Each Next Level Mentor endured incredible adversity and countless trials and challenges on their journey, but they didn’t quit. They overcame and rose to the top of the industry to achieve the life and business they dreamed of. Now they want to help you do the same!
Arwen is a Financial Adviser, National Speaker, Author of 'She Handled It, So Can You!' and Co-Owner of Becker Retirement Group. After years of struggling to generate leads consistently, Arwen took over the marketing and seminars in their practice and directed their focus to reaching women. In her first full year of giving women's seminars Arwen single handedly generated 419 appointments, keeping their 4 full time wealth advisors busy seeing clients as she went on to grow the firm to $3.2 Million in annual revenue and a profit margin of 52%!
Brandon Stuerke entered the financial services industry in 2001. He opened his own independent practice in 2006. While serving as President of Golden Financial Group, he pioneered a new approach to forming alliances with CPAs and doubled his production twice in just 24 months as a result. In 2010 Brandon launched Winning with CPA’s, a consulting practice focused on helping advisors implement their own strategic alliances based on his model. In 2012 Brandon launched Automated Advisor, teaching advisors how to leverage the power of technology, digital marketing and automation to increase results in every area of their practice. Brandon later sold Automated Advisor in 2018. As CEO of Next Level Advisors Brandon now works with the most successful advisors in the country, helping them package their experience into on demand training for advisors. His goal is to help advisors tap into the collective wisdom and experience of the most successful advisors in hopes that others can build the business and lives they really want, while avoiding the mistakes others have already made along the way. Brandon has been featured on the cover of Life Insurance Selling and Insurance News Net Magazine, was a regular contributor for Senior Market Advisor, and has spoken at a myriad of industry conferences. Over the past 10 years Brandon has personally consulted with over 1,200 advisors, 1-1, and is a sought after consultant to some of the largest wholesalers, Broker Dealers, and RIAs in the country.
A sought-after consultant, speaker, and author, Gina Pellegrini brings a wealth of practical experience to her role as a Mentor. Gina’s Minneapolis-based team trains advisors to delegate all appointment scheduling and how to care for existing customers so they become a larger source of referrals and revenue. Gina has written a number of articles and books based on her methods, and is a well-known speaker at industry events like Court of the Table and the Million Dollar Round Table (MDRT), an annual meeting of top performers in the financial services industry.
At the age of 23, Jennifer founded her first software company. Jennifer grew it from zero revenue to over $1M in sales. She then went on to become the Software Division President for a $54M manufacturing firm and grew her division revenues from $300k to $2.2M in less than two years. Today, Jennifer’s focus is on coaching entrepreneurs to grow profitable, healthy, and truly exceptional businesses. A sought after speaker and “Profit Coach” Jennifer has inspired and helped hundreds of entrepreneurs all over the country close the cashflow gap and increase their profitability exponentially!
Lori has been working with High Net Worth families for over 20 years. Her mission is to keep the family strong by creating a culture of communication and trust within the family, training families how to approach difficult conversations, facilitating multi-generational family meetings, and establishing systematic, intentional traditions for successful family transitions. Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy, FPA Northeast Wisconsin, Fox Valley Estate Planning Council, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing Workshop, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.
Mickey O’Neill, Principal of Advent Media, recognized as a leading practitioner in advertising and marketing. Mickey has created successful radio shows for Brokers, Agents, and Financial Planners from border to border, coast to coast. Leveraging a customized broadcast radio format with an amazing ability to engage audiences, Mickey helps advisors increase their market visibility, generate leads, and scale their client base and revenue. Based in Oklahoma City, Mickey has been a guest speaker for many organizations including Senior Market Advisor Expo, and Creative Marketing International Corporation. He was the co-host of a long-running radio broadcast program SuperHealth. Additionally, he has written occasional columns for Senior Market Advisor Magazine and other publications.
Paul D. Spurlock is one of the country's leading experts at running a highly efficient, 100% virtual/remote financial planning practice. In 2007, Paul made the decision to transition his personal practice online and began offering his services to a national clientele. After a few early years of extreme struggle and frustration, he cracked the code for closing large cases over the phone/internet, and in 2009 broke 7 figures for the first time. Paul’s average case size is $896,000 in assets, his largest annuity case from a single internet planning transaction was $4.5 million and his largest production month overall was just over $7.5 million… all done completely virtual through the phone and internet. Paul’s passion is sharing his sales approach, planning strategies, and virtual financial advisory practice model with other financial professionals.
A third-generation entrepreneur, Randy works collaboratively with professional advisors to High Net Worth families to facilitate estate and wealth transfer planning. He has recently launched Ten Billion for Charity an initiative intended to unite advisers to raise awareness and capabilities to create more charitable gifts. He is currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. Randy has recently been named the Distinguished Co-Honorary Chair 2017 Improving Financial Awareness & Financial Awareness Movement by the Financial Awareness Foundation. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes.
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Rod Zeeb is passionate about training advisors to deliver what High Net Worth clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with wealth transfer. Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others. Rod has been quoted in The Wall Street Journal, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications. Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
For more than 15 years Ryan Zeeb has consulted with families, individuals and professionals on four continents. Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management. His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives. Mr. Zeeb is a sought after speaker and consultant on the topics of Heritage Planning, Building Professional Collaborative Teams, Practice Development, Business Growth and Exit Strategies. As President of The Heritage Institute for nine years, Mr. Zeeb helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry. Mr. Zeeb trained and consulted with over 600 top wealth professionals on four continents.
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