San Diego Skyling Balboa Park Bird Aviary Coronado Hotel Gaslamp Quarter Little Italy

Sales & Networking

InterContinental San Diego, CA

March 11 - 13

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About the Event

Asset’s Sales and Networking event this year will focus on making the client connection.

Developing those everlasting connections starts with program presentations, continues throughout the planning process into the plan presentation and ultimately the sale. Gaining a client’s trust can be securely established throughout the entire process by making simple changes that will lead to that all-important lifetime client connection.

For Madison Advisors, all of the training delivered on the March 11th training day is designed to complement this year’s theme. Whether or not you are a program producer, our goal for this event is to supply each of you with tactical ideas that can be implemented immediately throughout the sales cycle, creating a distinct increase in your numbers.

From fact finding to uncovering the individual needs of each client, to handling objections and presenting the best solutions – our Keynote Speakers and your fellow advisors will show you how to build connections and keep the client engaged throughout the entire process. We will also reveal results from an eye-opening client survey of over 3,000 program attendees that will astound you!

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Hotel Highlights

Set just a block from the Embarcadero and San Diego Bay, this newly opened and highly anticipated downtown addition brings renewed sophistication to America's Finest City.

This contemporary, upscale hotel is centrally located, only 2 miles from museums and the world famous San Diego Zoo in beautiful Balboa Park, and 3 miles from the San Diego International Airport.

Their sleek rooms come with flat-screen TVs, tea and coffeemakers, stocked minibars, plus safes, Wi-Fi (fee waived for Asset Attendees), and Valet and self-parking (fee). Enjoy fabulous views of the San Diego Bay from rooms featuring floor-to-ceiling windows or have a taste of home in one of their suites that include living rooms, wet bars and dining areas.

Hotel amenities include a 24-hour business center, steakhouse, an international restaurant, 24-hour room service, valet parking, as well as a relaxation pool with cabanas.



In sunny San Diego, with your fellow advisors discussing ways to improve your business.


Keynote Speakers

Learn more about speaking in public and the power of personal relationships.



These trainings from seasoned advisors will offer concepts to boost your business.


Join us at the spectacular new InterContinental Hotel, just steps away from San Diego Bay, from March 11th through March 13th (or March 10th through the 13th for Madison Advisors) with optional Study Group meetings on March 14th.

Included in the Sales & Networking training, you will also enjoy off-site evening activities allowing you to take advantage of the networking opportunities which this event is known for.

Download the Madison Agenda Download the Asset Agenda
Sunday March 10, 2019
10:00am - 4:00pm
MAS Brain Trust
Harbor, 2nd Floor
12:00pm - 6:00pm
Registration + Hospitality Desk
Ground Level Entry
6:00pm - 8:00pm
MAS Welcome Reception @ InterContinental
Vistal PD + Terrace, 3rd Floor
Welcome to San Diego! We look forward to spending time with you on the patio of Vistal’s Private Dining Space. Nothing beats great company, food, and drinks with a view!
Monday March 11, 2019
7:30am - 4:45pm
MAS Training Day
Pacific Ballroom C/D, 2nd Floor
7:30am - 8:30am
Bayview, 2nd Floor
8:30am - 4:45pm
General Session
Pacific Ballroom C/D, 2nd Floor
8:30am - 8:45am
Welcome & Opening Remarks
Marty McNees President with Jennifer Schendel AMS President & CEO
8:45am - 9:15am
Madison Company Update
Marty McNees President
9:15am - 10:05am
Annual Compliance Meeting
Gail Jensen CCO with Madison Compliance Team
10:05am - 10:30am
Cybersecurity Training
Casey Cotton Chief Technology Officer
10:30am - 11:00am
Pacific C/D Foyer, 2nd Floor
11:00am - 12:00pm
The Holy Grail: Power in an Age of Fee Compression
Bob Seawright Chief Investment Officer
12:00pm - 1:00pm
Bayview, 2nd Floor
1:00pm - 1:10pm
Afternoon Introduction
Marty McNees
1:10pm - 2:10pm
Delivering an Exceptional Client Review
Jen Gloss VP, Practice Management Consultant, AssetMark
2:10pm - 3:00pm
Client Reviews: What’s Working?
Moderators:Jen Gloss & Bob Seawright with Madison Advisors: Kelli Gabriel & Jim Noack
3:00pm - 3:30pm
Pacific C/D Foyer, 2nd Floor
3:00pm - 4:30pm
The Right (and Wrong) Way to Create an Advisor Value Proposition
Steve Berglund VP Practice Management, Pershing
4:30pm - 4:45pm
Closing Remarks
Marty McNees & Josh VerHoeve
5:45pm - 9:30pm
Asset Kick-Off Party
@Broadway Pier, Casino Cruise
It’ll be a night to remember, as we turn one of San Diego’s finest yachts into a casino, while we cruise the bay.

Board the California Spirit from the Broadway Pier @ 6:00pm
Tuesday March 12, 2019
7:30am - 8:30am
Bayview Terrace, 2nd Floor
8:30am - 5:00pm
General Session
Pacific Ballroom C/D, 2nd Floor
8:30am - 8:40am
Jennifer Schendel, AMS President & CEO
8:40am - 8:45am
Event Overview
Sam Payne, VP, Business Consultant
8:45am - 10:15am
How to Stand Out and Own the Room every Time You Speak
Deirdre Van Nest, Keynote Speaker
10:15am - 10:45am
Pacific C/D Foyer, 2nd Floor
10:45am - 12:15pm
How Even the Best Can Get Better
Dee Costa, Sr. VP, Business Consultant
12:15pm - 12:30pm
How to Grow Your Practice Through White Glove’s Triple Guaranteed Seminar Program
Missy Aris, Senior Account Executive, White Glove Workshops
12:30pm - 1:30pm
Bayview Terrace, 2nd Floor
1:30pm - 2:20pm
Breakout: Session 1
Income Planning Tools & Kai-Zen Marketing Opportunities
Pacific A
Rayna Beaty, Dee Costa, & Lexie Giusti
Creating Sales Opportunities through Annuity Product Niches
Kurt Metcalfe
Exclusive Asset Offering — Estate Docs Pro
Pacific B
Bruce Beaty, John Gardner, and Mike Conroy
2:20pm - 2:30pm
2:30pm - 3:20pm
Breakout: Session 2
Income Planning Tools & Kai-Zen Marketing Opportunities
Pacific A
Rayna Beaty, Dee Costa, Lexie Giusti, & Travis Fratini
Creating Sales Opportunities through Annuity Product Niches
Kurt Metcalfe
Life Sales Opportunities with New Asset Tools
Pacific B
Josh VerHoeve
3:20pm - 3:30pm
3:30pm - 4:20pm
Breakout: Session 3
Exclusive Asset Offering Estate Docs Pro
Pacific A
Bruce Beaty, John Gardner, & Mike Conroy
Creating Sales Opportunities through Annuity Product Niches
Kurt Metcalfe
Life Sales Opportunities with New Asset Tools
Pacific B
Josh VerHoeve
4:20pm - 4:30pm
4:30pm - 5:00pm
Recap & Housekeeping
6:15pm - 9:30pm
@Puesto (Transportation departs at 6:15PM - Event starts at 6:30pm)
You can’t leave San Diego without having some of the best Tacos out here! Our transportation this evening will be a little unorthodox – but a lot of fun!

Transportation departs at 6:15 PM
Wednesday March 13, 2019
7:30am - 8:30am
Bayview, 2nd Floor
8:30am - 4:10pm
General Session
Pacific Ballroom C/D, 2nd Floor
8:30am - 9:45am
Low-Cost Marketing that Generates High Quality Clients
Your Marketing Consultants, Lexie Giusti, Jessica Stallings, & Sheeva Izadi with Asset Advisors: and Bill Danner, Gabe Resensez, Lisa Green, Esa Jokela
9:45am - 10:15am
Pacific C/D Foyer, 2nd Floor
10:15am - 11:30am
The Art of Connection
Ty Bennet, Keynote Speaker
11:30am - 12:30pm
Bayview Terrace, 2nd Floor
12:30pm - 1:00pm
Objections, You Gotta Love Em
Asset Advisors: Marty Willenborg & George Arocha, & Dee Costa, Sr. VP, Business Consultant
1:00pm - 1:30pm
Creating That WOW Experience
Steve Koch, Thomas Davis, Asset Advisors
1:30pm - 2:00pm
Using Humor & Analogies to Highlight the Need
Joe Duffey, Asset Advisor
2:00pm - 2:30pm
Pacific C/D Foyer, 2nd Floor
2:30pm - 3:00pm
Simplicity Sells
Chad Bughi, Asset Advisor
3:00pm - 3:30pm
Making the Sale is Easy if You Have the Right Combination
Marty Willenborg & George Arocha, Asset Advisors
3:30pm - 4:00pm
Keeping the Connection
Bruce Beaty, VP, Business Consultant & John Gardner, Asset Advisor
4:00pm - 4:10pm
Closing Remarks
Jennifer Schendel & Josh Ver Hoeve, VP, Annuity & Life Distribution
4:30pm - 6:15pm
Asset PAB
Executive Boardroom, 2nd Floor
6:00pm - 10:00pm
Off-Site Mixer @ Punch Bowl Social
Transportation departs at 6:00pm, event starts at 6:30pm
Our final night out will be a blast at this famous renovated boxing marquee. Tonight everyone wins - as we enjoy friends, food, and games in true Cali style!

Transportation departs at 6:00pm
Thursday March 14, 2019
8:00am - 1:00pm
Post-Event Meetings
Dee's Study Group
Balboa A/B, 4th Floor
Sam's Study Group
Hospitality A, 4th Floor
Bruce's Study Group
Balboa A/B, 4th Floor

A working breakfast & lunch will be provided to those attending Study Groups

Keynote Speakers

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    Deirdre Van Nest is the undisputed, go-to expert in the insurance and financial services industry on the topic of speaking! She created the Crazy Good Talks™ Blueprint, a system that teaches financial professionals how to build their brands and bring in business through the power of speaking.

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    Ty is the founder of Leadership Inc., a speaking and training company with a mission to empower individuals and organizations to challenge their status quo, cultivate exceptional relationships, and compete in extraordinary ways. He’s changing lives– one leader at a time.

Our Sponsors

White Glove
American Equity
Delaware Life
Leading Reponse



InterContinental San Diego
901 Bayfront Ct
San Diego, CA 92121

Asset Marketing Systems
15050 Avenue of Science
Suite 100
San Diego, CA 92121


InterContinental San Diego
(619) 501-9400

Asset Marketing Systems
(888) 303-8755


InterContinental San Diego

Asset Marketing Systems