All Sessions


10:00 - 12:00 Rick GoldmanMark Skinner


Pre-Conference Workshop - Optimizing Your Sales Revenues & Business Asset Value


Rick Goldman
VP, Business Development, AmWINS

Mark Skinner
President & CEO, US Retirement Partners


Session Description

This pre-conference workshop will be led by a panel of industry experts. Attendees will receive practical advice, strategies and hand-outs to aid them in:  morphing their business model to be responsive to changing market conditions;  becoming more consultative and strategic in their interaction with clients and prospects; identifying their firm’s sustainable competitive advantage; developing new capabilities to remain relevant to client needs; redefining the benefits advisor’s role; leveraging technology to improve operational efficiencies and to enhance employee engagement; and increasing the asset value of their business.


 All Sessions