2018 Agenda

Thursday, November 8, 2018
Travel Day (All Attendees)

Fly in and get settled in your room. Informal meet ups and dinner groups (dutch) will be available. The best places to stay nearby are the Sheraton Grand Chicago or the Lowes Chicago hotels right off Michigan Drive (a lovely 5 minute walk to the Gleacher Center). The Intercontinental is also right there.

Friday, November 9, 2018 Celebrity Platform Day	General Admittance: $2200 Per Seat Early bird or group discounts may apply. Check the registration page to see what’s available.
8:00 – 8:30 am	Registration and continental breakfast / networking Gleacher Center (tiered classroom, #206)
8:30 – 8:45 am	Welcome and Overview Jonny Swift, Master of Ceremonies
8:45 – 9:30 am	Communication Skills – Part 1 Written and Spoken Words Maribeth Kuzmeski Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of seven books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. Special bonus: Everyone attending The Advisor Thought Leader Summit will receive a digital copy of Maribeth’s book, 85 Million Dollar Tips for Financial Advisors!
9:30 – 10:15 am	Communication Skills – Part 2 Body Language and Presence Marie Swift Marie Swift, President of Impact Communications, is a nationally recognized consultant who has for over twenty years worked exclusively with some of the industry's top financial institutions, investment advisory and financial planning firms. A top rated speaker at events hosted by FPA, NAPFA, NFL Players Association, Pershing, TD, Schwab and more, Marie is also a prolific writer and contributes to many of the industry’s leading publications.
10:15 – 10:45 am	QuickTakes x3 Three special guests will make cameo appearances. Each will deliver a short motivational talk packed with golden nuggets, hyper-focused on a single idea that will help you build your credibility platform. Stephen Wershing, President of The Client-Driven Practice ... on the Power of Hyper Focus Tina Powell, Founder and CEO, C-Suite Social Media ... on How to Become a TEDx Speaker Sponsor Spotlight: Our wonderful sponsors will have a few minutes to introduce themselves and share a little about their firms and how they can help you solve a variety of business needs
10:45 – 11:00 am	Break
11:00 – 11:30 am	Book Author Keynote Mindset, Creativity and Innovation John Wasik
11:30 – 11:45 am	Book Signing and Celebrity Photos / Lunch Box Selection John Wasik, a veteran financial journalist and author of 17 books, will have copies of his latest book, Lightning Strikes , with him. Buy a copy, get it autographed and snap a celebrity photo with John. Stephen Wershing, a.k.a. “The Referral Doctor”, will have copies of his book, Stop Asking for Referrals with him. Buy a copy, get it autographed and take a celebrity photo with Steve. Tony DiLeonardi, a professional speaker and book author, will have copies of his latest book, Legacy Letters: A Short Story of Personal Transformation, with him. Buy a copy, get it autographed and take a celebrity photo with Tony. Maribeth Kuzmeski, PhD, a professional speaker and book author, will have copies of her latest book, The Connectors: How The World's Most Successful Businesspeople Build Relationships and Win Clients for Life, with her. Buy a copy, get it autographed and take a celebrity photo with Maribeth. Stop by the lunch box selection table and determine what you want to take back into the room with you once this quick interactive break concludes.
11:45 – noon	Special Guest Presenter: Julie Cronin, John Hancock Grab a lunch box and bring it back into the meeting room. FlexShares will share a few thoughts. Then, we'll be hearing from special guest presenter Julie Cronin on Communicating Your Value.
12:00 – 1:00 pm	Celebrity Panel Building Celebrity, Establishing Your Platform Stephen Wershing (moderator) with panelists Angie Larsen, John Wasik, Marie Swift and Maribeth Kuzmeski
1:00 – 1:30 pm	Camera Skills – Part 1 How to Be Camera Ready and Become a "Go-To Pro" Angie Larsen Angie Larsen spent 14 years honing her on-camera skills as a news anchor for ABC 4 News in Salt Lake City, and talk show host on the Emmy Award-winning “Good Things Utah.” She is now a speaker and studio producer. Fun fact: she has produced shows include Howie Mandel, Dr. Oz, and other television celebrities.
1:30 – 2:00 pm	QuickTakes x3 Three special guests will make cameo appearances. Each will deliver a short motivational talk packed with golden nuggets, hyper-focused on a single idea that will help you build your credibility platform. Tony DiLeonardi, founder of Third Quarter Advisors ... on Creating Trust with Current and Prospective Clients David New, Seminar Strategist for White Glove Workshops ... on Social and Digital Prospecting Bob Veres, Editor and Publisher of Inside Information ... on Becoming a Thought Leader
2:00 – 4:30 pm	Interactive Workshop with “Skill Stations” Rotate around the room and: Hone your camera skills via an individual video interview with Angie Larsen (we will produce the footage and send it to you for your subsequent use) Glam it up like a red carpet movie star with a professional photo alongside Maribeth, Marie and Angie in front of the Thought Leader Wall (we will produce and send you the high resolution photo for your subsequent use) Work on your news release (everyone will have a template to use and “make their own”) Get social media insights and an online review from experts Learn how to set up your own simple video studio by examining our set up and equipment list Get 1:1 advice from Maribeth and Marie on “how to get booked” for local radio and television opportunities, how to work yourself into print and digital media stories, etc. Special bonus: Everyone attending with take home a special Executive Media Manual produced by Impact Communications that will tell you exactly what to do – and what not to do – when working with the media. This go-to manual will be especially helpful if you want to do your own PR once you get home!
4:30 – 5:00 pm	Wrap up in main room together
5:00 – 6:00 pm	Reception and networking (with selfies for social media promotion)

Saturday, November 10, 2018 Premier Advisor Day	Supplemental Fee: $4000 per Talk No additional cost to stay and observe!
8:00 – 8:30 am	Please eat breakfast on your own and arrive with coffee or water in hand, as you wish. Hair and makeup starts at 8:00 am. The first shoot starts at 8:30 am. Gleacher Center, University of Chicago.
8:30 – 12:30 pm	4 Premier Advisors will shoot individual “Thought Leader Talks” Imagine a TED Talk, 8-10 minutes long. Only this time YOU are telling a group of other Advisor Thought Leaders in a controlled setting WHY you are so passionate about your work as a financial advisor. Prior to arriving, Marie and Maribeth will help you script your talk and prepare for your LIVE video shoot at The Advisor Thought Leader Summit. We’ll provide individual feedback before and after each Thought Leader Talk – in gentle “hot seat” fashion. Talks to be scheduled per person in advance so you will know what time you’re on! A makeup artist will be available but must be scheduled in advance. Each Thought Leader Talk will be individually produced and sent to you for subsequent use on your website, social media, etc. You will never regret telling your story and working with Maribeth and Marie “and crew” to capture your passion, purpose and mission on video this way.
12:30 – 2:00 pm	Wrap up, pack up and clear out Those who want to grab lunch, we will walk to close by cafe, our treat. Catch an afternoon flight home or stay an extra night to enjoy shopping, the famous Chicago museums, or an architectural river cruise on Sunday.