Breakout sessions are currently being developed. Please check back regularly for the latest updates.
Culture
Intentional Company Culture
Discover the secrets to transforming your organization’s culture into a competitive advantage with The Profit Culture Formula. This engaging session will take you on a journey through real-world examples and actionable strategies that will empower you to create an intentional culture.
You’ll explore the five stages of the formula and leave with a step-by-step blueprint to:
- Double your recruiting efforts
- Triple your retention rates
- Position your organization as the only game in town
Don’t miss this opportunity to unlock the tools to build a culture that drives success.
Jonathan Corteen
CEO,
THG Financial Strategies
OneAmerica’s Leading Agency for the past 7 consecutive years.
Building a Winning Culture
In today’s competitive landscape, building a high-performance culture is no longer optional—it’s essential for standing out and thriving. This session will uncover the strategies and frameworks needed to create and sustain a winning culture that drives measurable success.
This session offers actionable insights to transform any practice into a hub of excellence and innovation.
Discover how to:
- Attract top talent
- Expand income opportunities
- Maximize effectiveness and efficiency
Whether you’re a seasoned leader or new to the industry, you will have the perspectives and tools to build a culture that propels your practice to new heights.
Michael Alexander
Managing Director,
Prudential
Mark Koski
Regional Director,
Prudential
Ranked #1 at Prudential Advisors, leading the way in advisor productivity, overall sales, and top-tier recruiting.
From Foundations to Future: Building a Culture That Lasts
- How culture is created from day one: Set the foundation for success right from the start.
- Identifying culture killers: Learn to spot and eliminate the behaviors and practices that can derail your progress.
- Evolving culture with growth: Discover how to adapt your culture as your agency or firm scales and changes.
Paul Rodden
Managing Principal
1847Financial
Organizational Growth and Development
In this dynamic session, discover how to intentionally build a vision-oriented organization that thrives in today’s competitive landscape. I’ll reveal the secret to unlocking double-digit growth through strategic focus, clear leadership, and actionable insights. Learn how to cultivate a powerful culture that not only attracts top talent but also retains it by fostering a sense of purpose, engagement, and ownership among your team members. Together, we’ll explore the keys to sustainable success and long-term impact for your business.
Dr. Tom Parks
Managing Principal and Special Needs Planner.
1847Financial
Honored with the prestigious Penn Mutual Award of Excellence and earned 2nd Place in the President’s Award.
Creating Winning Opportunities in Leadership
How does your team drive success within your organization? In this Breakout Session, Todd Thompson, Managing Director at Transamerica Agency Network, Inc., will share his expert insights on fostering a workplace environment that drives success, teamwork, and long-term growth. This session will provide you with the essential elements needed to create a thriving and high-performing agency.
3 Key Takeaways:
- Communication – Don’t lose site of staying connected
- Learning and implementing personal development plans – not everyone learns the same way
- Leadership Reminder – “If you recruit them, you owe them”
Todd Thompson
Managing Director I Representative, TFA
Transamerica
Technology
AI: Empowering Independent Distributors to Build Stronger Relationships
As Artificial Intelligence continues to revolutionize the insurance landscape, one thing remains constant: the importance of the human touch. AI isn’t about replacing advisors; it’s about enabling them to work smarter, connect deeper, and serve better. This interactive panel will feature industry experts who will discuss how AI is being used to enhance customer engagement, strengthen trust, and create more meaningful advisor-client relationships. You’ll gain actionable insights into how to use AI to focus on what matters most – your clients.
Karik Sakthivel
Vice President & Chief Information Officer,
LIMRA and LOMA, LL Global
2024 ORBIE Winner
Recruiting/Retention
From Passive to Passionate: Inspired Recruiting to Create a Buzz
Alyssa has developed a groundbreaking approach to recruitment that is delivering impressive results. By partnering with the Evergreen Agency Talent vendor, she’s successfully guiding agents to recruit new talent, who then provide high-quality referrals. This unique strategy is driving significant growth and is proving to be highly effective.
Join this session to learn how Alyssa’s innovative approach can transform your own recruiting efforts and help you tap into a powerful referral network for continued success. This session is proven to provide a results-driven recruitment strategy!
Alyssa Gulvas
Managing Partner,
Michigan Farm Bureau
Driving business development and strategy for a high-performing team of over 140 insurance producers.
Effectively Maximizing Your Recruiting Process
Whether your recruiting focus is in a rural or urban market, mass hiring, or selective recruiting, having a distinctive and consistent process is essential. Join Brad in this transformative 45-minute session as he unveils a step-by-step guide to developing a comprehensive and strategic recruiting framework.
From the initial candidate phone call to onboarding during the first months in the role, this session will cover every detail necessary for identifying and selecting top-tier talent. Drawing on over a decade of experience and the success of crafting back-to-back Company District of the Year teams, Brad will share actionable insights to elevate your recruiting efforts.
Packed with proven strategies and fine-tuned processes, this session is designed to equip you with the tools and knowledge to build a winning recruitment program. Don’t miss this opportunity to learn from the best and take your recruiting game to the next level!
Brad Hasenkamp
District Manager,
Farm Bureau Financial Services
Two-Time Company District Manager of the Year
How to Create and Maintain a 70%+ Retention Rate Culture
Industry leaders Joe Long and Bobby Angel reveal the secrets to creating a Greenhouse for Success—a proven framework that has enabled them to achieve and sustain a remarkable 70%+ retention rate.
In this session, they’ll dive into their winning strategies, including:
- The recruiting process: Who they target and why
- Development strategies: How they build new advisors’ skills and activity levels
- Culture-building techniques: The keys to fostering an environment that drives high retention
This session is packed with actionable insights that can transform your recruiting, development, and retention approach.
Joseph Long
Associate General Agent,
Strategies for Wealth
Bobby Angel
Associate General Agent,
Strategies for Wealth
Ranked #3 in the GLICK Agency Recognition Program category.
The Power of Volume Recruiting: Scaling Your Team for Success
In today’s competitive financial advisory industry, growth isn’t just about attracting a few top performers-it’s about creating a pipeline of talent that is both sustainable and scalable. This session will dive into the strategy of volume recruiting-a data-driven, systematic approach to building large, high-performing teams. By leveraging technology, refining your recruitment processes, and focusing on quality over quantity, you’ll learn how to attract, onboard, and retain a diverse group of advisors who are primed for success. Whether you’re looking to expand your team or revamp your recruiting strategy, this talk will provide actionable insights for rapidly scaling your business while maintaining a culture of excellence.
Karan Chainani
Executive Vice President, Georgia, Alabama, Gulf Coast
Equitable Advisors
Two-Time Company District Manager of the Year
Leadership Development & Training
Master Class: Transforming the Many Faces of Fear for Dramatically Better Results
Danielle Swann
Executive Vice President,
Lifetime Financial Growth
Raeanne Lacatena
CEO & Business Coach,
Raeanne Lacatena Holistic Business Coaching
Maria Schepis
President,
Maddock Douglas
Practice Management
Building a Financial Services Practice on LinkedIn
Mando Sallavanti III
Certified Financial Planner,
MassMutual
#2 on Linkedin for Financial Planning for for Personal Finance and Investing
Crafting Your Success Playbook – 3 Keys to Leverage Holistic Planning to Lead a Championship Level Team
Get ready to unlock the secrets of building a powerhouse team with Daniel, a former college quarterback and professional athlete turned financial services leader. Drawing from his experience under some of the top college football coaches and his time as a team captain, Daniel will share how the principles of leadership and strategy on the field translate into creating a winning culture in business.
In this session, Daniel will reveal his “playbook” for success in financial services—starting with defining the ideal “players” for your system. He’ll walk you through his proven recruiting and training strategies to turn newcomers into top performers and emphasize the critical role of execution in achieving sustained success. Flash-in-the-pan wins are one thing, but building a dynasty takes a rock-solid culture and systems that deliver year after year. Don’t miss this game-changing session!
Daniel Polk
Regional Director,
Modern Woodmen of America
Top 5 Finalist for Modern Woodmen of America’s Esteemed Leadership Award.
Organizational Growth and Development
In this dynamic session, discover how to intentionally build a vision-oriented organization that thrives in today’s competitive landscape. I’ll reveal the secret to unlocking double-digit growth through strategic focus, clear leadership, and actionable insights. Learn how to cultivate a powerful culture that not only attracts top talent but also retains it by fostering a sense of purpose, engagement, and ownership among your team members. Together, we’ll explore the keys to sustainable success and long-term impact for your business.
Dr. Tom Parks
Managing Principal and Special Needs Planner.
1847Financial
Honored with the prestigious Penn Mutual Award of Excellence and earned 2nd Place in the President’s Award.
Maximizing Client Success: A Proven Approach to Comprehensive Support
Chase will demonstrate how North Star’s advisors leverage the firm’s wide range of specialists to enhance their business clients’ success. From addressing initial client needs to cross-selling into additional revenue-generating areas, North Star ensures comprehensive support that turns clients into raving fans. Attendees will have the opportunity to explore real-world case studies featuring eight diverse clients across various industries, showcasing how these services drive tangible results.
![brakke chase 2021[16].jpg](https://www.finseca.org/wp-content/uploads/2025/01/brakke-chase-202116.jpg-683x1024.jpg)
Chase Brakke
Vice President of Business Owner Solutions North Star Resource Group
North Star Resource Group
Holistic Planning
From Foundations to Future: Building a Culture That Lasts
- How culture is created from day one: Set the foundation for success right from the start.
- Identifying culture killers: Learn to spot and eliminate the behaviors and practices that can derail your progress.
- Evolving culture with growth: Discover how to adapt your culture as your agency or firm scales and changes.
Paul Rodden
Managing Principal
1847Financial
Solution Sessions
Enjoy a breakfast or lunch while engaging in an inspiring solution session!
Check the full agenda for more details.
Mon Mar 24, 7:30 AM – 8:30 AM
Solution Sessions w/Breakfast
Sponsored by:
Brevity
Kelvin Johnson
CEO & Co-Founder
Brevity
Abbey O’Malley Nile Sakr
Founding Account Executive
Brevity
Mon Mar 24, 7:30 AM – 8:30 AM
Solution Sessions w/Breakfast
Sponsored by: B File System
Mon Mar 24, 7:30 AM – 8:30 AM
Solution Sessions w/Breakfast: Leadership Redefined: Developing Leaders at All Levels of Your Organization to Drive Growth
Sponsored by:
Hoopis Performance Network
How are you developing your “bench strength” of future leaders to address the succession planning issues facing our industry? During this interactive session, attendees will be introduced to EDGE: The Leader’s Journey. This digital learning platform provides skill development resources for managers at each stage of their leadership journey.
We’ll also share compelling research on the growing trend of developing leadership skills at all levels of an organization – to agency staff members and home office employees to advisors and their teams. Attendees will learn about Leadercast which is a digital learning platform featuring the top experts in the world on leadership, including John Maxwell, Seth Godin, Randi Zuckerg, and hundreds more!
Joey Davenport
President & Co-Founder
Hoopis Performance Network
Brian Morris
President & Managing Partner
Leadercast
Mon Mar 24, 7:30 AM – 8:30 AM
Solution Sessions w/Breakfast
Sponsored by:
Sea Captain Coaching
Tue Mar 25, 12:00 PM – 2:00 PM
Lunch Solution Session
Sponsored by: The Pacific Institute
Tue Mar 25, 12:00 PM – 2:00 PM
Lunch Solution Session
Sponsored by: Whole Life Masterminds
Tom Wall
Founder, Whole Life Expert & Strategist
Whole Life Masterminds
Tue Mar 25, 12:00 PM – 2:00 PM