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A.D. Banker & Company
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Booth 508
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Dennis Anderson, CEO
5000 College Blvd., #120
Overland Park, KS 66211
adbanker.com
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TF: 800-866-2468
PH: 913-451-1280
FX: 913-451-1214
dennis@mail.adbanker.com
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A.D. Banker provides licensing exam (LH, PC, and Series 6, 63, 65, and 66) preparation solutions (live classes, web classes, online, and self-study) and continuing education in all 50 states.
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The American College
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Booth 617
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Jack Hondros
270 S. Bryn Mawr Ave.
Bryn Mawr, PA 19010
theamericancollege.edu
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PH: 610-526-1454
FX: 610-526-1497
jack.hondros@theamericancollege.edu
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The American College is the nation’s leading educator of professionals in the financial services industry. The college serves more than 35,000 students, predominantly through distance education, and offers an array of specialized designation programs, a master of science degree in financial services, and customized continuing-education programs. For more information, visit theamericancollege.edu.
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 Bill Grimes & Associates
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Booth 304
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Bill and Linda Grimes
12460 St. Andrews Dr., #A
Oklahoma City, OK 73120
bgrimes.net
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TF: 800-282-2412
PH: 405-748-6800
FX: 405-748-6802
linda1@bgrimes.net
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See one of the nation’s foremost assessment and selection tools. SPQ*GOLD, the Call Reluctance Profile, is recognized as one of the industry’s top performance profiles.
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Bridgeway Learning Systems Inc.
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Booth 711
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Dave A. Thesing
277 Coon Rapids Blvd., #403
Minneapolis, MN 55433
www.bridgewaylearning.com
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TF: 866-377-7598
PH: 763-390-0949
FX: 763-392-1911
info@bridgewaylearning.com
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What makes up a trusted advisor? Character + Competence + Communication Skills. You select character. You build competency. We provide the communication skills training advisors need to ethically persuade qualified prospects to buy — and ideal clients to stay. Experience more fulfillment, fun, and financial success. Stop by and ask us about CAPS.
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Career Activity Management (CAM)
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Booth 405
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Delia and Barry Alberstein
P.O. Box 2040
Blaine, WA 98231
thecamsystem.com
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PH: 360-371-7470
FX: 866-712-6632
barry@albersteinconsulting.com
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The CAM System is a unique web-based practice management program that allows advisors to track and analyze the three key areas of practice management: sales activity, inventory, and follow-ups. Created by the coauthors of Al Granum’s famous One Card System text, Dr. Barry Alberstein and his wife, Delia, the CAM System not only features the functionality of the classic OCS but offers integration with Microsoft Outlook and Google, coaching assistance, and powerful forecasting tools. All reports roll up to authorized managers, marketing teams, or coaches, and authorized viewers can also see individual case details.
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| CareerBuilder |
Booth 401 |
Bill Dwoinen
666 3rd Ave.
New York, NY 10017
www.careerbuilder.com |
PH: 773-710-3487
Bill.dwoinen@careerbuilder.com |
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A recruitment industry pioneer, CareerBuilder has been empowering both individuals and businesses to maximize their potential, increase employment, and create a stronger economy for nearly two decades. By using our 16 years of research on job market trends and applying market-leading analysis and innovation, we give businesses the intelligence they need to attract and retain the best talent to move their business forward. For the American worker, we provide access to the most U.S. jobs and the resources necessary to master critical skills for today’s working world. We also seek out and foster strategic partnerships and other collaborative ways to decrease the skills gap and fuel economic growth. As the job market shifts, so do the needs of our businesses and workers — and CareerBuilder will be there every step of the way, empowering employment.
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ConsulTel, Inc. Telephone Skills Training
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Booth 503
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Gail Goodman
150 Buxton Rd.
Bedford Hills, NY 10507
phoneteacher.com
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PH: 914-242-1108
FX: 914-242-1109
gail@phoneteacher.com
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Producers continue to struggle with having enough appointments, and managers get frustrated trying to fix the problem. Gail Goodman, a top expert in appointment-setting skills, will provide structured programs for agency. She focuses on two challenges: improving managers’ skills in training and coaching their producers, and boosting agents’ knowledge of how to set up an appointment over the phone.
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Copytalk
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Booth 303 and 305
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Maree Moscati
500 Tallevast Rd., Suite 102
Sarasota, FL 34243
copytalk.com/gama
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TF: 866-267-9825, x106
PH: 941-894-0007
FX: 941-894-0008
maree.moscati@copytalk.com
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Copytalk makes documenting client meetings and meeting compliance requirements faster and easier than ever before. You can dictate the details of your meeting with a simple phone call or through the company’s Android application. Within a few hours, you will receive transcribed text through email, secure download, or automatic integration into many popular CRMs. Copytalk: Life securely noted.
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The Culture Index Program
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Booth 417
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John Puffer
16915 Hidden Pond Ct.
Brookfield, WI 53005
cindexinc.com
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PH: 262-501-0579
Jpuffer @cindexinc.com
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The Culture Index Program is a perfect fit for every responsibility a manager has in the insurance and financial services industry. The company will help you transform your recruiting and selection process, and show you how to coach and motivate your team to higher levels of productivity. When it comes to leadership identification, the Culture Index Program is the most accurate assessment in the marketplace, the company says. And if your goal is to increase retention rates, the company can show you how to double the national average with its Intentional Mentoring Program.
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| Directions AV |
Booths 509 and 511 |
Tom Grubbe
145 East Commerce Dr.
Schaumburg, IL 60173
directionsav.com |
PH: 847-963-8500
FX: 847-963-8509
tgrubbe@directionsav.com |
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Your meeting is a unique opportunity to communicate. Our goal is to make your message clear, memorable, and indelible. With creativity and technical expertise, we manage your message with the same expertise we bring to the theatrical side of your show. The messages we produce don’t make just momentary impressions…. They have a lasting impact.
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Edulence Corporation
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Booths 309 and 311
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Peter Getchell
36 W. 20th St., 9th Floor
New York, NY 10011
edulence.com
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TF: 866-EDULENCE
PH: 212-792-5800
FX: 212-792-5810
info@edulence.com
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Edulence provides easy-to-use online tools and affordable services to create, distribute, and track digital media content in the financial services industry. Home offices, field offices, and advisors leverage Edulence solutions to enhance their marketing, recruiting, and development initiatives.
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| ExamFX |
Booth 600 |
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Kristin McGill
11161 Overbrook Rd.
Leawood, KS 66211
examfx.com
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PH: 855-856-7705
FX: 913-721-5660
Kristin.mcgill@examfx.com
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| ExamFX is a trusted license prep partner to the insurance and financial services industries that delivers a Smart Learning experience. ExamFX creates measurable student success built on the combination of technology, subject-matter knowledge, and information delivery expertise. Concise. Engaging. Guaranteed results. |
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ExamOne
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Booth 608
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Deanna Havard
10101 Renner Blvd.
Lenexa, KS 66219
examone.com
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TF: 877-933-9261
PH: 601-899-9810
FX: 913-888-6374
deanna.havard@examone.com
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ExamOne, a Quest Diagnostics company, is the nation’s leading provider of risk-assessment information for the life insurance industry. Through ExamOne’s secure, user-friendly website — examone.com — agents and underwriters can easily order exams, retrieve real-time status, look up requirements, and locate the nearest ExamOne office.
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| Fierce Inc. |
Booth 302 |
Stacey Engle
101 Yesler Way, Suite 200
Seattle, WA 98101
fierceinc.com |
TF: 206-787-1100
FX: 206-787-1120
stacey@fierceinc.com |
| Fierce Inc, is an award-winning leadership development and training company that drives results for business by improving workplace communication. Tailored to any organization, Fierce principles and methods translate across the globe, ensure individual and collective success, and develop skills that are practical, easy to learn, and can be applied immediately. |
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| Fujitsu Computer Products of America |
Booth 419 |
Derek Flowers
1250 E. Arques Ave.
Sunnyvale, CA 94085
www.fcpa.com |
Ph: 888-425-8228
FX: 408-746-6000
dflower@us.fujitsu.com |
| Fujitsu ScanSnap scanners take the complication out of document imaging with one-button ease of use. Perfect for home and small - business environments, the ScanSnap family of scanners brings duplex multi-sheet scanning to everyone, combining performance and affordability in a compact size. Our ScanSnap scanner family also includes mobile document imaging solutions for professionals on the go. |
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GAMA Foundation for Education and Research
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Booth 209
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Michelle Johnfinn
2901 Telestar Ct., Suite 140
Falls Church, VA 22042
gamafoundation.org
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TF: 800-345-2687
PH: 571-499-4308
FX: 571-499-4302
michelle@gamafoundation.org
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The GAMA Foundation for Education and Research, created in 1990, is dedicated to research and education that enhances the profitability and productivity of field management in the insurance and financial services industry. Its research is used by field leaders around the world to identify best practices, challenge assumptions, and improve the profitability of their organizations. All GAMA Foundation programs are funded through donations from individual contributors.
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GAMA International
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Registration Area
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Kathryn Hoch
2901 Telestar Ct., Suite 140
Falls Church, VA 22042
gamaweb.com
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TF: 800-345-2687
PH: 571-499-4323
FX: 571-499-4302
khoch@gamaweb.com
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From recruiting new advisors to developing leadership teams, GAMA International’s world-class professional development resources provide field leaders with the critical skills they need to lead and grow their organizations.
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Tom Hegna
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Booths 409 and 411
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Tom Hegna
343 Commercial St.
Union Wharf #214
Boston, MA 02109
tomhegna.com
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PH: 617-230-4886
tom@tomhegna.com
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These aren’t normal times, and Tom Hegna knows it. A former senior executive with a Fortune 100 financial services company, Tom is now a best-selling author and highly sought-after speaker who is transforming the way people plan for retirement. With his thought leadership and innovative style, he has shown Baby Boomers how to create security in retirement using financial products in exciting new ways, proving that a successful retirement is still within reach. Let Tom show your advisors how to help their clients retire the optimal way.
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Hoopis Performance Network
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Booths 217, 219, 221, and 320
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Margaret Brueck
790 Frontage Rd., Suite 300
Northfield, IL 60093
hoopis.com
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PH: 847-716-1810
FX: 847-716-1801
margaret@hoopis.com
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The Hoopis Performance Network (HPN) is an innovative sales training and leadership development organization that provides resources to financial professionals. HPN’s suite of products feature web-based learning programs such as the HPN Community, Trustworthy Selling, Advanced Planning Channel, and the eCLTC designation. HPN also hosts live, interactive workshops through its Firm Foundations sales and leadership series.
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Identity Branding/e-Relationship
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Booths 402 and 404
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Robert Krumroy
3300 Battleground Ave., Suite 250
Greensboro, NC 27410
identitybranding.com
e-Relationship.com
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TF: 800-851-8169
PH: 336-303-1000
FX: 336-303-7318
bob@identitybranding.com
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It’s a fact! Identity Branding’s e-Relationship has been proven to increase retention and production — often by more than 50 percent. Get your company statistics, the details on the free new-agent e-Relationship version, and how to use it for recruiting.
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Kaplan Financial Education
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Booth 319
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Greg Brumbeloe
332 Front St.
La Crosse, WI 54601
www.kfeducation.com
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PH: 608-779-8599
greg.brumbeloe@kaplan.com
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Throughout its 70-year history, Kaplan Financial Education has remained student focused, results driven, and committed to helping individuals achieve their educational and career goals. Whether it is helping a first-grade student master basic reading skills or assisting a financial services professional in obtaining a securities license, Kaplan helps students achieve their goals and dreams.
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Keir Educational Resources
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Booth 610
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Keir Educational Resources
4785 Emerald Way
Middleton, OH 45044
keirsuccess.com
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TF: 800-795-5347
PH: 513-422-4860
FX: 800-895-5347
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Keir Educational Resources provides study material to help financial services professionals pass insurance and securities licensing exams. Keir also offers study aids for CLU, ChFC, CPCU, and CFP certification courses as well as comprehensive review material for the CFP certification national exam. When it comes to exam preparation, Keir delivers the expert resources and proven support that will improve your study experience and maximize your results.
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Kinder Brothers International
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Booth 601
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David Smith
17110 Dallas Pkwy., Suite 220
Dallas, TX 75248
KinderBrothers.com
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TF: 800-372-7110
PH: 972-380-0747
FX: 972-250-3681
dsmith@kinderbrothers.com
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Kinder Brothers International provides sales training and management development programs to top-tier insurance companies worldwide. Its solutions and services are designed to help sales professionals and sales management through such methods as eLearning, classroom, train-the-trainer, video conferencing, and one-on-one coaching. Globally, more than 300 companies have come to rely on Kinder Brothers for training everyone from the agent to the CEO.
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LEAP Systems, Inc.
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Booths 408 and 410
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Rod Miller
1170 U.S. Hwy. 22 East, Suite 204
Bridgewater, NJ 08807
leapsystems.com
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PH: 908-231-1511
FX: 908-231-8448
rmiller@leapsystems.com
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Using LEAP in your agency is both easier and more powerful than ever before. In addition to new enhancements in our Wealth In Motion software, two new systems have been added this year. Wealth Building Cornerstones tackles the retirement income problem with permanent life insurance in an all-new way. And GIVE is the company’s new charitable-giving platform, targeting $ 1 billion in gifts to charity.
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| Liberty Publishing |
Booths 609 and 708 |
Jeffrey Rosen
85 Sam Fonzo Dr.
Beverly, MA 01915
libertyink.com
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TF: 800-722-7270, x122
PH: 617-901-2949
jrosen@libertyink.com |
Liberty Publishing’s time-tested, personally imprinted client and prospect newsletters,
brochures, booklets, and postcards will turn your prospects into clients, solidify your existing client relationships, encourage the cross-selling of products, and increase your commissions and referrals, the company says. If you are a financial planner or advisor, insurance agent or registered representative, accountant or attorney, Liberty’s proven print and electronic communications are a cost-effective way to strategically build your business. |
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The License Coach
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Booth 717
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Michael Goff
825 Market St.
Allen, TX 75013
licensecoach.com
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PH: 214-432-4838; 214-364-4820
mgoff@licensecoach.com
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License Coach is an online provider of education courses designed to help individuals pass a variety of professional licensing examinations, including life, health, property, and casualty insurance, series financial examinations and continuing-education. Its courses offer online videos, flash cards, study plans, cram sheets, glossaries, quizzes, and comprehensive exams.
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The LIFE Foundation
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Booth 716
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Michael Keenan
1655 N. Fort Myer Dr., #610
Arlington, VA 22209
lifehappens.org
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TF: 888-LIFE-777
PH: 202-464-5000
FX: 202-464-5011
mkeenan@lifehappens.org
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The Life and Health Insurance Foundation for Education (LIFE) is a nonprofit organization designed to address the public’s growing need for information and education on life, health, disability, and long-term-care insurance. LIFE also seeks to remind people of the important role agents play in helping businesses, families, and individuals find the right insurance products.
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LIMRA
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Booth 317
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Kathryn Reid
300 Day Hill Rd.
Windsor, CT 06095
limra.com
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PH: 860-298-3902
FX: 860-298-4027
kreid@limra.com
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More than 850 financial services companies in more than 70 countries turn to LIMRA to help build their businesses and improve their performance. They rely on LIMRA’s 90 years of experience in the industry, along with its solutions in assessment, development, and compliance and regulatory services, to help them succeed in today’s rapidly changing marketplace.
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Million Dollar Round Table
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Booths 616, 618, and 620
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Debra Martin
325 W. Touhy Ave.
Park Ridge, IL 60068
mdrt.org
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PH: 847-692-6378
FX: 847-518-8921
dmartin@mdrt.org
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Million Dollar Round Table (MDRT) is an international association of nearly 38,000 of the world’s best life insurance and financial services professionals. Stop by the MDRT booths to see how to drive up your agency’s productivity, and discover how MDRT mentoring helps attain higher production and increase retention.
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| Mobile Assistant, Inc. |
Booth 403 |
Corey Westphal
319 Yard Dr., Suite 100
Verona, WI 53593
mobileassistant.us |
PH: 608-347-2254
cwestphal@ustranscription.com |
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Mobile Assistant is an easy-to-implement, secure, and cost-effective way to accurately document client meeting notes. How it works: Call Mobile Assistant from your phone; speak your notes, impressions, and next steps; then a professional transcriptionist will type your message and email it back to you. Mobile Assistant has no time limit per call and provides professional quality notes by using live, professional transcriptionists here in the USA. Talk, don’t type! Try us for free at www.MobileAssistant.us
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| Kaplan Mobray |
Booth 702 |
Kaplan Mobrey
kaplanmobray.com |
TF: 845-358-6105
info@kaplanmobray.com |
| Kaplan Mobray teaches organizations how to develop inspired leaders, increase employee engagement and productivity, and unify diverse workforces for greater teamwork and company growth. Extolled as truly life-changing events, Kaplan’s engaging presentations provide practical strategies to help individuals succeed in all aspects of life. |
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National Association of Insurance and Financial Advisors
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Booth 611
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Dr. Susan Waters
2901 Telestar Ct.
Falls Church, VA 22042
naifa.org
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TF: 877-866-2432
PH: 703-770-8100
FX: 703-770-8224
membersupport@naifa.org
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Founded in 1890 as the National Association of Life Underwriters, NAIFA is the trade association for financial services professionals nationwide. Comprising more than 600 state and local associations and 50,000 members, NAIFA offers its members unparalleled advocacy and bottom-line benefits.
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| The National Underwriter Company |
Booth 418 |
Mark Laake
5081 Olympic Blvd.
Erlanger, KY 41018
www.nationalunderwriter.com |
Ph: 800-543-0874
FX: 859-692-2145
miaake@sbmedia.com |
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For more than 110 years, the National Underwriter Company has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. With respected resources available in print, online, and eBook formats, National Underwriter remains at the forefront of the evolving insurance industry, delivering the substantial, easy-to-use resources you rely on for success.
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The One Page Business Plan Company
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Booth 300
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Jim Horan
1798 Fifth St.
Berkeley, CA 94710
onepagebusinessplan.com
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PH: 510-705-8400
FX: 510-705-8403
info@onepagebusinessplan.com
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Since 1994, independent agents, owners, and executives from some of America’s most successful financial services companies have used The One Page Business Plan to create clear, concise, and actionable plans. Its consulting, training, and web-based planning and performance management systems are available through our national network of more than 350 senior consultants.
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Polaris One
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Booth 516
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Robert Arzt
10216 Sweetwood Ave.
Rockville, MD 20850
polarisone.com
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PH: 301-610-5624
FX: 301-610-5625
bob@polarisone.com
terry@polarisone.com
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Polaris One is a training and development company dedicated to the financial services industry. It offers individual coaching, management team coaching, and other programs designed to give professionals immediate and significant results in their recruiting, retention, and productivity efforts. Polaris One also offers free teleclasses, monthly e-zines, and collaborative coaching sessions.
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PreLicense.com /WebCE
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Booth 710
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Dan Tromblay
1212 E Arapaho Rd., Suite 200
Richardson, TX 75081
webce.com
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PH: 972-616-1148
FX: 312-263-8680
dan.tromblay@webce.com
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PreLicense.com, a service of WebCE, offers unique online training products to prepare individuals for their state insurance licensing exam, including state-specific courses, Exam prepCoach (a live coaching service pairing the student with a personal mentor) and Exam Tutor (an online practice exam tool and state exam simulator).
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| ProBrilliance |
Booth 519 |
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Machen MacDonald
12114 Polaris Drive
Grass Valley, CA 95949
www.probrilliance.com
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PH: 530-273-8000
Machen@probrilliance.com |
Performance coaching that brings forth your best strategic thinking. Lead with your Mentor Mindset! Optimize your capacity as a leader. Let’s discuss how you can:
- Get clarity around what’s really possible
- Gain more confidence to go make it happen
- Be inspiring to yourself and those you lead
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Richard Weylman, Inc.
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Booths 603 and 605 |
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Richard Weylman
P.O. Box 436
Boca Grande, FL 33921
weylmancenter.com
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TF: 800-535-4332
PH: 941-828-3600
FX: 941-828-3604
richard@richardweylman.com
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Richard Weylman, Inc.’s purpose is to help you “elevate business performance in today’s marketplace.” The organization provides comprehensive consulting, speaking, coaching, and online learning for financial professionals. It works with dozens of GAMA members and their corporate offices to deliver proven practical strategies that increase production as well as recruiting results.
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Sales Activity Management (SAM)
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Booths 201, 203, and 205
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Mickey Straub
15W256 N. Frontage Rd.
Burr Ridge, IL 60527
salesactivitymanagement.com
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TF: 800-254-4SAM
PH: 630-645-1SAM
FX: 630-645-0726
mickey@samusa.com
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SAM’s mission is to help leaders lead and producers succeed by providing the most effective activity management resources available and the training to help you implement them. All of SAM’s tools for success are customizable around your unique culture. We have more than 55,000 clients, and offices in Chicago and Philadelphia.
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Sales Manage Solutions
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Booth 510
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Steve Suggs
10820 Murdock Rd., Suite 103
Knoxville, TN 37932
salesmanage.com
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PH: 865-567-2871
ssuggs@salesmanage.com
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If you are looking for some new and innovative resources for recruiting salespeople, Steve Suggs will have his newest book, Can They Sell — A Sales Leaders Guide to Recruiting Advisors, plus the Recruiting Tools Field Manual, at the Sales Manage Solutions booth (510). Managers from 30-plus financial services companies have purchased this new resource. Come by to learn about this best practice recruiting system. For the past 25 years, the company has been helping sales managers to increase retention, accelerate ramp-up time, and boost sales.
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| Sales Training Series, Inc. |
Booth 502 |
Kevin Johnson
101 E. Redlands Blvd., Suite 245
Redlands, CA 92373
www.salestrainignseries.com |
Ph: 909-528-0547
kevin@salestrainingseries.com |
| We have one goal at Sales Training Series: increasing your selling performance through DVD-based video sales training. Most people would agree the goal of sales training is to increase the performance of salespeople. Closing more clients and building better relationships with them is the best way to increase sales performance. Sales Training Series offers the very best sales training programs created by the most engaging and celebrated authors. These training programs are specially designed to be viewed and implemented in less than one hour. The result of our system is effective sales training that you and your sales force can use anytime and anywhere. |
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| Solomon Exam Prep |
Booth 604 |
Rosemary Kaiser
6750 SW Franklin St., Suite A
Portland, OR 97223
http://solomonexamprep.com |
Ph: 503- 601-0212
Rosie@solomonexamprep.com
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| Solomon Exam Prep has helped thousands of financial professionals pass their Series 6, 63, 65, 66, 7, 24, 36, and other FINRA and NASAA licensing exams. Solomon’s study solutions include online and print exam guides, online exam simulators, audio books, and live and on-demand classes to ensure your representatives pass the first time. Raise your firm’s pass rates and lower your costs with Solomon! |
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| Strategic Breakthroughs |
Booth 316 |
Brian Moran
1798 Holloway Dr., Suite B
Holt, MI 48842
www.12weekyear.com |
Ph: 800-699-3570
FX: 517-699-3570
brian@strategicbreakthroughs.net |
| Less feel-good programs. More effective execution. Would you like to make more money, pay down debt, consistently hit your goals, and outperform the competition — all without working more hours? Take action today to “weatherproof” your financial life by taking The 12 Week Year Challenge. It drives productivity by focusing in on those critical few actions you must execute to achieve your personal and professional goals. |
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Stu Schlackman
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Booth 301
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Stu Schlackman
P.O. Box 852391
Richardson, TX 75085
superiorsalesresults.com
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PH: 214-435-9758
FX: 972-479-0588
stu@superiorsalesresults.com
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Stu Schlackman is The Sales Synthesizer, sharing today’s realities for superior sales results.
He helps insurance and financial services organizations by training from his book Four People You Should Know. Learn how you can better understand what your customers value, how they make decisions, and how they prefer to communicate.
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Securities Training Corporation
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Booth 700
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Maggie Hernandez
17 Battery Pl., Suite 1025
New York, NY 10004
stcusa.com
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TF: 800-782-1223
PH: 212-485-2230
FX: 212-485-2344
mhernandez@stcusa.com
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Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry. From there it went on to become a leading provider of training solutions dedicated solely to the financial services industry. STC now offers a wide variety of study options — from traditional classes and self-study materials to virtual classrooms and online on-demand lectures. In addition, we offer compliance, firm element CE, and life, accident and health pre-licensing training to address service needs.
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The Self Management Group
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Booth 517
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Shanan Marshall
155 Rexdale Blvd., Suite 304
Toronto, ON M9W 5Z8
Canada
self-management.com
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PH: 416-746-0444
FX: 416-746-6484
smarshall@selfmgmt.com
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Self Management Group, a world leader for more than 30 years, is a single-vendor, fully integrated talent management solution. Its validated assessment tools and performance coaching systems are suitable for selection, succession planning, leadership development, career management, training, and coaching.
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Selling In A Skirt
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Booth 505
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Judy Hoberman
206 Manor Pl.
Southlake, TX 76092
sellinginaskirt.com
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PH: 203-605-3635
judy@sellinginaskirt.com
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What do women want? The insurance industry continues to struggle with finding a way to bring more women into the highest levels of production and leadership. Luckily, Judy Hoberman has the answers. Her company, Selling In A Skirt, has programs that zero in on the differences between the way men and women communicate in sales and gives your leadership team a structured way of improving your bottom line with highly productive women and leaders.
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TesTeachers
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Booth 416
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8655 East Via De Ventura E175
Scottsdale, AZ 85258
testeachersonline.com
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PH: 888-422-7714
info@testeachersonline.com
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TesTeachers has more than 35 years of experience providing licensing applicants the highest-quality tools available to pass the insurance and securities licensing exams on the first try. Having evolved from a local, live school to a national e-learning and training organization, it has one goal in mind: to provide the simplest-to-use program that is cost-effective and generates the highest first-time pass ratio of any provider. Its innovative programs include a full lecture course in online streaming format and downloaded format (for a video iPhone, iPod, or iPad), audios of the lecture classes in MP3 format, and online interactive practice and final exams.
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| Top Leaders Coach |
Booth 500
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Tom Guzzardo
1155 Livery Circle
Lawrenceville, GA 30046
topleaderscoach.com
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PH: 678-898-5885
tom@topleaderscoach.com |
| The company offers customized business development and life mastery coaching. |
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Trajectory Consulting
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Booth 400
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John Ramos
4801 Lang Ave. NE, Suite 110
Albuquerque NM 87109
webuildyoulead.com
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PH: 888-798-2501
John@webuildyoulead.com
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Do you need to get more done, with less time available? Do you have troublesome challenges or bottlenecks that you could fix if you only had the time to devote to doing so? Then stop by Trajectory Consulting’s booth for a free subscription to its e-newsletter, The Trajectory Report. You’ll get ongoing tips and ideas that can help you get a better handle on it all. Trajectory can also help you fine-tune your procedures on a coaching basis, or do it for you on a consulting basis. Its motto: “We Build. You Lead.”
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| Trust Builders inc. |
Booth 504 |
Ed Dressel
P.O. Box 1088
Dallas, OR 97338
AskTRAK.com
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PH: 800-773-1138
Suzanne@asktrak.com |
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Trust Builders can help your clients answer their retirement questions. The Retirement Analysis Kit (TRAK) is financial planning software designed for advisors. It is efficient and effective for handling client question about 401(k), 403(b), 457, Thrift Savings (TSP), IRA, and Roth retirement plans. One broker dealer notes that “all of [our] top advisors use TRAK.” And TRAK has been ranked as a top sales tool by a Fortune 100 company.
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Women in Insurance and Financial Services
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Booth 619
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Deb Duffy
136 Everett Rd.
Albany, NY 12205
wifsnational.org
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PH: 866-264-9437
office@wifsnational.org
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Women in Insurance & Financial Services (WIFS) is the only national professional organization solely dedicated to attracting, developing, and advancing women in the insurance and financial services industry.
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