(Approx 40 mins.)

SPECIAL GUEST SPEAKER: Josh Mellberg

A 2003 graduate of Western Michigan University, Joshua is a respected financial author, popular convention speaker and financial advocate for seniors and retirees. Joshua was also a feature story on the November, 2009 issue of Senior Market Advisor Magazine. He is considered one of the United States top “expert’s expert” on retirement income planning. Josh is the financial advisor that other retirement income planners consult when they want help in designing a state-of-the-art retirement income program. He has trained hundreds of the top financial advisors in America and his financial education videos have been downloaded and viewed more than one million times over the past two years.

Topics that will be discussed include:

• From $0 to $100 million and over 8,000 appointments by age 31 - one advisor’s story
• Marketing and sales mistakes many advisors make today that they don’t even realize
• Today’s consumer trends and buying habits you must know in order to be successful
• Seeing new client acquisition opportunities before your competition
• Why doing the opposite of what most advisors are doing can help you increase
  production
• How to work smarter by leveraging technology and modern marketing system
• How you can cut your work week in half and double your sales
• And much, much more!