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FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
Updated!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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Building a Mount Everest Team
One is too Small a Number to Achieve Greatness
Updated!
  

It takes an extraordinary team to accomplish something magnificent! You can not have a mole hill size team and expect to conquer Mount Everest. In order to conquer Mount Everest you must build a Mount Everest Team. A team which operates, thinks, acts, and compliments one another. The beauty lies as they build on each others strengths and develop a oneness with one another, tapping into th...

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Travels From: San Antonio, TX
Fee Range: Available Upon Request

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Your Money... Yes, it Does Talk!
So, What is your's saying to you?
  

Would you get on an airplane if you didn’t know where it was going? Of course not! Why then, wouldn’t you have that same attitude about your money? Unfortunately, most people have no idea of where their money is taking them, nevertheless, they continue doing the same things with their money over and over again. I know… wouldn’t it be awesome if our money really could ...

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Travels From: Dallas, TX
Fee Range: Available Upon Request

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Be the Red Ball
How to Get Your Leaders to Step Up and Lead
  

Are your people stuck? From CEOs to middle managers to line forepersons, organizations need people who get the ball rolling. Joel calls those leaders “Red Balls” because they propel everyone else into motion. Joel reveals actionable tactics for energizing the leaders in your organization so your business rolls in the right direction. Every organization needs these Red Balls to inspire ...

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Travels From: Los Angeles, CA
Fee Range: Over $10,000

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Profit and Cash - The Insurance Game Workshop
A workshop to improve the bottom line.
  

You need it when employees, suppliers, and/or Board Members would benefit from better understanding how the insurance-related organization operates and makes money. You get a unique, engaging, relevant, fast-paced, fun, and very effective learning experience. Attendees participate in a 4 to 6 hour, hands-on, interactive business simulation. So that everyone better understands the financi...

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Travels From: Kansas City, MO
Fee Range: Available Upon Request

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Technology Insurance: What is it? Do you need it? How do you get it?
Learn how to buy it AND understand your claim scenarios
  

The tech insurance industry is new and can be very confusing to insurance buyers and sellers. Join Bill as he explains the brief history of tech insurance, what it is and protects, and tips to eliminate confusion between it and traditional insurance. - Learn why data breaches can cost hundreds of thousands of dollars for even small businesses - What the insurance covers and how it connects to ...

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Travels From: Lexington, KY
Fee Range: $2,500 - $5,000

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Soar into High Performance Living
Maximizing Potential Individually and Organizationally
  

One definition of Soar is to rise or aspire to a higher, more exalted level. High Performance Living is an outer expression and experience of maximizing ones inner potential in the physical, emotional and mental arenas of life. Understanding how these dimensions of life interact and affect each other, positively or negatively, is one of the keys to optimizing one's performance and quality of li...

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Travels From: Salt Lake City,, UT
Fee Range: $2,500 - $5,000

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Mental Health Oppression and Changes to the Affordable Care Act
Helping Our Oppressed Clients Get The Mental Health Treatment That They Need
  

With the Affordable Care Act (aka Obama Care), clients who made too much for Medicaid and not enough to purchase medical insurance, were finally able to receive treatment for mental health issues. Now that we have an new Administration that is pushing forward with changes to the Affordable Care Act, many of the clients that were receiving treatment will be in a position where they may no long...

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Travels From: Silver Spring, MD
Fee Range: Available Upon Request

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Financial Empowerment Topics Customized for YOUR Audience!
Topics include estate planning, budgeting, generational wealth transfer, real estate, insurance, business starting/building, scams, and credit repair
  

As a fee-only financial planner, JJ has delivered outstanding content on a variety of financial topics including scams, credit repair, budgeting, estate planning, generational wealth transfer, buying or selling a home, insurance, and business building. Topics are customized to your requirements, will compliment your theme, and will add incredible value to your audience. Some of JJ's more popul...

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Travels From: Shreveport, LA
Fee Range: Available Upon Request

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Profit & Cash® Workshop
The Learning Game. 
 A workshop to improve the bottom line.
  

Profit & Cash® makes each employee more valuable. When managers and employees clearly understand how their company makes money, they think more creatively and strategically. They make decisions, consciously and subconsciously, with the company’s larger goals in mind. Employees with true business acumen influence top-line revenue generation, optimize resource allocation and take action...

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Travels From: Kansas City, MO
Fee Range: Varies

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