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Savvy Advisor Solutions

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Central Standard Craft Distillery

613 S 2nd St

Milwaukee, WI 53204

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You don't want to miss this!

Savvy Advisor Solutions is an opportunity for financial advisors to upgrade their business.

Topics Include:

  • How to generate more Class A client referrals that you really want in your business

Market Review: A Case for Protection

  • What do you do in this Market?

  • Why Now is the time to act!

Also featuring an advisor panel comprised of industry leaders willing to answer questions on how to push through hurdles and find success.

Michael Savolt, President of Tax Management Services, serves his clients in many roles including Financial Planner and Business Consultant. Mike holds a Bachelor's Degree from St. Mary's University of Minnesota and received his Minnesota C.P.A. certification in 1990. He was a Senior Accountant with Arthur Anderson for five years before founding TMS in 1992.Mike's key to success is to make sure he understands his clients' needs. He gathers as much information as possible about his clients. He also believes that clients need to understand and be involved in their financial situation so that they make good financial choices.Outside of the office, Mike holds several appointments including roles on the SII President's Council , Program Advisory Committee of Fox Valley Tech and Global University.

Juli McNeely joined McNeely Financial Services in 1996 after working in the banking industry for five years. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals.She is professionally affiliated with NAIFA- National Association of Insurance and Financial Advisors, where she serves as the National Immediate Past President. Juli also holds the Series 7 and 63 securities registrations through SII Investments, Inc.

Michael Matrise got started in the financial services business in 1971 at Prudential Insurance Company. There, he met his current partner, Tom Polzin. In 1976 Tom and Mike left Prudential to start an independent life insurance agency. That agency evolved into a full service financial services firm that now does business as MPC Advisers, LLC. Currently, MPC Advisers has grown to become one of the premier financial services organizations in the state with more than 4000 clients and more than 400 million dollars under management as of December 31, 2010.

Also 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.

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.

and

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.

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.

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Central Standard Craft Distillery

613 S 2nd St

Milwaukee, WI 53204

View Map

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