Today’s clients are not just more distracted. They are more distant and distressed. To compete, we must adapt — fast — to new ways of working. That’s why this high-impact keynote by award-winning storyteller and international keynote speaker, Debra Jasper, Ph.D., will show you how to:

• • Save time and get faster responses with clear, compelling messaging
  • Make complex data and financials easier for your clients to understand and act upon
  • Create a compelling online presence that stands out from the crowd
  • Prepare not just for what’s now — but for what’s coming next (AI, charming chatbots, and more)

When you communicate with extreme clarity, you have maximum impact. This session will give you a step-by-step guide to breaking through.

The workplace is shifting yet again. At the height of the pandemic, people were flexible and leadership was compassionate. Some of that is changing now and impacting the ability to recruit, retain, and manage. How has your operation changed over the past three years and how will you adjust? In this session, we’ll discuss ways to be flexible and creative all while navigating the turbulence of the evolving workplace and propelling your team to new heights.

Return to the general session room where each group will recap the highlights from their discussions.

Together we can make a difference. Please join us as we support The Beacon, a local non-profit organization, by assembling summer essential packages for the homeless of Houston. Light refreshments have been generously donated by the Magnolia Hotel.

Come as you are for a delicious, enjoyable evening. Time will fly by while you reconnect with peers, meet new people, and have fun!

CRMs, Salesforce add-ons, tools for training and onboarding, data analytics, and more are all open for conversation. How is technology used to guide your day-to-day operations, measure effectiveness, and quantify the value of your team? Groups can steer this discussion to wherever they want it to go!

Return to the general session room where each group will recap the highlights from their discussions.

Learn from experienced and successful life and annuity wholesaler leaders who know the importance of a solidly performing team. This panel will share insights and experiences to help you course correct and fine-tune your wholesaling teams to be sure they’re engineered to perform at their absolute best.

Discuss and share the highs and lows of compensation, non-monetary rewards, and recognition. Exchange views and ideas about career development, growth opportunities, pay transparency, impact of the economy on budgets, managing to generational differences, and how to have that bumpy discussion about compensation with your subordinates.

Return to the general session room where each group will recap the highlights from their discussions.