ESI Business Development Conference
August 27-29, 2023
Have you registered for the ESI Business Development Conference yet? In addition to training, sales, and practice management opportunities, you’ll hear from world class speakers, like Mitch Anthony and Ryan Haezebrouck.
Mitch Anthony
Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.), and is recognized around the globe for his pioneering work in life-centered planning.
Mitch is a sought-after expert for the media and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. Mitch is also host of the daily radio feature, “The Daily Dose,” heard on over 100 radio stations nationwide.
Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. In addition to The New Retirementality (now in its 5th edition) and Your Clients for Life, Mitch is the author of many groundbreaking books for advisors and consumers, including Defining Conversations, The Financial Professional’s StoryBook, Your Client’s Story (now in its 2nd edition), Selling with Emotional Intelligence, The Financial Lit-Kit (The Cash in the Hat, The Bean is not Green, and Where did the Money Go?), and Life-Centered Financial Planning.
Mitch Anthony will be presenting “Becoming a Better Biographer of Your Clients” at the ESI Business Development Conference.
Ryan Haezebrouck
Sponsored by Brighthouse
Ryan Haezebrouck, Vice President, is a member of BlackRock’s Retirement Insurance Group within BlackRock’s Retirement business. Ryan is responsible for maintaining relationships with insurance firms and supporting variable annuity wholesalers and financial professionals across the Mid-Atlantic & Michigan. He is a regular speaker at industry conferences, national sales meetings, retirement income symposiums, and end-client seminars.
Ryan will be presenting “When your clients’ Health and Wealth Collide” at the ESI Business Development Conference. The global pandemic has spotlighted how devastating health can be to wealth, both on economic and personal levels, and how unprepared many clients are to face a serious health issue. Learn best practices for incorporating key longevity planning conversations into your practice to help retain client assets and connect authentically with the next generation.
Questions about the ESI Business Development Conference? Please contact ESIBusinessDevelopment@NationalLife.com .
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