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Consultant, Business Coach and Author Machen MacDonald Consultant, Business Coach and Author For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life. His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance. As the consummate entrepreneur, Machen started five successful service companies and went on to succeed in financial services as an advisor working his way into award-winning field management and then into executive level management before founding The ProBrilliance Leadership Institute. He understands and can relate firsthand to the challenges small business owners, sales professionals, advisers, managers and corporate leaders all face. Machen is a #1 best-selling author and creator of the highly successful Power of Coaching book series. He is a certified business coach and life coach, certified Master Coach and Certified MindScan Consultant. Machen resides in Northern California with his wife of 23 years and their three children. He enjoys competitive running, snow and water skiing, and spending time with family. Previous Speaker Go back to Speaker Network Next Speaker

Grief & Bereavement Specialist Amy Florian Grief & Bereavement Specialist Serving as CEO of Corgenius and recognized as an acclaimed speaker, Amy Florian travels North America training professionals to effectively support clients in transition and loss. She is author of over 90 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. Amy is a former columnist for the Journal of Financial Planning who has been quoted in the Wall Street Journal and featured in Financial Advisor, Financial Planning, MSN Money, On Wall Street, and Financial Advisor IQ. She holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies). She teaches a graduate class at Loyola University Chicago, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide. Previous Speaker Go back to Speaker Network Next Speaker

Founder and CEO at High Note Wealth Katherine Forrester Founder and CEO at High Note Wealth Katherine is the Director of Business Development and Co-Founder of High Note Wealth and brings over 23 years of wealth management industry expertise to the business. She founded the firm with her brother Michael Forrester on the belief that all clients should be treated like family. Katherine was a recipient of the 2016 Top 50 Women in Business Award (Minneapolis Business Journal) and the 2017 and 2011 Top Women in Finance Award (Finance & Commerce magazine). In addition, she has been a regular contributor to FOX9's morning news show, sharing her expertise on personal finances for families and individuals. Always active in the community, Katherine is a former board member of the Ridgeview Medical Center Foundation and Northwestern Mutual's FRA Board. She continues to give back to others through her work with the Schneewind Family Foundation, Women’s Violence, The Animal Humane Society and the ABC Foundation. Katherine earned a Bachelor of Arts degree in music therapy from the University of Minnesota and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU*) designations. Katherine lives in Excelsior with her husband, Randy, and son, Remington, who attends Chinese Immersion School at Excelsior Elementary. She has two step-daughters who she adores, Brooke and Kate. Brooke is currently studying interior design at Samford University. Kate is a mental health practitioner at MN Adult & Teen Challenge and lives with her son Mason and husband Kevin, who is retired from the US Marine Corp and is currently pursuing his degree at the University of St. Thomas, in Minneapolis. A former country music singer and avid musician, Katherine also enjoys traveling, family gatherings and self improvement pursuits. On September 8, 2013, she achieved her lifelong goal of finishing the lronman Triathalon in Madison, Wisconsin where she swam, biked and ran 140.6 miles with a finishing time of 14:02:02. Previous Speaker Go back to Speaker Network Next Speaker

Inspirational Speaker, Bestselling Author Joe Jordan Inspirational Speaker, Bestselling Author Joseph W. Jordan is an independent consultant, author, and speaker. The former Senior Vice President at MetLife is an industry-renowned thought leader in the areas of behavioral finance, client-centric tools, ethical selling and client advocacy. He helps financial professionals around the world recognize and celebrate the intrinsic value that they deliver to their clients. With over 36 years of experience – from life insurance sales to Wall Street to MetLife – Joe Jordan offers compelling insights into the financial services industry, illustrates the concept of managing behavior, and demonstrates how to emotionally engage customers. Joe Jordan started his career with Home Life in 1974—was named “Rookie of the Year” and member of Million Dollar Round Table (MDRT).Joe ran insurance sales at Paine Webber from 1981-1988. He joined MetLife in 1988 to manage annuity (and later life) sales and product development and was ultimately responsible for MetLife’s Behavioral Finance Strategies. Some of his well-known keynote speaking engagements include the 2004 Million Dollar Round Table as well as MDRT Conferences worldwide since then that include Thailand, Korea, Ireland, Greece, Poland, Taiwan, Hong Kong and Australia. He also was a keynote speaker for the 2006 and 2009 GAMA LAMP Conferences, LIMRA’s 2008 Retirement Industry Conference, LOMA’s Customer Service Conference, and most recently The American College Knowledge Summit. Last year, Mr. Jordan was selected as one of the top 50 Irish Americans on Wall Street. This year, he released a book titled Living a Life of Significance published by The American College. Joe is married with two children, lives in Manhattan and is a member of the Fordham University Football Hall of Fame. He also played rugby for over 30 years with the New York Athletic Club. Previous Speaker Go back to Speaker Network Next Speaker

Course Catalog Go Back to Main Catalog Page Self-Awareness & Self-Disciplines of a Leader Setting Expectations to Drive Behavior Accountability Coaching Best Practices How to Conduct a Coaching Conversation Understanding Mentoring - Basic Development - Coaching Cross-Selling: Factfinding and Protection Products Helping Your Advisors with Goal Setting Why Advisors Typically Fail Development - Training Considering a Career in Leadership Emerging Leaders: Keys to Effective Leadership Time Management Concepts and Techniques Leader Philosophy Cultivating Potential Recruits Over Time Diversity Recruiting Ideal Candidate Profile and Centers of Influence Recruiting Finding - General Understanding Sourcing for Potential Recruits Recruiting - Finding Best Practices for Onboarding New Advisors Creating High Performance Expectations Joint Field Work Best Practices Recruiting - Momentum Building Selecting Top Performers Recruiting - Selection EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Keynote Speaker and Strategic Business Consultant Richard Weylman Keynote Speaker and Strategic Business Consultant As chairman of an international consulting firm and best selling author, Richard has established a worldwide reputation for helping clients create opportunities for profitable growth. Most importantly, he communicates how to make the organizational & professional changes needed to effectively elevate business performance. Richard Weylman is the author of three books, two of which are international best-sellers, including his latest the CEO Reads best-seller, The Power of Why: Breaking Out in a Competitive Marketplace, available in 5 languages. He has delivered over 2,500 keynote speeches on four continents to audiences of 20 to 40,000. Forbes Media calls Richard’s content & presentations “brilliant.” The Council of Peers Award of Excellence (CPAE) Induction into the Professional Speakers Hall Of Fame Direct Selling Association Partnership Award for measurable impact on member companies Nominee for the Horatio Alger Award Richard was orphaned at the age of six, and spent his childhood living in 19 different foster homes and attending 11 different schools. However, he has always framed that life experience as great training; “no problem meeting and connecting with new people!” He believes in philanthropy and provides ongoing support for many organizations. Previous Speaker Go back to Speaker Network Next Speaker

Consultant, Executive Coach and Speaker Kelli McCauley Consultant, Executive Coach and Speaker Kelli McCauley is a leadership consultant, executive coach, facilitator and speaker who works exclusively with high potential leaders in sales-performance driven industries. As an expert in improving leadership effectiveness and bottom line performance, Kelli works with the best and brightest industry leaders, executives, sales management teams and their key stakeholders. By using highly regarded leadership and coaching programs, Kelli and her team are able to help clients identify, retain and maximize employee talent for increased growth, leadership and profitability. Kelli works closely with her clients to generate fast-track success while avoiding burn-out and maintaining balance. Her expertise includes high potential leadership effectiveness and development programs, talent identification and grooming, and successor planning, identification and development. By initiating proven leadership strategies, Kelli’s clients realize outstanding performance in short periods of time. Her work is founded in research on what separates star performers from average and leadership principles developed at Harvard University. Depending on what you are looking to accomplish, she incorporates measurement tools such as SPQ*Gold (Sales Call Reluctance), 360-degree feedback reports, LPI (Leadership Practices Inventory), and many other best in class assessments. Clients of MK Performance Group continue to report breakthrough results in their business objectives, combined with increased levels of Emotional Intelligence, promotability, and satisfaction. As you can see, Kelli’s passion is partnering with leaders and helping them achieve their full potential. In addition to having a highly rewarding career, Kelli is an avid skier and lover of world culture. Bali, Thailand, Italy, Zimbabwe, and Botswana are a sampling of some of the favorite places she’s traveled to with her husband Steven M. Kress. Previous Speaker Go back to Speaker Network Next Speaker

Principal of Korsgaden International Troy Korsgaden Principal of Korsgaden International Troy Korsgaden is a highly sought-after insurance and financial services consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, agency building and technology strategies for many of the world’s largest insurance carriers and financial services companies. As a consultant, speaker, and author of six books, Korsgaden’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry. He helps those in the industry learn how to better communicate with consumers, so that consumers develop a higher appreciation for the value of insurance products. In his career, which spans over three decades, Korsgaden has instructed and spoken with hundreds of thousands of executives, agents, brokers, and staff members. A widely respected expert on the seamless distribution ecosystem. Korsgaden trains corporate insurance and financial services leaders on customer service, change management, technology, and transformational work, among many other key topics. Previous Speaker Go back to Speaker Network Next Speaker

Best Selling Author, International Speaker, and Business Coach Jane Blaufus Best Selling Author, International Speaker, and Business Coach Jane Blaufus is the bestselling author of the book WITH THE [STROKE] OF A PEN: Claim your life. Her book and companion planning binder have become recognized as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike. She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager, and executive responsible for the development, delivery, and implementation of recruiting and selection processes and sales and marketing training to thousands of people in the sales force. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada where she consults extensively into the financial services industry. Jane is a sought-after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session and was showcased in the ROUND the TABLE magazine 2016 Annual Meeting Highlights. She was also a featured speaker on the main platform at the MDRT PEAK 2017 Convention in Pattaya, Thailand. Jane is a frequent guest expert on national TV/Radio, and a Huffington Post blogger. Her reputation and expertise make her an influential coach to many financial services professionals across Canada and the United States. Jane believes that to excel in today’s marketplace, the key to success is relationship building and she walks the walk and talks the talk. Previous Speaker Go back to Speaker Network Next Speaker

Trustworthy Selling QuickStart Edition provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market. QuickStart Edition Understand how today’s consumers really make financial choices. Engage consumers by aligning to their mindset and preferences. Internalize new language for obtaining favorable introductions and telephoning skills. Quickly build trust using proven engagement and collaborative discovery skills. Adopt peak performance psychology and productive habits for long-term growth. Your New Advisors Will: Get New Advisors Off to a QuickStart Today! Trustworthy Selling QuickStart Edition provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market. It is a sales effectiveness program that aids the development of advisors so they can settle in seamlessly. The program was developed to be utilized in conjunction with your organization’s existing, proprietary onboarding and initial training program. The Language of Trust Applying Behavioral Economics Techniques Language Demo: Building Trust, Rapport & Credibility Digital Networking Why People Procrastinate with Financial Products Take a Look at Some of Our QuickStart Edition Content! Schedule a Demonstration Contact Us QuickStart Product Sheet Download Download Now It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors. New skills are mastered through practice, role play, application projects and follow up coaching. Lessons are made memorable through use of real-life case studies. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources. Why QuickStart Edition Works: QuickStart Edition