Telesummit Offer
Marie Swift
President & CEO
Thanks for participating in the Financial Planning Success Series, hosted by Ed and Jody Jacobson, where 29 of the industry’s top consultants, experts and financial planning practitioners – including Mark Tibergien, George Kinder, Bob Veres, Joel Bruckenstein, Julie Littlechild, Maribeth Kuzmeski, Carl Richards, and many more – shared how to boost your growth and productivity, while aligning your work and your life.

I was pleased to be one of the experts in this rather impressive all-star line up.
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MY GIFT TO YOU

​My gift to the telesummit participants is three-fold:​
  1. Everyone who fills out this form will be able to immediately download my special tips sheet “How to Be ON When the Camera is On.” If you want to master video and television appearances – a.k.a. “camera skills” – this tips sheet is a must-read chock full of must-practice advice.
  2. Everyone who fills out the form will also be automatically entered into a drawing to win free admission to the "Advisor Thought Leader Summit" happening November 9th and 10th at the University of Chicago Gleacher Center. On June 15th, the drawing will be done by putting the names “into a hat” and one lucky winner will be pulled out and notified.​
  3. Everyone who fills out the form will be emailed the name of the lucky winner + they will receive a special offer to save $100 off the prevailing rate on the “Advisor Thought Leader Summit” happening November 9th and 10th at the University of Chicago Gleacher Center.

DOWNLOAD YOUR FREE “CAMERA SKILLS” TIPS SHEET AND ENTER THE “ADVISOR THOUGHT LEADER SUMMIT” DRAWING NOW.
THE 2018 ADVISOR THOUGHT LEADER SUMMIT – IN A NUTSHELL
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  • The Advisor Thought Leader Summit will be an experience you’ll never forget.
  • In order to create a more powerful, interactive experience, the Advisor Thought Leader Summit will be open to a small group of financial advisors, only.
  • This exciting 2-day summit will provide much more than just learning, information and insights.​​
  • Financial services marketing professionals Maribeth Kuzmeski of RedZone Marketing and Marie Swift of Impact Communications are partnering to create a totally unique EXPERIENCE where we not only teach but also actually get some work done.
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Through individual and group coaching, you will learn:

  • How to work with the mainstream media and position yourself as the go-to source when it comes to personal finance and investment strategy
  • How to improve your personal presence and presentation skills – including what to wear and how to be on camera​
  • How to communicate – verbally and in writing – in a more powerful and compelling way​
  • ​Benefits of writing a book or building a credibility platform based a thought leadership blog

SPECIAL CELEBRITY GUESTS

In addition to learning from Maribeth and Marie, you will spend time learning from Angie Larsen who spent 14 years honing her on-camera skills as a news anchor for ABC 4 News in Salt Lake City, and talk show host on the Emmy Award-winning Good Things Utah.”

​Also making a special guest appearance: award-winning author/journalist John Wasik, who will talk about creativity, innovation and building a thought leadership platform of your own.
Maribeth Kuzmeski, PhD, Marketing Strategist, Author & Speaker
Marie Swift
​PR Strategist, 
​Author & Speaker
Angie Larsen
Studio Producer, Speaker, Journalist
John F. Wasik
Author, Speaker, Journalist
MORE THAN JUST LEARNING “HOW TO”

​Think of the Advisor Thought Leader Summit as “media training on steroids” – not only will we teach you everything we know about being a media magnet, but …
 
Every participant will walk away with a suite of digital assets to use on their website, in email campaigns and on social media:
  1. Photos of you with the celebrities onsite
  2. A video interview with one of the celebrities onsite (your passion, purpose and reason for attending the summit in 2 minutes or less)
  3. A press release to customize and use online and with media outlets
  4. Tips sheets on camera skills and setting up your own video studio in your very own office
  5. Worksheets on how to develop a more compelling message and stronger online presence
  6. A digital copy of Maribeth Kuzmeski’s book, 85 Million Dollar Tips for Financial Advisors​
  7. A special Executive Media Manual produced by Impact Communications that will tell you exactly what to do – and what not to do – when working with the media
 
These digital assets will give you a credibility-boosting springboard and help you achieve “slightly famous” status with your clients, prospects, centers of influence and local media outlets.
​In addition, Premier Level attendees will shoot a longer Thought Leader video:

Imagine being able to use your own 8-10 minute video where you are the thought leader presenting to an audience at the Gleacher Center in a kind of “TED-Talk” style.
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This special digital asset will be professionally produced and provided by Impact Communication's Video Productions Group
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Coaching and scripting in advance is included (Maribeth or Marie will work with you in advance to craft the speech you always wanted to give).
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Onsite hair and make-up will be provided for those who want it.

​I hope you enjoyed the Financial Planning Success Series telesummit and look forward to see you at the upcoming Advisor Thought Leader Summit in November.
​SAVE THE DATES!

2018 Advisor Thought Leader Summit
University of Chicago, Gleacher Center
https://www.gleachercenter.com/about
Downtown Chicago, IL
Nov. 9th and 10th, 2018
​Plan to fly in Nov. 8th (Thursday) as we will begin bright and early on Nov. 9th. We’ll work all day together on Nov. 9th (Friday) and most of the day on Nov. 10th (Saturday). You should be able to catch a flight home late afternoon / early evening Nov. 10th – or spend the extra night and enjoy Downtown Chicago on your own on Saturday night / Sunday.