Business With Bagels Speakers

John Baier

John Baier

25 Point Systems

John Baier has 35 years of experience as a Managing Partner and also has served as a company executive. As Managing Partner, he built a scratch agency into one of the premier agencies in the world. Baier was the 2013 inductee into the GAMA International Hall of Fame, the highest distinction in the financial services industry. John is the founder and CEO of Baier Consulting International and co-founder and Executive Director of Vivo Mobile, Inc. Recently retired after a storied career as a Managing Partner with New York Life, John is the creator of the industry-renowned 25-Point System. He most recently served as Executive Director of Seguros Monterrey New York Life in Mexico.

Curtis Cloke

Curtis Cloke

RetireRight

John Baier has 35 years of experience as a Managing Partner and also has served as a company executive. As Managing Partner, he built a scratch agency into one of the premier agencies in the world. Baier was the 2013 inductee into the GAMA International Hall of Fame, the highest distinction in the financial services industry. John is the founder and CEO of Baier Consulting International and co-founder and Executive Director of Vivo Mobile, Inc. Recently retired after a storied career as a Managing Partner with New York Life, John is the creator of the industry-renowned 25-Point System. He most recently served as Executive Director of Seguros Monterrey New York Life in Mexico.

Marie-Christine Drolet

Marie-Christine Drolet

AtmanCo

As the CEO of AtmanCo, a disruptive solution in the Talent assessment industry, Marie-Christine Drolet is bringing more than twenty years of executive experience to this Software-as-a-Service company. Marie-Christine has a proven executive management track record driving sales growth with clients from hundreds of different organizations in the Insurance and Financial industry, as well as optimizing how they hire, lead and grow their most valuable assets: Their advisors. With a M.S. in career orientation from the University of Quebec and a passion for understanding human psychology, Marie-Christine is a dynamic speaker with a unique vision centered on business performance and on how companies and leaders can unleash people’s full potential in order to achieve business happiness.

Aamer Ghaffar

Aamer Ghaffar

Kordinator

Aamer Ghaffar is Chief Strategy Officer of Kordinator with an academic focus on NLP and Intent analysis in data analytics. Prior to founding Kordinator, Aamer was a Partner and Global Innovation Officer at JavaDive Technologies. Aamer has more than 16 years of technology business leadership experience delivering customer engagement and agent empowerment in the insurance industry. In addition to his role at Kordinator, Aamer also serves on multiple Boards of technology companies.

Regina Bedoya

Regina Bedoya

MDRT Academy

Regina is President of RB Financial Advisors located in Juno Beach, Florida. Having worked in financial services since 1975, Regina has spent the last 20 years helping her clients achieve financial security. Regina is committed to providing sound financial advice and exceptional customer service. Her mission is to help clients achieve their financial goals through a systematic process which includes values-based goal setting, application of specialized knowledge, development and implementation of an action plan, and periodic monitoring of its progress.

Heather Wilson

Heather Wilson

White Glove

Heather is a senior account executive at White Glove, she thrives on educating clients on how to effectively utilize White Glove’s digital media marketing for total practice management. She helps service advisors from all across North America retain and gain more clients. She effectively manages their practices by significantly improving their ROI through a comprehensive business growth program. Heather was one of the original sales hires at White Glove and has become one of the top producing employees within the company in just three years. Her eagerness and devotion to help business professionals take their business to the next level is apparent in everything she does.