SUNDAY, MARCH 11 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
Session Title: 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!
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, service and coaching effectiveness. Mike’s highly interactive presentations at LAMP ’14, Pre-LAMP ’15, LAMP ’16 and LAMP ’17 were full to overflowing with standing room only!
Mike lives in Nashville, Tennessee with his wife, Terry. They have three grown children and one grandson.
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. She was awarded a 4.8 on a 5.0 scale for her ability to coach and mentor others.
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.
In the industry, Terri has presented at GAMA International PMG Symposiums, Pre-LAMP and LAMP Sessions plus GAMA Lunch & Learn Webinars. She has also facilitated workshops for the GAMA International Board and HQ Team.
Originally from the Midwest, Terri now resides in Phoenix, Arizona with her husband, Rob.
SUNDAY, MARCH 11 PRE-LAMP WORKSHOP: ACHIEVING THE FINANCIAL PLANNING PRACTICE YOUR ADVISORS DESIRE
Presented by: Gary Schwartz
Location: Delta Island D
Session Title: 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.
Gary Schwartz is the Senior Vice President of Advisor Growth and Development for North Star Resource Group. North Star represents a fully integrated array of financial services and products for individuals and businesses. Over 130 Advisors and their teams serve 90,000+ clients in 16 states. They are a national leader in providing financial services to Medical, Dental and Legal professionals. Gary provides professional consulting services to associates on developing teams and composite practices, succession planning and overall executive leadership. He also specializes in providing experienced advisor coaching services and developing practice management analytics designed to improve practice productivity and effectiveness.
Practice on Purpose – Achieve the Financial Advice Practice You Desire and Your Clients Deserve was published in June 1014. Gary joined with Phil Richards and Ed Deutschlander in authoring this leading practice management resource. The book was launched at the 2014 GAMA Thailand and AFA conference in Singapore. The premise of the book is to raise the sense of purpose and value an advisor can achieve with their practice. This includes how to attract and retain clients who want a superior experience in a well-run client service model, capturing Financial Advice as its own value, reaching a million dollar sustainable revenue practice and executing a successful business continuation plan that recognized the equity value of the practice. Practice on Purpose reframes the Advisor experience.
Gary received his Bachelor’s degree from the University of Minnesota in Business Administration where he was active as a Martin Luther King Economics tutor, elected to the Business Board, the student governing board of the business school and was selected for the all university student leadership award. He subsequently received a Master’s in Industrial Psychology also from the University of Minnesota.
MONDAY, MARCH 12 CELEBRATION OF EXCELLENCE AWARD GALA
(Reservations required and can be purchased at the time of registration)
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.
MONDAY, MARCH 12 GAMA FOUNDATION FUN'DATION LIVE AUCTION
Don’t miss your chance to invest in your business and make a winning bid on full-day, one-on-one sessions with some of the profession’s top field leaders, top-rated speakers, and unique vacation and professional opportunities, including the chance to participate in the exclusive GAS study group. Get a great deal and do good by supporting the GAMA Foundation’s valuable research and education program. Come prepared to bid and win!
Time: 6:00 pm – 7:15 pm
Location: Delta Ballroom D
MONDAY, MARCH 12 GAMA FOUNDATION CONTRIBUTOR RECEPTION AND SILENT AUCTION
Take a chance on a winning bid on sporting events and memorabilia, training and resources, and unique opportunities like a lifetime LAMP registration at the GAMA Foundation’s Silent Auction.
Time: 6:30 pm – 7:30 pm
Location: Delta Ballroom A Lobby and Balcony
Price: Free (GAMA Foundation contributors receive two complimentary drink tickets)
LoTT Networking Event
Females in Financial Services Session
Location: Delta Ballroom C
Presented by: Tina Paulus-Krause
Session Title: High Performing + Happy – You CAN Create Both
Ever feel like you’re on a hamster wheel scrambling to get from one obligation to another on any given day? Sure, you’re a high performer with success in your professional life, but in the pit of your stomach you feel like there’s more? As women, we strive to accomplish conquering the world on any given day. We do so much for everyone and everything else, in both our personal and professional lives, we leave no time to recharge our own crazy busy high performing selves, hence sacrificing our own peace and happiness. Join this fun and interactive workshop to learn tips and tricks to recharge and live a more centered and calm life. You CAN be both high performing AND happy; let’s define what that means to you!