Every year for the past 25+ years, we’ve held our annual Users Conference. This is where some of the best advisors in the industry gather to talk about what they’re doing, how they achieved success, and what’s working now. Over the years, we’ve had some real superstars deliver some truly classic presentations. Those presentations are now available for you to watch, listen to, or read…wherever you are, whenever you want!
Welcome
Search the Library
Search by topic
Search by keywords
New Presentations
Downloads
In Mark Eskin’s talk, “Efficiency and Scalability,” you will learn how this Billion Dollar Team deploys team meetings, voice recognition, brag wall, model day, hierarchical referral association report and other tools to build the infrastructure to support $1B AUM and climbing.
Mark's Handout
Download
Be sure to download Mark’s handout, so you can follow along during his presentation.
Mark's Slides
Download
Be sure to download Mark’s slides so you can follow along during his presentation.
In “Relationship Mapping,” Ed Blumenthal focuses on this extremely powerful tool. You will learn why the team spent a year focusing on identifying and mapping the people their clients knew that they wanted to know.
Ed's Handout
Download
Be sure to download Ed’s handout, so you can follow along during his presentation.
Ed's Slides
Download
Be sure to download Ed’s slides so you can follow along during his presentation.
2016 Users’ Conference
-
Bill Good
The Big Picture
-
Mike Robertson
Q&A with a Legend
-
Rob Sterling
The Bullet-Proof Sales Presentation
-
Jack Reutemann
How to Get More Assets When Opening a New Account
-
David Dickie
How to Use Gorilla to Grow a World-Class Business
-
Mike Ross
Organic Growth through Relationship Marketing
-
Chad Henry
Making Seminars Work Today
Past Users' Conferences
Upcoming Events
There are no upcoming events at this time.