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Matt
Thornhill,
Founder and President
The Boomer Project
BoomerProject.com
Matt Thornhill, a thought leader in
the field of Boomer studies, synthesizes the firm's proprietary
research and third-party sources with feedback from his extensive
personal network to develop you-heard-it-here-first insights into
the Boomer consumer and emerging trends in Boomer behavior.
Matt partnered with SIR to bring the Boomer Project
to life in early 2003. Besides overseeing research and consulting
work for clients, he speaks frequently and leads workshops around
the country.
He is co-author of the acclaimed new book, "Boomer
Consumer: Ten New Rules for Marketing to America's Largest, Wealthiest
and Most Important Demographic Group," and he contributes columns
to the Boomer Project's "Viva the Vital!" column. He is
quoted frequently by media around the world, and he appears as a
speaker or workshop leader in events around the country more than
40 times a year.
William
Driscoll
"Peak Pressure Performance"
WillyDriscoll.com
Running a business today is tougher, more challenging
and stressful than ever. The competition is good . . . you and your
people must be better. And that's exactly what you will learn: the
balanced lifestyle needed to deal with today's ever-present tension,
anxiety and stress. Performance levels and teamwork across your
organization will jump immediately.
Mr.
Barry Caponi
Caponi Performance Group
CaponiPerformanceGroup.com
Caponi Performance Group is, simply put, a sales
improvement company focusing on immediate increase of top line revenue
in ‘Business to Business’ selling environments. We deliver,
as appropriate, the underlying methodologies and processes, and
then tools and techniques necessary in each unique selling environment
to achieve the stated goals of our client’s management. We
are a founding partner in an organization called the International
Alliance of Sales Trainers and Consultants. There are thirteen current
members spread all across the U.S. and Canada. Together, we bring
to the table over 250 man (and woman) years of experience and knowledge.
That experience and inherent knowledge comes in the form of sales
training, consulting, sales management, direct and indirect selling,
marketing management and general management. We have spent the last
two-and-a-half years researching the industries top selling tactical
methodologies, processes, techniques and tools. When added to our
own experience in different industries, selling models, products
and services, we can now bring our collective experience to bear
on, we believe, is virtually any sales challenge (yours). As we
use our own methodologies in selling our own services, our approach
is to use the questioning skills we teach in the Basic and Advanced
Selling Skills and Questioning Skills Workshop to uncover the
challenges, priorities and ROI models of each of our prospects before
tailoring a program of sales training and/or consulting to address
what we uncovered in as short a time frame as possible and in a
measurable way.
Byrd
Baggett
byrdbaggett.com
byrd@byrdbaggett.com
Why settle for success when you and your team can
grow to significance? Byrd Baggett is an expert at developing
authentic leaders and passionately engaged teams. Since 1990,
he has helped numerous Fortune 500 companies and national associations
achieve their goals. His solutions have been featured in many
publications, including Readers Digest, Bits & Pieces, Guide
Posts, and Selling Power magazine. He is the author of 13
books on the topics of sales, leadership, customer service, and
motivation. His books have sold in excess of one million copies
and his book on sales - The Book of Excellence - has been published
in nine languages. His True Growth™
presentations are values-based and have proven to grow individuals,
teams, and businesses to the richly rewarding Season of Significance.
Why settle for success?
Mr.
Stephen Piontek
Editor-in-Chief, National Underwriter
Stephen Piontek is editor-in-chief of National Underwriter's
Life & Health/Financial Services edition.He is responsible for
day-to-day news operations, including the assignment, editing and
placement of stories and graphic support. He is also responsible
for the Editorial and Op-Ed pages, and writes a monthly column,
The Editor's Edge, which comments on industry trends and current
events. Mr. Piontek came to the newsweekly in 1980 after five years
in the advertising and publicity department of a major book publisher
in New York. After a series of promotions, he was named Managing
Editor in 1989 and five years later was promoted to Editor. During
his years as a reporter he pioneered coverage of financial services
and financial planning for National Underwriter. Mr. Piontek has
appeared as a speaker at a number of industry meetings and conferences.
Mr. Piontek graduated cum laude from Brooklyn College with a B.A.
in English. In 1998, he completed the Professional Publishing Course
at Stanford University.
Mr. Tom Weyer
Sales Vice President
AVIVA, USA
Tom's background in the insurance industry covers
over 30 years in a variety of different levels. He has been
an agent, agency manager, trainer and most recently, sales vice
president with Aviva.
Tom is a graduate of Nortre Dame and is an active member of the
university alumni association.
He is often asked to be the master of ceromonies for numerous events,
primarily for his vast experiences and sense of humor. Spending
a few minutes with Tom will be a treat for everyone.
John
E. Girouard, President, CEO Capital Asset Management Group
&
Founder, The Institute for Financial Independence
John E. Girouard is founder and president of CAPITAL
Asset Management Group of Bethesda, Maryland, formed in 1984 to
provide average investors with the same professionalism, expertise,
and freedom from conflict of interests enjoyed by the wealthy and
corporations. The company currently manages assets of more than
$180 million with a team of professionals serving more than 3,500
clients.
Girouard’s life mission and the focus of his
business has been to educate clients about the inner workings of
the financial services industry and to help them avoid the pitfalls
and exploit the strategies used by corporations and individuals
to create, grow, and protect wealth.
In 2006, Girouard took all of his investment-teaching
experience and techniques and put them together under the umbrella
of The Institute for Financial Independence, a unique investor-learning-center
concept. The first Institute location opened in 2007 in Bethany
Beach, Delaware, a community which has attracted a large number
of people who are transitioning from their working years to retirement.
He documented his strategies and solutions in his
popular 2007 book, “The Ten Truths of Wealth Creation,”
which explains the concepts and strategies he teaches at The Institute.
He has appeared on numerous radio and television programs, and been
quoted in print and web articles. He also educates his colleagues,
speaking at investment trade events, training professional investment
advisors interested in following his independent approach.
He has served as an advisory board member of AETNA
Financial Services (ING), American Capital Corporation, American
Skandia (Prudential), National Planning Corporation (NPC), and AssetMark
Investment Services among others. He has also received numerous
industry recognitions including the Million Dollar Roundtable, the
National Quality Award and the Joint Chiefs of Staff of Lafayette
Life, the Presidential Council of Aetna and Guardian Life, and the
Advisors Circle Award of the Oppenheimer Funds.
Girouard earned a BA in Economics from the University
of Maryland and began his career by founding AGI Financial Services
Inc. in Washington D.C., helping nonprofit and government executives
and employees negotiate employment contracts and establish employee
benefit and retirement programs. The success of AGI led to the founding
of CAPITAL Benefit Planning Group, an employee benefits firm.
Girouard has earned numerous industry certifications
including Certified Financial Planner (CFP®), Chartered Financial
Consultant, Certified Fund Specialist, Chartered Life Underwriter,
Certified Estate Analyst and Certified Senior Advisor.
He has served as a member of the Board of Governors
to the University of Maryland College Park Foundation, and chair
of the College of Behavioral and Social Sciences Finance Committee
for the Alumni Association. He contributes his services to the National
Children’s Center, a Washington, D.C. organization that works
with children with developmental disabilities, the Washington Animal
Rescue League, and The Human Incentive and Research Education Institute.
John Girouard lives in the District of Columbia
with his wife of twenty years, a daughter and a son, and a menagerie
of pets. His hobby is cooking.
Kim
O'Brien
CFP, MBA, Executive Director, NAFA
Ms. O’Brien is Executive Director
of NAFA. She is responsible for all aspects of association management.
Kim has successfully organized and managed conferences for 2004,
2005 and 2006 which generated profit for NAFA. Membership has increased
for 12 to 45 percent at present.
Previously, Kim owned and ran her own
marketing agency called American Brokerage, LLC and received the
2002 Entrepreneur Award from Sun Life.
Prior to American Brokerage, LLC, Kim
served as Executive Director of Marketing and Product Management
at Clarica, where she led the development, marketing, and training
processes for the company's portfolio of fixed and equity-indexed
annuities. She previously headed the marketing department for individual
health products, group health products, and student health plans
for Fortis Insurance Company.
Kim O'Brien received her BA from Ripon
College, her MFA from the University of Northern Colorado, and an
MBA from Edgewood College, Madison, Wisconsin.
W
Mitchell
The title of W Mitchell's latest book
is also his philosophy on life -- "It's not what happens to
you...it's what you do about it." This expert on taking responsibility
for change shows his audiences not only how to gain perspective,
but how to cope, and even better, to prosper with personal and professional
change.
W Mitchell knows about challenge, change
and courage -- all first hand. He speaks to you about the battles
and the victories of life. From co-founding a metal casting company
that put thousands to work, from his election as mayor and congressional
nominee, from a fiery motorcycle accident that left him burned over
65% of his body, and from the airplane crash that took away his
ability to walk, Mitchell now soars above the rest with grace, good
humor and gumption.
Mitchell speaks with passion about the human spirit. He focuses
on the positives of change--taking responsibility--and the proven
result...himself.
"Before I was paralyzed there
were 10,000 things I could do; now there are 9,000. I can either
dwell on the 1,000 I've lost or focus on the 9,000 I have left."
David
Smithkey
President
Security First Benefits & NAIFA
David is president/principal of Security
First Benefits Corp. located in Flint, Michigan. The parent company
was founded in 1924, and has continually served its clients by providing
employee and executive benefits in the small group market. David
has been very active in the industry and his community. He began
serving the insurance industry by being elected as president of
his local and state chapter of the National Association of Insurance
and Financial Advisors. Still maintaining the passion for this great
industry, David began working on the national level of NAIFA, and
in September 2005, was elected their 115th president during their
annual meeting in Baltimore. David is a proud member of NAIFA, AHIA,
MDRT, AALU, SFSP, TAC, and NAHU. In his community he has served
on the United Way Team, and is an honorary board member of the Genesee
Valley Chapter of the Cystic Fibrosis Foundation. David is currently
serving as Head Elder of Emanuel Lutheran Church in his home town
of Flushing, Michigan. When David does find time for leisure, he
enjoys golf, sky diving (no longer), and spending quality time with
family and friends.
Bill
Butterworth
Butterworth
Communicators Institute
Bill taught at the college level for
thirteen years and was a counselor for six years prior to his current
passion for motivating men and women in the workplace. Because of
his remarkable abilities, Bill was awarded The Hal Holbrook Award
by the International Platform Association, whose past and present
members include Mark Twain, Theodore Roosevelt, Bob Hope, and Elizabeth
Dole. They consider him one of the select few to be named a Top
Rated Speaker. Since 1988, Bill has traveled full time speaking
to hundreds of audiences as small as 18 and as large as 18,000.
Plus, Bill has addressed 26 teams in the National Football League,
as well as over a dozen teams in Major League Baseball. Bill’s
complete client list reads like a Who’s Who of corporations,
associations, educational agencies and professional sports teams.
In 2004, Bill established the Butterworth
Communicators Institute to train men and women to find their
speaking voice and raise their speaking ability to the next level.
The overwhelmingly positive response to BCI has been gratifying
as students maximize their skills through this intensive, yet intimate
three day workshop.
In the writing world, Bill’s
latest contribution is a series of business books with the overall
title On The Fly. The first two books are called On The Fly Guide
to Balancing Work and Life and On The Fly Guide to Building Successful
Teams. They are being published by WaterBrook Press, a division
of Random House. Besides the On The Fly series, Bill has written
over a dozen books including The Promise of the Second Wind and
When Life Doesn’t Turn Out Like You Planned.
Anthony
Galie Seminars
800-Goals-4-U
anthonygalie.com
A Psychotherapist with a B.A. Degree
In Psychology from Rutgers University, Anthony Galie also attended
Florida Atlantic University for his Masters degree.
In addition to his own practice as
a psychotherapist, he is a published author in leading technical
journals, and a columnist for key trade and industry publications.
He has also been a guest lecturer for colleges and universities,
and a consultant to such organizations as the American Cancer Society.
As a lecturer on the "The Subconscious
Aspects of Business", Anthony Galie has regularly appeared
before major industrial, manufacturing and business associations,
medical groups, and major corporations throughout the United States.
His program is geared to defy logic
-- because that is what stands in most people’s way. It deals
with the subconscious - how to use it to develop positive outlooks,
how to train it to improve concentration, and how to get it to achieve
results.
He covers techniques to isolate problems
and stimulate creative solutions. He points the way to understanding
life trends, and the development of purpose. He teaches the power
of suggestion, and how it is used on yourself as well as others.
In the last 17 years, Anthony has trained
thousands of business people to get and stay focused on their goals
with simple, practical, hands-on techniques that work.
Michael Lovas, C.Ht.,
AboutPeople AboutPeople.com
Mr. John Bledsoe,
Speaker, Author, Consultant & MDRT Top of the Table Winner
Mr. Bob Artz, President
- Polaris One PolarisOne.com
James Lloyd
Motivational Humorist
JamesLloyd.com
Michael Kerley
Senior Vice President Federal Government Relations
The National Association of Insurance and Financial Advisors
mkerley@naifa.org
Michael Meade
President, Meade Marketing LTD, Industry Consultant
michaelmeade7@aol.com
Michael Lovas, C.Ht.
About People, Inc.
michael@aboutpeople.com
www.aboutpeople.com
Ben H. Wolzenski, FSA, CLU
Consultant, Distribution Solutions
RGA Financial Group, L.L.C.
Jerry B. Stillwell,
CLU, ChFC, RHU, LLIF, LUTCF
Senior Vice President & Chief Marketing Officer Lafayette Life
Insurance Company
Donald W. (Butch) Britton
President of ING U.S. Life Business Group
Brian Holloway, President
& CEO
H. Center for Competitive Excellence, TEAM BUILDING GURU
America's #1 Celebrity Motivational Speaker
Larry Barton, PhD, The
American College
Mr. Steve Gilliland
Bill Chaffin, President
- Bill Chaffin Enterprises
Mr. Ellis Ferreira,
President - Ferreira Tennis
David Smithkey,
President - Security First Benefits & NAIFA
Maurice L. Stewart,
CLU, ChFC, CLF
Anthony Galie -
www.anthonygalie.com
Jack Wolf - www.jackwolflearning.com
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