Are You Ready FOr

Scale Summit

March 20-22, 2024

Sheraton Denver Downtown Hotel
1550 Court Pl Denver, CO 80202

Agenda

1PM-5PM

 Triad Wealth Bootcamp

Windows

Calling all Triad Members looking to level up their financial planning knowledge! Whether you’re a Founder, seasoned advisor or a paraplanner, this bootcamp is tailor-made for you.

 

Here’s what’s in store for you: 

  • Deep dives and case studies on Income Planning
  • Tax and estate planning strategies and use cases
  • Skills to dish out top-notch, comprehensive advice that speaks to your clients’ goals.

8AM

TRIAD WEALTH BOOTCAMP (Cont’d)

Windows

1PM

Registration

South Convention Lobby

3PM

Welcome to Scale Summit: An Intro for New Faces 

Grand Ballroom
For those new to Scale Summit, join to connect and learn how to get the most out of it.

4PM

Opening Session: The Infinite Mission: Elevating from Success to Significance

Grand Ballroom

5PM

Never Lose a Client Again | Joey Coleman

Grand Ballroom

6:30PM

DBDL Dine & Dialogue: Cultivating Connections Within our Community

Parlur

7AM

Morning Mingle: Breakfast with the Community

South Convention Lobby

8AM

Endless Possibility with Matt Herrington

Grand Ballroom

9AM

 Inspiration Spotlight:  Where Great Work Inspires Us All

Grand Ballroom

10AM

15-Minute Refresh 

Location of Event

10:15AM

Breakouts

Location of Event
  • Sales Mastery: Transferring Belief of Your Value with Ease
    • Ideal for: Point of Sales, Advisors, Para Planners, Appt Setters
    • Location: Tower Court D
  • How to Never Lose an Employee Team Member Again | Joey Coleman
    • Ideal for: Founders, COO, Dir of Operations
    • Location: Grand Ballroom
  • Hidden Treasures: Unlocking Value from Your Current Book of Business
    • Ideal for: Sales Advisors, Service Advisors, Advanced Paraplanners, Appt. Setters
    • Location: Tower Court B
  • Becoming Preeminent in Your Market, By Leveraging What Makes you Unique
    • Ideal for: Anyone
    • Location: Tower Court C
  • Marketing Mastery: Expanding Your Reach with Proven Marketing Strategies
    • Ideal for: Marketing Specialists, Presenters
    • Location: Windows

11:45AM

Lunch

South Convention Lobby

Time with Joey Coleman and Matt Herrington (Optional working lunch)

12:45PM

Breakouts

Location of Event
  • The Art of Influence: Mastering Presentations & Visual Storytelling
    • Ideal for: Sales Advisors, Presenters
    • Location: Tower Court D
  • Billion-Dollar Blueprint: The Foundations Needed for $1B in AUM
    • Ideal for: Founders Only
    • Location: Tower Court B
  • Creating remarkable Experiences in everything you do (clients/team members) | Joey Coleman
    • Ideal for: Ops Leaders, COO, Dir. of Ops, New Business
    • Location: Grand Ballroom
  • Maximize Client Value: A Unified planning process for a seamless client experience
    • Ideal for: Sales Advisors, Service Advisors, Planners
    • Location: Windows

2:15pM

15-Minute Refresh

Location of Event

2:30pM

Teamwork Takedown: Fun Challenges to Forge Stronger Bonds

Grand Ballroom

3:30pM

Team Collaboration for Significance

Grand Ballroom

6:15PM

Load Buses for Grand Finale: An Evening of Significance & Memories

Main Entrance (right outside the lobby)

Speakers

Joey Coleman

Joey Coleman helps companies keep their customers and employees. As an award- winning speaker, he works with organizations around the world ranging from small startups to major brands such as Volkswagen Australia, Zappos, and Whirlpool.

His First 100 Days® methodology fuels the remarkable experiences his clients deliver and dramatically improves their profits. His two books have received critical acclaim and both were instant Wall Street Journal best sellers. Never Lose a Customer Again, offers strategies and tactics for turning one-time purchasers into lifelong customers and his newest book, Never Lose an Employee Again, details a framework companies around the world can use to reduce turnover and increase employee engagement.

When not speaking to audiences around the globe (he’s spoken on all seven continents), Joey enjoys playing board games, building LEGO sets, and reading bedtime stories with his amazing wife and two young sons.

Matt Herrington

Matt is an ordinary guy engaged in creating extraordinary things in the world through his work within the PSBLTY Co. Matt grew up in a large family on a farm in southern Arizona. Planting and nurturing crops each year provided the possibility of a harvest. In a similar way, Matt’s parents planted a powerful seed in him; that there wasn’t anything that he couldn’t do – that with faith and action anything is possible. Matt realized that God did not put him on this earth to develop crops and cattle, but rather to develop people, leaders and organization culture.

Being with Matt, you experience the possibility of real freedom for yourself as a leader and for your organization. The process is simple: Uncover your identity, Unlock your message, Unleash your Team. Equipping leaders with a clear identity, bold language, and a culture operating system, Matt helps you see the possibility of three massive paradigm shifts: identity driven over circumstance driven, design over default, and leadership over management.

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