Agenda Discovery Week Month

Curated for Me

Savvy Advisor Solutions

Insurance Services Group
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Endorsed by Curators:
Oct 12 1:30PM - 6:00PM

Savvy Advisor Solutions is an opportunity for financial advisors to upgrade their business.

Get business building tips from outstanding presenters:

Matthew PletzerPresident/Founder of Lift Consulting, has over 14 years of professional sales training, management/leadership and business and strategy development experience with three Fortune 500 sales organizations. Matthew found early success in his career and excelled in all aspects of front line sales, sales management and strategic leadership. In Matthews most recent position he managed the strategic direction of a $540M annual book of business and reported to the Strategic Leadership Team and Board of Directors of a >$1.8B business.

Spencer Smith,the founder of spencerXsmith.com, and principal of the Cobalt Companies, a real estate investment firm he started in 2000. Spencer is also an instructor at the University of Wisconsin, where he teaches classes on Social Media Strategy and Digital Marketing Strategy.

Hes had the privilege of working with seven Fortune 500 companies IBM, Kohls Corp, Kimberly-Clark, Oshkosh Truck, The Hartford, Nationwide, and American Family Insurance. Since 2015, he's conducted over 130 speaking appearances & threeKeynote Speeches, including for the Wisconsin Alumni Research Foundation (WARF), the $1B intellectual property arm of the University of Wisconsin.Spencer has been featured and quoted inForbes,The Huffington Post,Money Magazine,Entrepreneur,Inc. magazine,Yahoo Small Business Advisor,MSN Money,Costco Connectionand dozens of other publications.

and

Brendon DeRouin,the President of Insurance Services Group, Inc.(ISG). His focus has been on creating a team thatwill deliver additional revenueswith time savingsfor our producers. In 2006, Brendon took over the leadership of ISG andhas focused on bringing more value toits relationships.

Plan to stay after the presentations for cocktails and networking with your peers.

Sponsored by AmpliPhiand ISG.

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This event is for financial advisors and life insurance producers only.

Upcoming Events

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Endorsed by Curators:
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