Paul Feldman

A life lesson in success — with John Wheeler

Growing up poor, John Wheeler got into the insurance business to make a better life for himself. When he realized that he could improve the lives of others, he says, the business “got into me.” Fifty years later, he’s still going strong as a financial advisor helping others.

How to run the perfect virtual client meeting

COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. Our session will teach you how to master the virtual client meeting and what advantages online meetings might have for your practice.

Who wants to be a millionaire? — with Tom Hegna

Tom Hegna has spent his decadeslong career helping advisors and their clients create successful retirement plans, teaching them how to have income they’ll never outlive, how to reduce retirement risks, and successfully pass on wealth. His passion for these topics is obvious — and contagious.

Beyond success — with Dan Clark

Dan Clark is a motivational speaker, leadership trainer and author of more than 20 books, including The Art of Significance: Achieving the Level Beyond Success, which focuses on his 12 Highest Universal Laws.

Sailing On That Big Blue Ocean — With Joe RoosEvans

Joe RoosEvans discusses how he discovered the way to set himself apart from all the other advisors out there, describes the way he mastered the art of marketing and reveals why losing his first job was the best thing that ever happened to him.