Anthony Cole Training Group Presents Leadership Sales Workshop: Understanding the Sales Competencies of Top Advisors   Does your firm need to acquire and grow new relationships? Sales leaders no longer have to rely on observation, anecdotal evidence and personal opinion about what differentiates top performers from average and poor performers. There is a science to selling and this workshop will provide participants with a glimpse of the 21 specific skills and capabilities that advisors must have to be top producers.…

THE TOP 2021 & 2022 INCOME & ESTATE PLANNING STRATEGIES ARISING FROM THE BIDEN ADMINISTRATION'S TAX PROPOSALS   We are teaming up with the Northern Kentucky Bar Association to introduce VonLehman CPA & Advisory Firm as they present: The Top 2021 & 2022 Income and Estate Planning Strategies Arising from the Biden Administration's Tax Proposals.   Robert Aylor and Victor Evans will be discussing: Recent Tax Changes Related to: Consolidated Appropriations Act American Rescue Plan Act CARES Act Potential Effects…

Join us for Young professional's day as Ken Byers Presents: How to Build an Effective & Profitable Team Join us for this special Young Professional Event with nationally recognized local financial educator Kenneth V. Byers. Ken will be sharing his insights and wisdom of over 45 years in the financial industry as well as his Seven Step Process. The Seven Step Process is used to help create a cohesive and comprehensive plan for clients. Most clients have financial blind spots…

Values-Based Financial Planning Ben Beshear CFP®, AWMA, CLTC of LiveWell Capital will be presenting Values-Based Financial Planning.  Ben will discuss how to have a values-based conversation about money with your clients and also show your value. 5 Capitals - Take stock of all of the wealth you have in your life. Philosophy - Each advisor needs to understand their planning and investment philosophy to help coach clients Value - Advisors need to find ways to add value for clients in…

Three Levels of Business Insurance Planning Join David Szeremet JD, CLU®, ChFC®, head of Advanced Planning at Ohio National Financial Services for an educational, sales-oriented session geared towards you – the busy financial professional. David will briefly review the Three Levels of Business Insurance Planning followed by a rapid-fire series of sales studies based on real case consultations from 2020 and 2021. This face-paced, informative session is designed to help you zero in on planning opportunities and drive sales.  He will discuss…

Build Back Better Act - The Past, Present & Future         We are teaming up with the Cincinnati Bar Association to virtually host Mark Gaudet, CPA, CFP®, CAP® CSH, of Clark Schaefer Hackett as he presents on the Build Back Better Act. Mark will be discussing what is new for the 2021 tax year and delve into the Build Back Better Act as passed by the House of Representatives on November 19, 2021 as well as the…

Say It So It Sticks!  The Right Words to Say to Anybody, Anywhere, Anytime Whether they like it or not, financial advisors are professional speakers.  They earn their income, initially at least, through speaking.  Outstanding advisors confidently guide fruitful conversations by drawing on insightful, helpful, repeatable mental scripts.  Through speaking clearly and confidently, advisors influence their clients' decisions, providing them with understanding and peace of mind. Quickly connecting and building trust with prospects and clients are vital.  Combining his hands-on…

Situational Social Security   Jim Blair, Part Owner & Social Security Consultant Premier Social Security Consulting Marc Kiner, CPA Part Owner & President Premier Social Security Consulting Jim Blair and Marc Kiner of Premier Social Security Consulting, LLC will be presenting Situational Social Security. This seminar will focus on the fact that every client is in a different and unique situation.  Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application. …