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    Savvy Advisor Solutions

     

 
 
 

Savvy Advisor Solutions

An opportunity for Growth

You don't want to miss this! Savvy Advisor Solutions is an opportunity for financial advisors to upgrade their business. Get business building tips from outstanding presenters.

Plan to stay after the presentations for cocktails and networking with your peers.

Sponsored by Lift Consulting and ISG.

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This event is for financial advisors and life insurance producers only.

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.

John Florance is Regional Vice President at Insurance Services Group, Inc. John comes to ISG after 10 years wholesaling annuity and retirement solutions for Lincoln Financial Group. He has extensive entrepreneurial and business building and experience having founded, built, and sold a pet products manufacturing company, and working in senior executive positions in in both the high tech and consumer products arenas. John’s passion lies in working with other business owners and entrepreneurs to help them better serve their clients while simultaneously building their own businesses. John holds a joint MBA/MIM from the Thunderbird Graduate School of International Management, as well as a BA in Political Science and Music from Wheaton College. 

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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.