Savvy Advisor Solutions

Eventbrite - Savvy Advisor Solutions

Do you feel stuck in your career?

Have you failed to meet your personal goals?

Register now for SAS and bring the energy back into your practice!

Get business building tips from outstanding presenters:

Matthew Pletzer President/Founder of Lift Consulting, has over 14 years of professional sales training, management/leadership and business and strategy development experience with three Fortune 500 sales organizations. Matthew found early success in his career and excelled in all aspects of front line sales, sales management and strategic leadership. In Matthew’s most recent position he managed the strategic direction of a $540M annual book of business and reported to the Strategic Leadership Team and Board of Directors of a >$1.8B business.

Spencer  Smith, the founder of, and principal of the Cobalt Companies, a real estate investment firm he started in 2000. Spencer is also an instructor at the University of Wisconsin, where he teaches classes on Social Media Strategy and Digital Marketing Strategy.

He’s had the privilege of working with seven Fortune 500 companies – IBM, Kohl’s Corp, Kimberly-Clark, Oshkosh Truck, The Hartford, Nationwide, and American Family Insurance. Since 2015, he’s conducted over 130 speaking appearances & three Keynote Speeches, including for the Wisconsin Alumni Research Foundation (WARF), the $1B intellectual property arm of the University of Wisconsin.Spencer has been featured and quoted in ForbesThe Huffington PostMoney MagazineEntrepreneurInc. magazineYahoo Small Business AdvisorMSN MoneyCostco Connection and dozens of other publications. ​


Brendon DeRouin, the President of Insurance Services Group, Inc. (ISG).   His focus has been on creating a team that will deliver additional revenues with time savings for our producers.  In 2006, Brendon took over the leadership of ISG and has focused on bringing more value to its relationships.

Eventbrite - Savvy Advisor Solutions