Telling Your Story/Value Proposition


Penny Phillips

Penny’s mission is to support advisory firms and professionals as they embrace change and discover new ways to thrive

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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Clay Hebert

In this funny, energetic presentation, you’ll learn Clay’s simple six-words or less framework to develop a simple, confident way to introduce yourself or your business and start every relationship off on the right foot

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Jeff Bloomfield

Would you like to have a more meaningful and differentiated conversation with your prospects and customers? Jeff has taken the latest in neuroscience to the next level and turned it into a communication system that enables salespeople to do so.

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JAM Consulting Inc.

With a seasoned team, extensive expertise, and a suite of powerful programs, Jam can help you and your organization be more impactful and competitive in today’s dynamic marketplaces.

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Matthew Luhn

Matthew Luhn is an accomplished storyteller, author, instructor, motivational keynote speaker, and story consultant, with over 25 years’ experience creating stories and characters at Pixar Animation Studios.

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