LAMP LIVE SCHEDULE

In our efforts to promote safety and success, we are bringing LAMP ’20 to you! LAMP LIVE will be a five-day, virtual experience featuring some of the great speakers from our in-person meeting. These recorded and live sessions will take your business to the next level. 

SCHEDULE

MOTIVATION MONDAY, MARCH 23

9:00AM ET / MORNING SESSIONS / BUSINESS WITH BAGELS

MORNING SESSION 1
Speaker:
John Baier
Session: Conducting Your Business Through the COVID-19 Crisis

John Baier, the 2013 GAMA International Hall of Fame Inductee will demonstrate how to navigate through these challenging times. He will cover opportunities to build our businesses even if our advisors are in isolation. This will include methods and uses of virtual meetings and other modern technology to maintain connections. WATCH THIS SESSION

MORNING SESSION 2
Speaker:
Adam Holt
Session: Elevating Insurance Conversations Through Digital Engagement

Adam, the Founder of Asset-Map, will share where digital engagements with customers seeking a financial professional is headed given the rapid changes socially and technologically in the space. Learn how insurance is well-positioned as part of the modern holistic financial movement. WATCH THIS SESSION

 

12:30PM - 1:45PM ET / LIVE LUNCH SESSION WITH JASON MCMAHON

Speaker: Jason McMahon
Session: Getting the Most Out of Your Development Meetings with New Advisors

Jason will take you through the journey of recruitment to the end of the first year with a new advisor.

He walks through the work needed when onboarding talent to setting them up for development meetings and how his team has used these strategies to be one of the industry leaders in in new advisor development.  Field leaders will learn techniques to set up the right habits for new advisors that will last them their entire careers. WATCH THIS SESSION

 

4:00PM ET / AFTERNOON WORKSHOP WITH SETH PREUS

Speaker: Seth Preus
Session: The Mechanics of Motivation

When managers clearly understand the nature and mechanics of motivation, they have a far greater capacity to influence their teams than they ever realized. You cannot create motivation, but you can influence it. I will show you why it is a mistake for companies to rely solely upon extrinsic motivators (money) while ignoring intrinsic motivators that are more effective, enduring, and impactful. Most, but not all, of your team can be inspired to improve. I will identify and describe the 4 types of sales people as well as which of them can and cannot be motivated. Real-time production data is the foundation for any motivational framework. I will explain how you can use data to drive motivation and identify specific KPI’s that will lay the foundation for sustained success. I will demonstrate how to create and run more effective sales competitions that will continue to reward top performers, while also motivating the rest of the team. We will walk through 3 strategies for setting up effective competitions that motivate your entire team to perform at a greater level while also improving morale and communication. WATCH THIS SESSION

4:00PM ET / AFTERNOON ADVOCACY

Speaker: Luis Chiappy
Session: Developing Leadership Through Advocacy

Luis will share his insights on the importance of how being politically active can make a significant impact regarding national issues, state regulation and on our day to day business. As leaders we are uniquely positioned to bring understanding about what we do each day and how we do it with the hopes that we can better educate law makers when they are looking to protect the public. WATCH THIS SESSION

 

7:00PM ET / CELEBRATION OF EXCELLENCE RECOGNITION

Moderator: Bonnie Godsman
Session: Celebration of Excellence Recognition

You’re in for a special treat this evening with a special Celebration of Excellence recognition session featuring the 2020 Hall of Fame inductee, the Brian H. Early Front-line Excellence award recipients, and the James H. Krueger First In Class award recipients. 

 

CULTURE TUESDAY, MARCH 24

9:00AM ET / MORNING SESSIONS BUSINESS WITH BAGELS

MORNING SESSION 1
Speaker:
Miguel Taveras, CLF, LLIF
Session: The Moment is Now! How to Take Advantage of the Expected Economic Growth for Mexico and Other Countries of the Latin American Region in 2020

Miguel, Chief Sales Officer for Hoopis Performance Network, shares economic data that will affect growth for the Mexican economy and some other parts of the Latin American region in 2020. You will have the opportunity to use the most recent tactics and strategies to attract better talent, reactivate the potential of your current team and train everyone properly so that your distribution takes advantage of this impressive opportunity. WATCH THIS SESSION

MORNING SESSION 2
Speaker:
Mike Esterday
Session: Leading With Values and Integrity: Are You Bold Enough to Build a Purpose-Driven Culture?

Will the culture you build elevate and transform your business for the future? Organizations and businesses that are purpose-driven, with strong values-based sales cultures, create significant competitive advantages and often grow faster than those that are not. Their clients are more loyal and recommend to others more often.

In this highly interactive presentation, you’ll learn how to create a transformational culture while holding fast to the enduring qualities of high-value, long-term relationships: trust, respect, and integrity. During our time together, we’ll present evidence on culture’s economic value, while offering a step-by-step approach to establishing a more values-based culture that elevates passion, recruiting, retention, differentiation and business results.

By putting values at the center of your culture, your business can boldly generate strong tailwinds that accelerate your advisors to greater levels of excellence and achievement drive…and create a brand that is enduring and memorable! WATCH THIS SESSION

12:30PM - 1:45PM ET / LIVE LUNCH SESSION WITH MATT FOXHALL

Speaker: Matt Foxhall
Session: Organic Farming

In 2016, Matthew Foxhall’s world changed dramatically. He sold his financial planning practice, moved his family to Jacksonville, Florida, and doubled-down on his dream of building and leading an organization. As he surveyed the landscape, he faced the reality that his branch could never thrive with the status quo and traditional practices. Instead, he made the decision to find inspiration in the principles of organic farming to restore and revitalize the branch. Matthew Foxhall shares his journey for planned renewal and sustainability – and makes the compelling case on how to attract the next generation of financial advisors. WATCH THIS SESSION

 

4:00PM ET / AFTERNOON WORKSHOP WITH PETER FURLONG

Speaker: Peter Furlong
Session: How I Built My Team Using Only Advisor Referrals

When Peter started as a field leader, he inherited one of the weakest teams in his organization. Within two years, 89% of his new advisors were performing above company expectations, and his advisor retention rate had grown to 50%. For the past six years, 100% of his hires have come from advisor referrals. WATCH THIS SESSION

In this workshop, Peter will take you through how he transformed his recruiting and selection process, and will introduce you to:

– How to build trust faster with your advisors
– How to earn the right to ask for referrals
– Turning an advisor into your most valuable marketing partner
– How to predict if your team will refer candidates
– Understand how to protect your referral culture in times of change

4:00PM ET / INTERNATIONAL BONUS WITH AAMIR CHALISA

Speaker: Aamir Chalisa
Session: International Bonus

Aamir, an avid industry volunteer, global speaker and an author, will speak on leadership, diversity and volunteerism. He recently wrote a book “Leadership Beyond Borders” in which he describes his journey in our industry and the experiences that made him a better leader. He will share you the successes and failures and give you advice on leading a life of significance. Aamir talks about legacy and explains how you want to be remembered  and how to enjoy your life by compartmentalizing your life buckets. WATCH THIS SESSION

 

NEXTGEN WEDNESDAY, MARCH 25

9:00AM ET / MORNING SESSION BUSINESS WITH BAGELS

MORNING SESSION 1
Speaker:
Jim Effner
Session: P2P Group Suite of Solutions

At P2P Group, our purpose is to help advisors transform their true potential into real performance – and we have a singular focus: sales skills. We apply our unique, three-dimensional approach to every product we design and deliver: developing an empowered mindset, building systems that produce consistent, sustainable results, and delivering clear, concise and compelling language in every aspect of the sales process. This session will overview our most popular deliverables: our Sales Cycle Mastery program, Prospecting Mastery Workshop, and Life Insurance Workshop series, as well as our online training platform – P2PAcademy. WATCH THIS SESSION

MORNING SESSION 2
Speaker:
Eszylfie Taylor
Session: Creating a Purpose Driven Life and Business

In this session Eszylfie will show you the secrets to his success, and how you can achieve the same by focusing time on a mission statement that allows you to flourish both in life and business. WATCH THIS SESSION

12:30PM - 1:45PM ET / LIVE LUNCH SESSION WITH BELLARIA JIMENEZ AND JOHN BUCSEK

Speakers: Bellaria Jimenez and John Bucsek
Session: The Team Game: How Your Business Can Dominate Year After Year

Deep dive session on building an effective team, starting the culture of teaming by focusing on the 5 elements of teaming. The formula for teaming is T=E x (A+M). We will deconstruct the 5 elements and focus on two key areas during this session, attracting the talent by establishing a teaming culture and value proposition and tackling the first hurdle of team building which is the compensation piece. We will focus on metathesiophobia, the fear of change and coaching your team to begin teaming to reach more clients and expand productivity. WATCH THIS SESSION

 

4:00PM ET / AFTERNOON WORKSHOP WITH KATIE MARTINEAU

Speakers: Katie Martineau
Session: Evolve Your Recruiting Approach to Attract Today’s Candidate

Today’s competitive job market coupled with the values of the modern candidate are shifting our recruiting approach. It is more important than ever to show up in the marketplace with a value proposition that prompts candidates to think differently about the opportunity. Highlighting the values that resonate with today’s candidate can be a differentiator in your recruiting conversations. This interactive session will help you navigate the ever changing recruiting landscape by challenging you with new ways to position the financial services career. WATCH THIS SESSION

4:00PM ET / AFTERNOON ADVOCACY

Speaker: Josh Caron, Jen Fox
Session: Advocacy 101 – How You Can Advocate For Change

Josh and Jen will outline the fundamentals of the political process, demystifying the Capitol Hill experience. Additionally they will review the issues matrix that we will address as the new organization and discuss the potential impact of the November elections to our profession. We will conclude the session with a snapshot of what our Congress is doing to address the recent crisis. WATCH THIS SESSION

 

MULTILINE THURSDAY, MARCH 26

9:00AM ET / MORNING SESSION BUSINESS WITH BAGELS

MORNING SESSION 1
Speaker:
Dick Cleary
Session: Customized Learning Made Simple

Creating customized learning for every different learner is hard. Or is it? Join us to see how a library of hundreds of trainings paired with assessments that pin point exactly what your leaders need makes customizing learning scalable. WATCH THIS SESSION 

MORNING SESSION 2
Speaker:
Brad Swineheart
Session: Seminar Marketing Without the Hassle

White Glove makes it easy for financial advisors and other service professionals to be successful with a powerful, yet oftentimes cumbersome, client-getting strategy: educational seminars. With White Glove’s done-for-you, Triple Guaranteed Seminars, professionals can grow their business without spending extra time booking venues, advertising the event or following up with seminar registrants. White Glove handles all that…and more. Clients benefit from countless freed-up hours that they can spend on other important things — like their own clients, their family and activities they enjoy — all without sacrificing results. WATCH THIS SESSION

12:30PM - 1:45PM ET / LIVE LUNCH SESSION WITH TROY KORSGADEN

Speaker: Troy Korsgaden
Session: Multiline Spotlight

Learn how to bridge the client conversation from PnC to Life Insurance. WATCH THIS SESSION

4:00PM ET / AFTERNOON WORKSHOP WITH JIM EFFNER

Speaker: Jim Effner
Session: Multiline – A New Approach to Impacting Life Insurance Sales

Jim will share the key tenets of a unique new approach to impacting life insurance sales within the multiline industry, and the amazing results he has seen from the approach to-date. WATCH THIS SESSION

FOUNDATION FRIDAY, MARCH 27

9:00AM ET / MORNING SESSION BUSINESS WITH BAGELS

MORNING SESSION 1
Speaker:
Abdullah Rajput
Session: IBLOC — An innovative lending solution that delivers more

This presentation is about The Bancorp’s Insurance-Backed Line of Credit (IBLOC) program that offers a line of credit based on the cash value of a whole life insurance policy at historically low rates! WATCH THIS SESSION

MORNING SESSION 2
Speaker:
Alex Kirby, Glenn Mattison,
Session: Are You Prepared for the Journey Back to the Future?

Success is neither magical nor mysterious. Success is the natural consequence of consistently applying the basic fundamentals.” But have we gotten away from the most critical contributions we as leaders make to our people, ourselves, and the industry – recruiting, developing, and retention? Numbers don’t lie. Doing the same old thing and achieving mediocre results just doesn’t cut it anymore. We invite you to learn how Sandler Training is prepared to take you back to executing the basics with new, effective systems and tools and cutting-edge technology. Get to know the leadership strategies that that will transform your leadership capabilities to cultivate high-performance, profit center teams. WATCH THIS SESSION

12:30PM - 1:45PM ET / GAMA FOUNDATION PANEL—LEADING CHANGE

Panelists: Austin Barnes, Wade Hampton, Michelle Hubert, Fred Walker

Change is inevitable, but with strategic planning and staying true to one’s values and the mission of your firm, our leaders can help guide you through any change. Moderated by Fred Walker, Chairman of the GAMA Foundation eBook and Special Research Projects Committee, our panel of experts focus your questions on how best to navigate change through their personal experience in leading change from three perspectives: the home office, leader, and advisor. WATCH THIS SESSION

Powered by the GAMA Foundation’s Leading Change FREE eBook series found here.

4:00PM ET / AFTERNOON WORKSHOP WITH CHUCK DOWNS

Speaker: Chuck Downs
Session: Peak Performance

It can be confusing and painful to have an unclear purpose and fall short of your potential. No one feels good about underperforming.

When people connect to their purpose and live their potential they have more clarity and get bigger results. They feel better about themselves and they show up better for others.

This session will help you and your team find your purpose and fulfill your potential so you can live an epic life and make an extraordinary impact.

THANK YOU TO OUR 2020 SPONSORS