PROGRAM
Welcome to Carlsbad and IFG’s Inspire 2024! We are thrilled you could join us in California at such a busy time of year. Your presence, interest, and drive to learn are crucial to making Inspire a success.
Although this conference will include case study workshops and coaching in a “boot camp” style setting, this conference is not just about learning. It’s about inspiring you to take your career to new heights and empowering you to excel in your growing practice. We encourage you to immerse yourself fully in the sessions, ask questions, and build relationships that will support you through your career.
Inspire would not be possible without the commitment and active participation of the strategic partners who are here with us. Our partners are looking forward to learning more about you and your business, and we encourage you to engage with them in the exhibit room during breaks, cocktail hours and dine-arounds. We hope that you will enjoy learning more about exciting products and solutions in a relaxed, fun environment.
We hope this conference inspires you to grow and transform your business in the upcoming year.
Scott Heising Founder, President & CEO
David Fischer Co-Founder & CMO
AGENDA
WEDNESDAY, NOVEMBER 6, 2024
3:00pm - 5:00pm Registration Grand Foyer
5:00pm - 7:00pm Networking & Cocktails Grand Ballroom CD
THURSDAY, NOVEMBER 7, 2024
7:00am - 5:00pm Hospitality Desk/Registration Grand Foyer
7:30am - 8:30am Breakfast Buffet California Salon
8:30am - 8:45am Welcome & Opening Remarks
Chad Cristo, SVP, National Sales & Marketing Grand Ballroom AB
8:45am - 9:45am Opening Keynote Delivering Value that will Never be Undervalued
Mitch Anthony, Founder & President of Advisor Insights Inc. Grand Ballroom AB
9:45am - 10:05am Break Grand Ballroom CD
10:05am - 10:35am Advisor Idea Exchange Introduce yourself & share best ideas Grand Ballroom AB
AGENDA
THURSDAY, NOVEMBER 7, 2024
10:35am - 11:05am Advisor Presentation
How to Deliver Effective Client Events
Ari Crandall, IFG Elite Advisor
Josh Koehnen, IFG Elite Advisor
11:05am - 12:05pm Keynote Speaker
Advanced Communication Skills
Sarano Kelley, Co-Founder, Kelley Group
Grand Ballroom AB
Grand Ballroom AB
12:05pm - 1:05pm Lunch Buffet California Salon
1:05pm - 2:05pm Workshop
6 Core Values
Mitch Anthony, Founder & President of Advisor Insights Inc.
2:05pm - 2:40pm Annuities Presentation
The Opportunity with Annuities
Erick Montiel, Director, Annuity Solutions
Grand Ballroom AB
Grand Ballroom AB
2:40pm - 3:00pm Break Grand Ballroom CD
3:00pm - 4:00pm Workshop
Overcoming Objections & Closing
Sarano Kelley, Co-Founder, Kelley Group
Grand Ballroom AB
AGENDA
THURSDAY, NOVEMBER 7, 2024
4:00pm - 4:30pm Advisor Presentation
Leveraging Insurance to Grow Revenues
Rod Evans, IFG Advisor
Paul Larrabee, Director, Insurance Solutions
4:30pm - 4:45pm Keynote Discussion
Tying it all Together
Mitch Anthony, Founder & President of Advisor
Insights Inc.
Sarano Kelley, Co-Founder, Kelley Group
4:45pm - 5:45pm Networking & Cocktails
FRIDAY, NOVEMBER 8, 2024
Grand Ballroom AB
Grand Ballroom AB
Grand Ballroom CD
7:30am - 12:30pm Hospitality Desk Grand Foyer
7:30am - 8:30am Breakfast Buffet California Salon
8:30am - 9:10am Advisory Presentation
Best Practices in the World of Advisory
Kelsey Hasterlik, Regional Advisor Consultant
Roger Smith, Regional Advisor Consultant
9:10am - 9:50am Alternative Investments Presentation
Grow Your Business with Alternative Investments
Colby Taylor, Manager, Alternative Investments
Madison Turbeville, Manager, Alternative Investments
Grand Ballroom AB
Grand Ballroom AB
AGENDA
FRIDAY, NOVEMBER 8, 2024
9:50am - 10:05am FMG Suite
Ready to Grow? Taking your Marketing to the Next Level
Susan Theder, CMO, FMG Suite
Amy Galli, VP, Product Marketing, FMG Suite
10:05am - 10:25am Break
10:25am - 11:05am Case Study
Income Now, Income Later
Erick Montiel, Director, Annuity Solutions
11:05am - 11:40am Advisor Presentation
Scaling your Business with the Virtual Assistant Program
Stefany Schade, IFG Advisor
11:40am - 12:00pm IFG Presentation
Best Ideas from IFG Advisors
Kelsey Hasterlik, Regional Advisor Consultant
Roger Smith, Regional Advisor Consultant
12:00pm - 12:10pm Closing Remarks
Chad Cristo, SVP, National Sales & Marketing
Grand Ballroom AB
Grand Ballroom CD
Grand Ballroom AB
Grand Ballroom AB
Grand Ballroom AB
Grand Ballroom AB
12:10pm - 1:10pm Lunch Buffet California Salon
