May 8 - 12, 2023
Dallas, TX
Sales & Networking 2023
Success is something we all strive to achieve in both our personal and business lives, but the challenge is: What does it take to move from "Success to Significance"?
Asset has pulled together a line-up of keynote speakers and fellow advisors who will uncover areas of improvement that can guide you on the path to that next level. With topics from leadership to business and relationship building, product positioning, and successful program presentations, this Sales and Networking event will deliver practical, impactful, and actionable steps to move you from "Success to Significance". Join us in Dallas at The Highland Hotel to be a part of Asset's most anticipated annual event where we combine high level training with fun and valuable collaboration with your peers… Asset's Sales & Networking Forum.
Speakers
Chris McChesney
Leadership Consultant
Chris McChesney is a Leadership Consultant, Executive Advisor, and #1 Wall Street Journal Bestselling Author. With Leadership at the forefront of all our successes, Chris will focus on what it takes to be an effective Leader… in our families, with co-workers, for our clients, and in our community.
One of the primary developers of The 4 Disciplines of Execution, and close collaborator with Steven Covey, Chris will focus on how to get results through improved performance. Chris has led the Franklin Covey Organization for more than a decade in the design and implementation of these principles. You won't want to miss this impactful and actionable presentation.
Jason Teteak
Founder & CEO of Rule the Room
Jason Teteak is an author, TEDx Speaker, the visionary founder and CEO of Rule the Room, and has taught more than 1 million people how to flawlessly command attention and connect with audiences in their unique style. He's won praise and a wide following for his original methods, his engaging style, and his knack for transferring communications skills via practical, simple, universal, and immediately actionable techniques.
Find out why many Asset Advisors, both new and experienced, have increased their production and closing ratios after participating in the Asset sponsored Rule the Room courses.
Jason has something to offer to even the most seasoned advisors. At Sales & Networking 2023, he will focus on:
- Getting Your Clients to Set Meetings for You
- Building a Referral-Based Business
- Engaging Referrers to Tee-Up Prospects for You
Anthony "Bud" Hanley
Owner, Legacy Financial Group, Inc.
An Asset Advisor for more than 5 years, Bud Hanley has held a consistent Top 5 ranking over the last several years, and when you hear him speak, you'll understand why.
Bud started in the business years ago doing tax returns and traditional marketing, but through the years he has earned a reputation in his community and with his clients as being someone who helps families keep promises to those they love, and in doing so his business is now driven 100% on referrals.
By sharing with the group some deeply personal reasons why he is so committed to this profession, Bud will explain how his story became a personal “why” which has fueled his passion to not only make important promises to his own family, but to also serve his clients by helping them safeguard the futures of their families. Bud will share his 5-step advisory process and the “5 Promises” he keeps to his clients. There's no doubt you will walk away from this presentation both inspired and privileged to represent this profession.
Advisor Panels & Breakout Speakers
Brian A. Akers, CFP®
Akers Financial Group
Mike Conroy
Michael Conroy and Associates
Joe Duffey
Everest Financial, Inc.
Lisa Green
Union Financial Services
Steve Koch
Koch Financial Services
Todd Manternach, chFC®, CLU®
Accel Wealth Management
Daniel NeSmith
Security First Asset Management
Gabriel Resendez
Integrity Independent Financial & Insurance Services
Robert Richey
Superior Retirement Solutions Wealth Management
Harley Shanklin
RDW Financial Group
Daily Schedule
Monday 5.8.23
All meeting spaces are located on the 2nd floor.
12:00 PM - 6:00 PM
Hospitality Desk and Registration Open
(Foyer - Located on the 2nd Floor)
7:00 PM - 9:00 PM
MAS Welcome Reception @ The Highland Dallas
(5330 - Located on the 1st floor)
Tuesday 5.9.23
All meeting spaces are located on the 2nd floor.
7:30 AM - 8:30 AM
Breakfast
(Opus II, III, & IV)
8:30 AM - 9:15 AM
Welcome, Opening Remarks, and Company Update
Marty McNees, President
9:15 AM - 10:15 AM
Market and Economic Update - "What Your Clients are Thinking"
Bob Seawright, Chief Investment & Information Officer
10:15 AM - 10:45 AM
Break
(Foyer)
10:45 AM - 11:30 AM
Opportunities with RILAs: Product Discussion
Mike Olsen, Due Diligence Analyst
11:30AM - 12:00 PM
Retirement Plan: 401(k) and 403(b) Providers
Villy Fixsen, Chief Operating Officer
12:00 PM - 1:30 PM
Lunch
(Opus II, III, & IV)
1:30 PM - 2:30 PM
Annual Compliance Meeting
Gail Jensen, Chief Compliance Officer
2:30 PM - 3:15 PM
Technology Discussion
Villy Fixsen
3:15 PM - 3:45 PM
Break
(Foyer)
3:45 PM - 4:45 PM
Tax Mitigation Strategies: Opportunity Zones, 1031 Exchanges, & Oil & Gas Programs
Panel Discussion
4:45 PM - 5:00 PM
Closing Remarks
Marty McNees
5:45 PM - 9:00 PM
Asset Kick-Off Party @ Yardbird
Transportation departs from hotel @ 5:45 PM
Wednesday 5.10.23
All meeting spaces are located on the 2nd floor.
7:30 AM - 8:30 AM
Breakfast
(Opus II, III, & IV)
8:30 AM - 5:00 PM
General Session
(Opus I)
8:30 AM - 8:45 AM
Welcome
Jennifer Schendel, President & CEO
8:45 AM - 10:15 AM
Keynote: The 4 Disciplines of Execution: How to Become a Great Leader
Chris McChesney, Leadership Consultant
10:15 AM - 10:45 AM
Break
(Foyer)
10:45 AM - 12:15 PM
Translate Your Vision into Reality: Leadership Panel
Dee Costa, SVP Business Consultant, with Asset Advisors Todd Manternach, Gabriel Resendez, & Harley Shanklin
12:15 PM - 1:15 PM
Lunch
(Opus II, III, & IV)
1:15 PM - 2:45 PM
5 Promises: From Success to Significance
Anthony ”Bud” Hanley, Asset Advisor
2:45 PM - 3:00 PM
EquiTrust Bridge LTC Index Annuity and Wellness Program
Jeff Barnes, EquiTrust & Larry Nisenson, Assured Allies
3:00 PM - 3:30 PM
Break
(Foyer)
3:30 PM - 4:30 PM
Successful Product Positioning: Product Panel
Kurt Metcalfe, Sr. Annuity Sales Consultant with Asset Advisors Brian Akers, Joe Duffey, Lisa Green, Mike Conroy, & Rob Richey
4:30 PM - 5:00 PM
Closing Remarks
Sam Payne, VP Business Consultant
5:45 PM - 9:30 PM
Dinner
Electric Shuffle - Transportation departs 5:45 PM
Thursday 5.11.23
All meeting spaces are located on the 2nd floor.
7:00 AM - 8:00 AM
Breakfast
(Opus II, III, & IV)
8:00 AM - 5:00 PM
General Session and Breakouts
(Opus I, II, III, & IV)
8:00 AM - 9:30 AM
Keynote: The Shift to Significance: Building a Referral-Based Business and Creating Profitable Prospecting Beliefs
Jason Teteak, Founder & CEO of Rule the Room
9:30 AM - 9:45 AM
The Journey Begins with a Step: Sessions Recap
Bruce Beaty, VP Business Consultant
9:45 AM - 10:15 AM
Break
(Foyer)
10:15 AM - 11:30 AM
Breakouts - Round 1
Room 1 (Opus I)
Leverage Client Advocates and Client Events for your Business
How to Leverage Client Advocates and Specific Client Sub-Set Events to Maximize Your Business Growth - Jason Teteak & Bruce Beaty
Room 2 (Opus II, III, & IV)
Preparation is the Key to Accomplishment
What To Do Before, During, and After Your Public Program - Rayna Beaty, Director of Marketing and Creative Services & Abi Jaramillo, Marketing Consultant
11:30 AM - 12:30 PM
Lunch
(5330 - Located on the 1st Floor)
12:30 PM - 1:45 PM
Breakouts - Round 2
Room 1 (Opus I)
The Effective "ReFocus" Seminar
Daniel NeSmith, Asset Advisor & Dee Costa - Learn how Daniel NeSmith presents the ReFocus Seminar with great success.
Room 2 (Opus II, III, & IV)
Product Positioning for Unique Scenarios
Josh VerHoeve, VP Annuity & Life Sales & ReAnn Eidahl, Annuity & Life Sales Consultant - Discover sales opportunities and specific uses for various products.
1:45 PM - 2:00 PM
Passing Break to Next Session
2:00 PM - 3:15 PM
Breakouts - Round 3
Room 1 (Opus I)
The Effective "Estate Planning" Seminar
Mike Conroy, Asset Advisor & Bruce Beaty - Learn how Mike Conroy presents the Estate Planning Seminar with great success.
Room 2 (Opus II, III, & IV)
Mission, Vision, Principles
Jason Teteak & Dee Costa - Discover how to create your "Mission, Vision, Principles (MVP)" statement in this hands-on workshop.
3:15 PM - 3:30 PM
Passing Break to Next Session
3:30 PM - 5:00 PM
Breakouts - Round 4
Room 1 (Opus I)
The Effective "New Retirement Reality" Seminar
Steve Koch, Asset Advisor & Sam Payne - Learn how Steve Koch presents the New Retirement Reality Seminar with great success.
Room 2 (Opus II, III, & IV)
"This is Your Life"
Josh VerHoeve, Jeff Stemler, SVP Advanced Planning, & Asset Advisor Todd Manternach - Understand how Life Insurance takes on different characteristics throughout various stages of life.
6:00 PM - 9:00 PM
Dinner
(The Finch - Meet us there, it's walkable!)
Friday 5.12.23
All meeting spaces are located on the 2nd floor.
7:30 AM - 8:30 AM
Breakfast
(Study Group Rooms)
8:30 AM - 12:00 PM
Study Groups
Study Group
Bruce Beaty (Opus I)
Study Group
Sam Payne (Opus II)
Study Group
Dee Costa (Opus III & IV)
12:00 PM
Lunch
(Foyer)
Sponsors
Platinum Sponsors
Gold Sponsors
Silver Sponsors
About the Venue
Discover the Highland Dallas!
Get excited to experience the luxury boutique, The Highland Dallas by Hilton for Sales & Networking 2023! The Highland has evolved into a mid-century inspired retreat and newly reimagined lifestyle hotel in the heart of Highland Park: across from Southern Methodist University and the George W. Bush Presidential Center, and moments to Katy Trail, great shopping, and other monumental Dallas attractions
Travel Information
There are two airports in Dallas - the Dallas/Fort Worth International Airport (DFW) and the Dallas Love Field (DAL). DFW is a 20-to-30-minute drive to The Highland Hotel (20 miles from the airport) and DAL is a 15-minute drive to The Highland (5 miles from the airport). Please plan your transportation accordingly.
Off-site Events
Frequently Asked Questions
We have events scheduled the entire week of May 8th.
For Asset Advisors who are MAS Reps: We kick off the week with an evening Welcome Reception on Monday, May 8th, followed by a full-day Madison Avenue Securities Training on Tuesday, May 9th.
For All Asset Advisors: Sales & Networking begins the evening of Tuesday, May 9th, through Thursday, May 11th ending at 5:00 PM, with additional pre and post meetings.*
*Study groups are scheduled from 8:00 AM - 12:00 PM on Friday, May 12th. For those attending a study group, there will be an off-site evening for you to attend on Thursday, May 11th.
If you are a main stage speaker, please work with the events team to have your travel approved prior to booking in order to allow for adequate rehearsal time.
We are heading to Dallas, Texas! This year we will be at the spectacular Highland Dallas, Curio Collection hotel in the heart of Dallas' Highland Park neighborhood.
The Highland Dallas, Curio Collection
5300 E Mockingbird Ln
Dallas, Texas, 75206
TEL: 214.520.7969
Study Groups are scheduled on Friday, May 12th from 8:00 AM - 12:00 PM. Breakfast and Lunch will be provided to those attending. Please contact your Business Consultant for specific details and arrange for your flights and hotel rooms accordingly.
Learn more by visiting the hotel website.
Please click the below link to register today!
Registration ClosedIMPORTANT REMINDER: Please be sure to request your rooms through the registration site to take advantage of the block rate and amenities we have secured on your behalf with The Highland.
Requests for pre and/or post stays are based on availability. Space is limited and will be on a first-come, first-served basis. All hotel room costs will be at the attendee's own expense.
The negotiated room rate is $350 per night, not including taxes. You will be required to present a personal credit card for payment upon check in. This room rate is not guaranteed for pre- and post-dates.
Travelers wishing to extend their stay will receive a confirmation email once the hotel confirms availability. Please do not book your air until additional nights have been confirmed.
There is no registration fee to attend Sales & Networking as an Asset advisor. Sessions, receptions, off-sites, as well as breakfasts and lunches during the event will be covered by Asset.
Important Note: You will be responsible for arranging airfare to and from Houston, along with ground transportation to and from the airport. You will also need to provide a credit card at the time of hotel check-in for your hotel stay.
Yes! If your guest will be sharing a room with you, then please indicate that on the registration site.
Here are the fee breakdowns for guests and those sharing rooms:
- Spouse/Staff/Guest rate: $350
- Licensed Advisors must register as an Advisor on the registration site
Access to all presentations and training sessions over the event duration
- Madison hosted Welcome Reception for those attending MAS' full-day session | Monday, May 8
- Madison hosted Breakfast and Lunch for those attending MAS' full-day session | Tuesday, May 9
- Asset & Madison hosted Off-Site Kick Off Party | Tuesday, May 9
- Asset hosted Breakfast and Lunch | Wednesday, May 10 & Thursday, May 11
- Asset hosted Off-Site Mixer | Wednesday, May 12
- Asset hosted Off-Site Mixer for those staying for a Study Group | Thursday, May 11
- Asset hosted Breakfast and Lunch for Study Group Attendees | Friday, May 12
All accommodations include either one King or two Queens. Your specific request will be noted, but cannot be guaranteed.
UBER, Lyft, taxis, and car rentals are all available. The Highland's Concierge would be delighted to assist you with your travel plans, and are local experts who would love to help make your trip to Dallas even better. Please feel free to reach out to the hotel and request the concierge by calling: 214.520.7969.
If driving, please note: Self-parking is not available.
Hotel Overnight Valet Parking includes in and out privileges at a rate of $ x per day.
All General Sessions, Breakouts, & Study Groups
Business Casual
- For men that would include nice slacks, crisp button down shirts, nice shoes, with the option of wearing a sport coat.
- For women: nice pants, skirt, blouse, dress.
Note: Conference ballrooms tend to be chilly so please bring a blazer or a sweater.
Welcome Reception & Off-Site Events/Mixers
Smart Casual
(Neat and comfortable; anything smarter than a tracksuit, but less formal than a suit)
- For men that would include a nice shirt paired with denim jeans, khakis, or trousers. Sport coats are optional.
- For women: That means a blouse paired with denim, trousers, skirt, or a casual dress.
Tip: Wear layers and comfortable shoes
Unpredictable! The average weather in Dallas is expected to range with highs in the upper 80s and lows in the 60s. Rain is not out of the question, with a projected average of 5 inches this month.
Planner Tip: Check the local forecast before packing for your trip.
There is an opportunity to indicate special dietary restrictions during the registration process. We will do our very best to accommodate your requests.
There are both a hospital and urgent care facility located within close proximity of the hotel.
Please note: You should discuss any existing medical issues/concerns with your healthcare provider prior to participating in this program and alert them to your dates of travel.
We will try to accommodate as best as possible, however, due to availability we cannot guarantee a change will be possible.