Ready to step into the spotlight?

THE 2018 ADVISOR THOUGHT LEADER SUMMIT
  • The Advisor Thought Leader Summit will be an experience you’ll never forget.
  • In order to create a more powerful, interactive experience, the Advisor Thought Leader Summit will be open to a small group of financial advisors, only.
  • This exciting 2-day summit will provide much more than just learning, information and insights.​
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​Financial services marketing professionals Maribeth Kuzmeski of Red Zone Marketing and Marie Swift of Impact Communications are partnering to create a totally unique EXPERIENCE where we not only teach but also actually get some work done.
Through individual and group coaching, you will learn:
  • How to work with the mainstream media and position yourself as the go-to source when it comes to personal finance and investment strategy
  • How to improve your personal presence and presentation skills – including what to wear and how to be on camera
  • How to communicate – verbally and in writing – in a more powerful and compelling way
  • ​​Benefits of writing a book or building a credibility platform based on a thought leadership blog
Maribeth Kuzmeski, PhD, Marketing Strategist, Author & Speaker
Marie Swift
​PR Strategist, 
​Author & Speaker
Special Celebrity Guests
In addition to learning from Maribeth and Marie, you will spend time learning from Angie Larsen who 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.”

​Also making a special guest appearance: award-winning author/journalist John Wasik, who will talk about creativity, innovation and building a thought leadership platform of your own.

Stephen Wershing, CFP®, author of Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, will in a QuickTake Presentation talk about the power of focus when it comes to niche marketing.

​Tina Powell, Founder and CEO of C-Suite Social Media, will in a QuickTake Presentation tell us how she structured and delivered her own TEDx talk – and how you, too, can become a TEDx speaker.

Tony DiLeonardi, book author and founder of Third Quarter Advisers, will in his QuickTake Presentation, provide the secret to creating trust with strategic partners as well as current and prospective clients.

Bob Veres, Editor and Publisher of Inside Information, will in a QuickTake Presentation talk about the importance of becoming a thought leader – and how it can enhance your business success.
Angie Larsen
Studio Producer, Speaker, Journalist
​John F. Wasik
Author, Speaker, Journalist
​Stephen Wershing
Author, Speaker, Consultant
Tina Powell
TEDx Speaker, Marketing Coach
Tony DiLeonardi
Author, Speaker, Consultant
Bob Veres
Author, Speaker, Journalist
MORE THAN JUST LEARNING “HOW TO”
Think of the Advisor Thought Leader Summit as “media training on steroids” – not only will we teach you everything we know about being a media magnet, but …
 
Every participant will walk away with a suite of digital assets to use on their website, in email campaigns and on social media:
  1. ​Photos of you with the celebrities onsite
  2. A video interview with one of the celebrities onsite (your passion, purpose and reason for attending the summit in 2 minutes or less)
  3. A press release to customize and use online and with media outlets
  4. Tips sheets on camera skills and setting up your own video studio in your very own office
  5. Worksheets on how to develop a more compelling message and stronger online presence
  6. A digital copy of Maribeth Kuzmeski’s book, 85 Million Dollar Tips for Financial Advisors
  7. 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
  8. Option to pre-script with a coach’s help and record live on Nov. 10 a longer Thought Leader Talk (see more below)
  9. Special incentives for those who sign up by Oct. 9:
    a.  A personalized Media List for your city's media outlets to use as your own + advice on how to use it to share your customized news release, photos and videos from the Advisor Thought Leader Summit
    b.  A pre-event phone call with one of the Faculty members to help you hone your value proposition and show up more ready for the live experience in Chicago
​These digital assets will give you a credibility-boosting springboard and help you achieve “slightly famous” status with your clients, prospects, centers of influence and local media outlets.
​In addition, Premier Level attendees will shoot a longer Thought Leader video:
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  • Imagine being able to use your own 8-10 minute video where you are the thought leader presenting to an audience at the Gleacher Center in a kind of “TED-Talk” style.
  • This special digital asset will be professionally produced and provided by Impact Communication's Video Productions Group​.
  • Coaching and scripting in advance is included (Maribeth or Marie will work with you in advance to craft the speech you always wanted to give).​
  • Onsite hair and make-up will be provided for those who want it.
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​If you're ready to step into the spotlight, please join us for the upcoming Advisor Thought Leader Summit in November.

​2018 Advisor Thought Leader Summit
University of Chicago, Gleacher Center
https://www.gleachercenter.com/about
Downtown Chicago, IL
Nov. 9th and 10th, 2018
Plan to fly in Nov. 8th (Thursday) as we will begin bright and early on Nov. 9th. We’ll work all day together on Nov. 9th (Friday) and most of the day on Nov. 10th (Saturday). You should be able to catch a flight home late afternoon / early evening Nov. 10th – or spend the extra night and enjoy Downtown Chicago on your own on Saturday night / Sunday.
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