2019 Agenda
Sunday, August 11, 2019 Travel Day (All Attendees) |
Fly in and get settled in your room. The best places to stay nearby are the “Country Club Plaza” in Kansas City, Missouri. Delegates: Many who are flying in from out of town have asked to coordinate rides to/from the KC airport. At this time, we know of people landing at 11:30 am, 2:00 pm and 5:00 pm on Sunday, August 11th. To add your own logistical information and coordinate rides, click here: MESSAGE BOARD FOR RIDES AND ETC. Students: We have two AirBNB houses reserved and you can check in at 3:00 pm and 4:00 pm (depending on your house assignments) on Sunday, August 11th. Watch for an email and/or Google Calendar invitation for lockbox code and address. Marie Swift will meet you there and help with keycode, check in, introductions, etc. If you are in a pinch or need help, here's Marie's cell phone: 913-961-4030 All: Pop in for a quick drink or light dinner at "Rye Plaza" on Sunday night. Everyone will order and pay on their own. There are two tables for 8 reserved at 6:30 pm and we can always spill over into the bar. Learn more at: Rye (On the Country Club Plaza) https://ryekc.com/plaza/#contact Many ATLS delegates seem to be staying at the Marriott Country Club Plaza so please look to Uber/Lyft over to Rockhurst University together on Monday morning. |
On Monday morning, you will need to grab an Uber/Lyft to Rockhurst University (a 10-minute drive each way):
1. Tell the Uber/Lyft driver to **enter the campus on 54th Street** (off Troost). You will see the Rockhurst signage and the Rockhurst Community Center building right there at the SOUTH entrance to the campus.
2. Follow the road around past the guard house (if manned, tell them you are coming to a special event at the Science Center). Park anywhere right there.
3. Walk down the promenade to the first big building on your left (the Science Center).
4. Come in through the main door of the Science Center (big white modern-looking building). Find the elevators or the stairs at the end of that long hallway. Come to the 3rd floor where you will see our registration table and smiling faces.
1. Tell the Uber/Lyft driver to **enter the campus on 54th Street** (off Troost). You will see the Rockhurst signage and the Rockhurst Community Center building right there at the SOUTH entrance to the campus.
2. Follow the road around past the guard house (if manned, tell them you are coming to a special event at the Science Center). Park anywhere right there.
3. Walk down the promenade to the first big building on your left (the Science Center).
4. Come in through the main door of the Science Center (big white modern-looking building). Find the elevators or the stairs at the end of that long hallway. Come to the 3rd floor where you will see our registration table and smiling faces.
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Look! Here's a handy PDF with all your logistics/prep info ready to download and bring with you -------->
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Monday, August 12, 2019 Celebrity Platform Day |
Single ticket: $995 Group discounts may apply. More than one person? Contact us to discuss a special package. |
7:30 – 8:00 am |
Registration and Networking (Continental Breakfast Provided) Rockhurst University, Science Center, 3rd Floor Lecture Hall (come to the main entrance and look for the lawn signs directing you to the right entry points) |
8:00 – 8:15 am |
Welcome and Orientation Jonny Swift will open up the event and introduce Marie Swift and Maribeth Kuzmeski, who will set the stage for the day, give you the lay of the land and tell you what to expect. Introduction: Special guests |
8:15 – 9:15 am |
Communications Skills – Part 1 Strategies for Standing Out in A Crowded Field 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. In this segment, she will share what she has learned over 20+ years working with advisors and other thought leaders, and how she has positioned herself as well to stand out in a crowded field. 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! |
9:15 – 10:15 am |
How to Create Your Own Credibility Platform Tips from Nationally-Known Advisors Advisors who have successfully created their own credibility platform will share how they did it – and how you can, too.
Moderator: Marie Swift, Impact Communications |
10:15 - 10:30 am |
Break |
10:30 – 11:00 am |
QuickTake Presentations These special guests will deliver short motivational talks packed with golden nuggets, hyper-focused on a single idea that will help you build your credibility platform and communication skills.
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11:00 am – 12:00 pm |
Communication Skills – Part 2 Body Language and Presence 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. In this segment, she will get everyone talking about their biggest fears and successes when it comes to public speaking, working with the media and communicating in a more powerful way. We’ll even practice, as a group, doing some of the grounding exercises she will share. Camera Skills How to Look Your Best and Ace Every Interview Pam Krueger, Marie Swift, Maribeth Kuzmeski will bring their collective experience to share with Summit attendees tips for video and television success, including where to look, what to wear, how to stand, best ways to project yourself and much more. This segment of war stories and advice will set the stage for what’s to come as everyone gets amped up for their 2-minute Thought Leader Interview with Pam (numbers will be assigned and you will step out of the room to work with Pam one-on-one as the day progresses). You will have time to think about and write down the 3 big questions you want Pam Krueger to ask you during your video interview with her -- and will practice your answers with a peer (prior to actually being on camera later this day). 4 Tips -- What to Wear for Your Video Interview with Pam Krueger:
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12:00 – 12:30 pm |
Box Lunches / Video Equipment Demonstration & Tips Create Your Own In-Office Video Studio Jonny Swift and his onsite video team will provide tips on buying the right equipment for DIY content creation in your own office. They will also talk about capturing video and audio content – whenever and wherever you are inspired and see the opportunity to capture something good. |
12:00 – 4:00 pm |
Summit attendees will be assigned numbers. Then between 12 pm and 4 pm they will be waved into the video shooting area for their 2-minute Thought Leader Interview with Pam Krueger. |
12:30 – 1:00 pm |
QuickTake Presentations These special guests will deliver short motivational talks packed with golden nuggets, hyper-focused on a single idea that will help you build your credibility platform and communication skills. 1. James Combs from National Advisors on ... Leading Through Transformation 2. Leigh White from Myriad Advisor Solutions on ... Delivering an Amazing Client Experience 3. Student Spotlight: We will have some fresh, young faces in the audience. These PFP students are eager to say hello and share some of their ambitions and interests with us. So far, K-State UVU, and MU are sending students and faculty. Other schools may be announced as well. A BIG THANK YOU to Abacus Wealth Partners and president JD Bruce for making this a reality and helping to offset the students' travel / participation costs. |
1:00 – 1:45 pm |
Interview Practice Hot Seat Coaching for a Few Brave Souls Marie and Maribeth will work with a handful of advisors in front of the room. They will walk the advisors through a couple of interview and presentation settings and will provide feedback that will benefit everyone attending. |
1:45 – 2:15 pm |
Using a Book to Open Doors and Turn Heads Amy Buttell of Lake Effect Creative has helped hundreds of financial experts to get their words on the page -- in a way that makes their ideas clear, substantial, and memorable. Amy is a champion for financial advisors. Her superpower is translating industry jargon, mish-mashed ideas, and data-based gobbledygook into compulsively readable, clear-as-a-(closing)-bell stories -- stories that actual, non-industry humans want to read. If you are too busy working with clients and closing deals to write a book, Amy has news for you: writing a book could be one of the best marketing investments ever and you can get it done (in this lifetime) with the right approach. Amy will deliver a 10 minute motivational speech to get our minds and hearts engaged. She will then be joined on stage by Marie Swift, Maribeth Kuzmeski and other crowdsourced volunteer experts who will answer all those questions that have been tugging at the corners of your mind:
Moderator: Jonny Swift, Impact Communications |
2:15 – 2:30 pm |
Break |
2:30 – 3:30 pm |
Content Development Strategies & Public Relations Insights Developing Your Messaging Theme & Becoming a Sought-After Media Source Led by: Marie Swift and Maribeth Kuzmeski This interactive segment will focus on messaging and building your own platform. Maribeth and Marie will also share tips on working with the media, including pitching yourself and “getting booked” for local radio and television opportunities, working 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! |
3:30 – 4:00 pm |
QuickTake Presentations These special guests will deliver short motivational talks packed with golden nuggets, hyper-focused on a single idea that will help you build your credibility platform and communication skills.
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4:00 – 4:30 pm |
Wrap up in main room together |
5:00 – 8:00 pm |
Dinner and networking - hosted by National Advisors Join us for cool beverages and a nice Kansas City BBQ dinner! Jim Combs, CEO of National Advisors, and his team will host us at their spacious Kansas City headquarters. Transportation will be provided from Rockhurst University to the dinner location. Local drivers, meet us at: National Advisors Trust Company 800 E 101st Terrace #300, Kansas City, MO 64131 |
Tuesday August 13th, 2019 Premier Advisor Day |
Supplemental Fee: $4000 per recorded/produced Thought Leader 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. We will be in the same room as Day One: Rockhurst University, Science Center, 3rd Floor Lecture Hall. |
8:30 – 12:30 pm |
5 Premier Advisors will shoot individual “Thought Leader Talks”
Interested in being a part of the studio audience? There is no charge to watch, learn and be inspired! Simply show up and respect the process. For those interested in applying for the final slot available: Imagine a TED Talk 10-18 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, a professional coach 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 Catch an afternoon flight home or stay an extra night to enjoy shopping on the Country Club Plaza, the famous Kansas City BBQ and jazz, the Nelson Atkins Museum, or an evening in the hip new Power & Light District (Google for shows/games at the Kaufmann Performing Arts Center, Royals Baseball Stadium, KC Sporting Soccer Stadium, Midlands Theater, Sprint Center, etc.). |