Apr 07, 2016
OUTCOME
TUESDAY, MARCH 17TOPIC TIMEArrivals & Registration . . . . . . . . . . . . . . . . . . . . . 1:00 - 5:00 pm
Cocktail Reception & Dinner . . . . . . . . . . . . . . . . . . 6:00 - 9:00 pm
DAY 1
WEDNESDAY, MARCH 18TOPIC TIMEBreakfast & Registration . . . . . . . . . . . . . . . . . . . . 8:00 - 8:30 amWelcome & opening Remarks Bob Brown, SVP, Investment Solutions Channel develpment . . . . . . 8:30 - 9:00 am
(Howie/ Justin describes Ted, intro Andrew) . . . . . . . . . . . . . . . 9:00 - 9:10 amSSales Excellence Andrew Tappe, EVP, Distribution Sales . . . . . . . 9:10 - 9:30 am(Howie/ Justin describes exercise, sends off to teams) . . . . . . . . . 9:30 - 9:35 am(Travel to meeting spot) . . . . . . . . . . . . . . . . . . . . . . 9:35 - 9:40 am Morning Talks Debrief . . . . . . . . . . . . . . . . . . . . . 9:40 - 10:00 amBreak/ Go to Breakout . . . . . . . . . . . . . . . . . . . . 10:00 - 10:20 amBreakout Seccion 1: CSS or Tax Efficiency . . . . . . . . . . . 10:20 - 11:45 amLunch . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:45 - 12:45 pm(H(Howie/ Justin review morning highlights, intro TJ) . . . . . . . . 12:45 - 12:55 pmClient Experience Tom Johnston, SVP Portfolio Advisory Services . . . . . . . . . . . . . 12:55 - 1:15 pm(Howie/ Justin thanks TJ, Intros Tom) . . . . . . . . . . . . . . . . 1:15 - 1:20 pmDifference Makers Tom Coogan, EVP . . . . . . . . . . . . . . . . . . . . . . . . . 1:20 - 1:40 pm(Howie/ Justin Sends group to debrief) . . . . . . . . . . . . . . . 1:40 - 1:45 pm(t(travel to meeting spot) . . . . . . . . . . . . . . . . . . . . . . 1:45 - 1:50 pmAfternoon Talks Debrief . . . . . . . . . . . . . . . . . . . . 1:50 - 2:15 pmBreak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:15 - 2:45 pmKeynote Speaker: Moshe Milevsky . . . . . . . . . . . . . . . 2:45 - 4:15 pmClosing Remarks . . . . . . . . . . . . . . . . . . . . . . . 4:15 - 4:30 pm
INSPIRATION “To be a source of inspiration for our customers, you rst have
to reect and identify what personally inspires you.”- Kathy Murphy, President
DAY 2
THURSDAY, MARCH 19TOPIC TIMEBreakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:00 - 8:45 amWelcome to day 2 . . . . . . . . . . . . . . . . . . . . . . . 8:45 - 8:50 am(Move to breakout) . . . . . . . . . . . . . . . . . . . . . . . . 8:50 - 8:55 amBreakout Seccion 2: CSS or Tax Efficiency . . . . . . . . . . . 9:20 - 10:15 amBBreak (Howie/ Justin intro Keith)Keith’s Topic Keith Kruk, RVP Texas . . . . . . . . . . . . . . . . . . . . . . 10:15 - 10:35 am(Howie/ Justin thanks Keith, Intros Tom) . . . . . . . . . . . . . 10:35 - 10:40 amLeadershipCyrus Taraporevala, EVP . . . . . . . . . . . . . . . . . . . . . 10:40 - 11:00 amHHowie/ Justin Sends group to debrief . . . . . . . . . . . . . . 11:00 - 11:05 amMorning Debrief . . . . . . . . . . . . . . . . . . . . . . . 11:05 - 11:30 amClosing RemarksBob Brown, SVP, Investment Solutions Channel Development . . . . . 11:30 - 12:00 amLunch & Departures . . . . . . . . . . . . . . . . . . . . . . 12:00 - 1:00 pmShuttles from SMT to DFW
DAY 3
INSPIRES
Andrew Tappe
SVP, PWI Sales
Session Summary: In a crowded marketplace with fierce competi-
tion, how do we differentiate our financial services offerring? Andrew
offers his insights on the difference we can make in how we sell.
Questions to Consider:
- What are my goals at this conference?
- How can I take this home and implement it in my own business?
- What points resonate most for me today?
OUTCOME
NOTES
SESSION 2 Sales ExcellenceAndrew Tappe
OUTCOME
NOTES
BREAKOUTCSS / Tax Efficiency
Tom Johnston
VP TBD, PWI
Session Summary: In a crowded marketplace with fierce competi-
tion, how do we differentiate our financial services offerring? Andrew
offers his insights on the difference we can make in how we sell.
Questions to Consider:
- How can I take this home and implement it in my own business?
- What points resonate most for me?
OUTCOME
NOTES
SESSION 4 Fid Talks
Tom Johnston
3
Tom Coogan
President TBC, PWI
Session Summary: Tom offers his insights on the difference we can
each make in the lives of our customers and our peers.
Questions to Consider:
- How can I take this home and implement it in my own business?
- What points resonate most for me?
OUTCOME
NOTES
SESSION 4 Fid Talks - Difference-Makers
Tom Coogan
Questions to Consider:
- Did I accomplish my goals today?
- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?
OUTCOME
Moshe Milevsky
Teacher, Author & Consultant
Session Summary: Moshe challenges our traditional thinking about
what our offerring can mean to our customers and their retirement.
Questions to Consider:
- (***QUESTION TBC FROM SPEAKER***)?
- (***QUESTION TBC FROM SPEAKER***)?
- How can I take this home and implement it in my own business?
- What points resonate most for me?
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NOTES
SESSION 7Keynote SpeakerMoshe Milevsky
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NOTES
BREAKOUTCSS / Tax Efficiency
Keith Kruk
RVP, FILI
Session Summary: How can we - in our sales roles - come up with
fresh ways to support and inspire customer-facing reps? Keith offers
his perspective on why we need to think differently.
Questions to Consider:
- How can I take this home and implement it in my own business?
- What points resonate most for me today?
OUTCOME
NOTES
SESSION 4 Fid Talks - Client Experience
Keith Kruk
Cyrus Taraporevala
President, FILI
Session Summary: What does it mean to be thought of as a leader
among your peers? Cyrus offers his perspective on why we need to
think differently.
Questions to Consider:
- How can I take this home and implement it in my own business?
- What points resonate most for me today?
OUTCOME
NOTES
SESSION 4 Fid Talks - LeadershipCyrus Taraporevala
Questions to Consider:
- Did I accomplish my goals at this conference?
- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?
OUTCOME
NOTES
DEBRIEF
Questions to Consider:
- Did I accomplish my goals at this conference?
- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?
Taking it Home
NEXT STEPS?
Review action items with your manager.
Identify your top 3 takeaways
Map out & implement your 2015 action plan.
STEP 1
STEP 2
STEP 3
TO BE AN INSPIRATION,
FIND YOUR INSPIRATION