The Essentials in Depth

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The Essentials in Depth

The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

We dove deep into the minds of top advisors and they shared what they’re doing that’s working, their pandemic practices, how they’re finding new clients and more importantly, how they get noticed in a world inundated with financial professionals.

Now, we’re here to bring you more of what you want.

Each advisor who presented at The Essentials will be doing a webinar laser focused on their area of expertise. They’ll dive—and we’re talking way deep—into their tactics and tools that make them the success they are. You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.

Meet The Presenters

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    Frank Oliver
    Founder & CEO ~ Oliver Asset Management
    Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures.

    Along with creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible.

    Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.
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    Brent Ford
    Founder ~ Benefit Resource Partners
    Brent Ford knows everyone deserves wealth management advice they can trust.

    Three years ago, when he began to build his practice from the ground up, Brent decided to focus on men and women who need help retiring from the federal government. He also works with Union members and other underserved markets. In addition to acting as a fiduciary for his clients, Brent has become a true thought-leader in the field, authoring articles in Forbes and FOX Business. He also produces his own radio show.

    Brent lives in Chippewa Falls, Wisconsin, where he also has served as a city councilman. When he’s not at work, continuing to add staff and support the growth of his firm, he enjoys spending time with his wife and kids.
The Essentials 2021
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    Practice Management
    Taking it up a notch: Transform Your Practice
    Watch On-Demand
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    Webinars/Seminars
    Success in the Virtual World
    Watch On-Demand
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    Client Meetings
    Successful Client Meetings With Frank Oliver
    The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, p... View more
  • 1610033088-0b65d324af5e9b75
    Lead Nurturing & Conversion
    Leave No Prospect Behind!
    The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, p... View more
  • 1610032935-400c776c5f7b6a0b
    Marketing & Branding
    Bringing It All Together
    February 25 @ 3:00 pm central
  • 1610121464-b07941ed5b18f45a
    Client Meetings
    Plan Building with Clients
    March 4 @ 3:00 pm central
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