NMP Speakers & Guests

November 25 – 27, 2018, San Francisco

We are excited to announce that we have assembled a panel of speakers you won’t want to miss. 
Build your skills and get hands-on experience with the No More Pies Advisor Conference … You won’t want to miss this one-of-a-kind event!

Visionaries and trailblazers who are revolutionizing wealth management make up our speaking faculty.  Our content dives deep into topics such as advisory models, technology, client acquisition, seamless onboarding, personalization, presentation strategy, and more.

You’ll walk away with pages of actionable strategies delivered by practitioners that are doing the work.

Jack Reutemann

CEO/Founder, Research Financial Strategies

Jack will cover his second opinion process, an invaluable method for converting prospects into clients. He’ll also show you his powerful “highlight reel” of what you do and why, which you can use to educate your clients and prospects on the value you provide.

Prospects & 2nd Opinions: Saturday @ 1:00pm

Retirement Seminars: Sunday @ 9:00am

Don Creech

Investor Resources, Inc, CFP® AIF®

Don will speak about how he builds portfolios for his clients, including Select Trading Rules, Global Trading Rules, and Concentrated Portfolio Trading Rules.

Trading Systems: Saturday @ 1:00pm

TC2000: Sunday @ 9:00am

Jason Roberts

Financial Advsior

Jason will share his process on presenting the features and benefits of technical analysis to clients and prospects in a way that isn’t technical. He’ll also show you his Offensive / Defensive weekly investment process, which helps him determine whether to buy, sell, or hold.

Technical Analysis: Saturday @ 1:00pm

Buy, Sell or Hold: Sunday @ 9:00am

Register Now!

With market volatility on the rise, NOW is the time to learn tactics and techniques that will PROTECT YOUR BUSINESS AND YOUR CLIENTS when the next bear market strikes.  Don’t miss this new edition of one the most valuable courses we offer!

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