Keynote Speakers
Morning Keynote
Moving from ROI to ROLMitch Anthony, President of Advisor Insights Inc. and The Financial Life Planning Institute.
Mitch Anthony is recognized as a leading expert in the field of building client relationships. His relational skills’ programs are currently being used to train advisors in scores of financial services companies.The Return On Life™ approach and accompanying keynote, developed by industry leader Mitch Anthony, addresses the two major dilemmas experienced by many top advisors: (1) work/life balance and (2) compensation.
It is becoming increasingly difficult for advisors to differentiate themselves in a crowded, "me too" marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience and insights Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:
• What is the next great value proposition that clients will be willing to pay for?
• How do you change the perception you created as a product or process vendor?
• How do you speak to what matters most to your clients?
• How do you build a business model that is good for everyone involved: you, your client and your organization?
Afternoon Keynote
Left vs. Right and the Future of Our Political Economy
Mike Rosen
Mike Rosen hosts Denver's most listened to daily radio talk show, now in its twenty-second year, on 850 HOA. He's an editorial page columnist for the Denver Post and a frequent commentator on local and national TV and radio, including appearances on "The O'Reilly Factor," "Hannity and Colmes," "Lou Dobbs," "CNN Tonight," "Kudlow & Company" and as a substitute host for Rush Limbaugh.
Mike was a corporate finance executive at Samsonite and Beatrice Foods. In 1979-1980 he was selected as a Presidential Exchange Executive, a White House program exposing private sector executives to the workings of the federal government at the highest levels across broad areas. In Washington, he served as Special Assistant for Financial Management to the Assistant Secretary of the Navy, at the Pentagon. Upon completion of this assignment, he was awarded the Department of the Navy Superior Civilian Service Medal for exceptional meritorious service.
A graduate of the University of Denver, he holds BSBA and MBA degrees. He is a veteran of the U.S. Army, serving in Germany from 1965-1967.
Mr. Rosen will discuss the graphic depiction of our federal finances: spending, taxes and debt. Where we are and how we got here. His presentation will include an analysis of war of ideas: the current philosophical divide and the dynamics of contemporary politics.
