY AFTERNOON ACTIVITIES

9:30 AM - 11:30 AM / GENERAL SESSION

Location: Delta Ballroom A

SPEAKERS:

10:30 AM - 4:00 PM / EXHIBIT HALL OPEN (LUNCH AVAILABLE AT 11:45 AM)

Location: Ryman Hall C

See the exhibitor floor plan here.

11:30 AM - 1:00 PM / GAMA FOUNDATION FOCUS GROUP

Location: Delta Island D

More information coming soon.

1:00 PM - 2:15 PM / GENERAL SESSION

Location: Delta Ballroom A

SPEAKERS:

DEEP DIVE SESSIONS

2:30 PM - 3:45 PM / DEEP DIVE SESSION ONE

Translated into Thai, Greek & Spanish

Location: Potomac Ryman Exhibit Hall C2

 

SPEAKERS:

 

2:30 PM - 3:45 PM / DEEP DIVE SESSION TWO

Translated into Thai, Greek & Spanish

Location: Delta Ballroom B

 

SPEAKERS:

 

2:30 PM - 3:45 PM / DEEP DIVE SESSION THREE

Translated into Thai, Greek & Spanish

Location: Delta Ballroom C

 

SPEAKERS:

 

2:30 PM - 3:45 PM / DEEP DIVE SESSION FOUR

Translated into Thai, Greek & Spanish

Location: Delta Ballroom D

 

SPEAKERS:

 

MULTILINE SESSION

4:00 PM - 5:00 PM / MULTILINE ROUNDTABLE SESSION

Presented by: TBD
Location: Delta Ballroom D

 

5:00 PM - 6:30 PM / ALL COMPANY MULTILINE COMPANY COCKTAIL RECEPTION

Presented by: TBD
Location: Presidential Ballroom

 

SOCIAL LEARNING LABS

4:00 PM - 5:00 PM / SOCIAL LEARNING LABS SESSION ONE

Presented by: TBD
Location: Delta Ballroom B

 

4:00 PM - 5:00 PM / SOCIAL LEARNING LABS SESSION TWO

Presented by: TBD
Location: Canal C

 

4:00 PM - 5:00 PM / SOCIAL LEARNING LABS SESSION THREE

Presented by: TBD
Location: Canal D

 

WEDNESDAY, MARCH 14

8:00 AM - 11:00 AM / GENERAL SESSION

Location: Delta Ballroom A

SPEAKERS:

8:00 AM - 11:00 AM / GAMA INFORMATION BOOTH

Location: Delta Ballroom A Lobby

More information coming soon.

11:00 AM - 12:00 PM / GAMA DESIGNATION OVERVIEW

Location: Delta Ballroom A Lobby

*INTERNATIONAL MEMBERS ONLY*

More information coming soon.