February 10-13, 2016 - San Francisco, CA
We've partnered with some of the most successful names in the business to bring you a training opportunity unlike any other.
We're among the fastest-growing IMOs in the country, but we’re not relying on that alone to convince you that we can help you take your practice to the next level. We’re bringing you a peek into what’s possible when you come on board with an organization that makes your success its primary focus.
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Peak Performance Coach, Business Strategist & Life Transformer
At the Four Seasons in February, you’ll learn exactly how you can “master the game” from none other than Tony Robbins himself. A best-selling author, entrepreneur and coach to more than 50 million people from around the world, Tony recently entered the personal finance space in a big way with the release of his latest book, “MONEY: Master the Game! 7 Simple Steps to Financial Freedom.”
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Athlete, Performer, Author & Legendary Storyteller
With more than 20,000 hours of stage experience, Bo Eason has mastered the art of telling his personal story in a way that makes him unforgettable. His coaching has helped some of Advisors Excel’s top producers do the same and achieve 90-plus percent appointment-setting ratios.
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DOMINATING HIS NORTH CAROLINA MARKET BY OFFERING EXCEPTIONAL VALUE
Nationally recognized financial commentator, author, Registered Financial Consultant (RFC®), Investment Advisor Representative (IAR) and licensed insurance professional, Chris Hobart has helped hundreds of individuals create sound financial strategies for the days ahead.
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CREATING INCREDIBLE CLIENT RELATIONSHIPS & LONG-TERM BUSINESS GROWTH
President of Financial Dynamics in Chester, Virginia, Isaac Wright has built one of the most thriving financial services practices in the greater Richmond, Virginia area with a relentless focus on helping those in or nearing retirement meet their unique financial goals.
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Founded 10 years ago with a goal of redefining the role of IMOs in our industry, Advisors Excel has delivered on that expectation in a big way. Working with roughly 600 core elite producers, we ended 2014 with about $5 BILLION in annual annuity production, $25 MILLION in target life premium and $1.5 BILLION in new assets under management. But here’s our best number of all: $500 MILLION. That’s how much our core group of producers grew their annuity production in 2014 alone!
We put up unprecedented numbers as an organization by committing to continually helping our best producers get even better. To that end, we’ve partnered with some true masters to show you what we have to offer. At Master the Game in Miami, you’ll have the opportunity to:
- Hear from the country’s leading personal story coach on how to tap the power of your personal story
- Learn from two top AE producers who combined for roughly $100M in total assets in 2014
- Understand why many of the “best of the best” choose to call Advisors Excel home
As the “Runt of the Litter,” Bo was an unlikely pick to be a football standout, but he made it to the NFL, playing against some of the greatest players of his generation as a member of both the Houston Oilers and the San Francisco 49ers organizations. In 2001, Bo wrote and performed his one-man play, “Runt of the Litter,” which opened in New York to rave reviews. In his quest for excellence on the stage, Bo trained with some of the world’s most brilliant performance and movement coaches, including Al Pacino himself. Now, he’s made a career of drawing on their techniques to help people unlock the mysteries of building connection, rapport and trust with others.
In Miami, Bo will help you discover and tell your personal story, allowing you to connect deeply with clients and prospects and become a highly effective and persuasive communicator. Bo will share how to:
- Craft a personal story that is unforgettable
- Engage intimately with others with complete confidence
- Become a MAGNET for people’s loyalty and attention
- Truly “take the stage” and own every room you walk into
Chris Hobart is the CEO and founder of Hobart Financial Group in Charlotte, North Carolina, and has worked extensively in the field of financial management since 2002. Chris is an insurance producer and Investment Advisor Representative. He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication Senior Market Advisor magazine in 2008.
Chris will take you inside a practice that has skyrocketed from $9 million in assets gathered in 2008 to over $65 million in total assets gathered last year. Chris can trace much of his growth to a few key things:
- An uncanny ability to quickly connect with his prospective clients
- Highly effective messaging that speaks to his clients’ real needs
- Leveraging the power of public relations to reach his target market
Through his work with Bo Eason, Chris has dramatically enhanced what was once a relatively “run-of-the-mill” seminar to transform it into a truly unforgettable prospective client event. He’s also become one of Advisors Excel’s single greatest PR magnets over the past four to five years, being a featured guest on CNBC, Fox Business and CBS and is a regular guest on WCNC’s “Charlotte Today.” He has also been quoted in The Wall Street Journal, Reuters, The Associated Press, MSN Money, Kiplinger, Market Watch, The Street, USA Today, The New York Times and Forbes magazine, among others.
At Master the Game, Chris will:
- Hand you the keys to his unforgettable seminar events
- Show you the keys to garnering local, regional and national PR support
- Share how his firm’s unique client process has them staying for life and referring scores of family and friends
Isaac is an insurance professional and Investment Advisor Representative who has seen phenomenal growth his market by providing a one-of-a-kind client experience rooted in trust, communication and over-delivering on all commitments made. His systematic Complete Planning Review (CPR) process helps clients easily prioritize their needs, make educated decisions and take action without ever feeling overwhelmed or pressured. This time-tested, client-focused model has helped him radically grow his practice – seeing an average of just three to four qualified prospects per week!
At Master The Game, Isaac will walk you through the exact processes he’s used to help grow his practice and deliver tremendous value to his clients. In Miami, Isaac will share how he:
- Has become a household name through the use of radio – easily helping interested listeners become clients of his firm
- Employs a very low pressure, client-centric approach to establish trust and rapport and provide an unrivaled experience
- Conducts his actual appointment process to provide holistic financial solutions based upon his clients’ priorities
A near-instant New York Times best-seller, “MONEY: Master the Game” provides a simple blueprint for helping the average person implement the financial strategies of the mega wealthy. At Master the Game, Tony will be sharing insights gained from the process of writing the book, which included interviewing 50 of the biggest and brightest minds in the investing and finance world — including Carl Icahn, Charles Schwab, Ray Dalio and Steve Forbes. He’ll also talk about how he has strategically partnered with Advisors Excel to help those wishing to implement some of the insurance and investment strategies outlined in the book find experienced professionals with whom to work.
But that’s not all. Tony will also cover the “Seven Forces of Business Mastery.” The same core strategies he’s shared with the likes of Salesforce.com CEO, Marc Benioff, will be personally handed to those attending Master the Game. Normally, you’d pay thousands of dollars for the insights and strategies Tony will be sharing free with the select few allowed in to the Master the Game event.
The information and opinions included “Money Master the Game” are those of Tony Robbins and are believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. The book should not be construed as advice designed to meet the particular needs of your clients. Financial professionals should ensure that the use of this book in any marketing follows the current policies on the use of any advertising, third-party materials and/or social media as required by any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations.
Tony Robbins' Seven Forces of Business Mastery is not affiliated with Advisors Excel.