Deirdre Van Nest
Deirdre Van Nest is the Go-To Expert for financial professionals on the topic of speaking. She is the creator of the Crazy Good Talks™ Blueprint, a system that teaches advisors, agents, and leaders how to build a brand and bring in business through the power of speaking. Deirdre is a keynoter, trainer, Certified World Class Speaking™ Coach, contributing author of the Amazon bestseller World Class Speaking™ in Action and author of “Fire Your Fear™. She’s helped 1000’s of financial professionals learn how to gain a competitive edge and leverage their marketing time using speaking.
As Founder and CEO of Mattson Enterprise, Inc., Glenn oversees an elite team of practice development consultants who provide solutions to agency leaders and financial advisors facing the challenges of achieving extraordinary success in highly competitive and overcrowded markets. Glenn is an extremely sought after keynote speaker, a gifted and respected platform trainer, coach, advisor and author. “My business is helping my clients transform their business into a more efficient, productive and profitable one.”
Ande began working in the financial industry over twenty-four years ago as a Financial Strategist, specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry; having coached and developed thousands of financial professionals. After serving in various leadership positions throughout the financial services industry, including running a multi-million dollar fintech company, Ande felt it was time to do something that would make a profound difference in bridging the confidence gap between women and their money.
Eric McDermott is a General Agent and Financial Advisor at Pacific Advisors, a Guardian agency with over 46,000 clients and more than 150 financial advisors, specialists and staff. The firm works with over 10,000 business owner clients and has in excess of $2.5 Billion in assets under administration. He leads the Advanced Financial Strategies Team, new initiatives, operational strategy, and enterprise marketing. As a Financial Advisor he holds multiple advanced designations, including CFP®, ChFC®, and CLU®, and focuses on connecting business leaders with strategies to protect and grow their business, net worth and estate. An entrepreneur at heart, Eric uses his more than 20 years of innovation and marketing capability as a partner in several additional enterprises as well.
Simon Reilly is an international values and behavioral analyst, business coach, speaker, and author with 30 years of experience in the personal development industry combining extensive research and study in the areas of values & behaviors analysis, inspiration & motivation, leadership, change management, vision & business planning, team building and sales & marketing. Simon has 25,000 + hours of one-on-one personal and business coaching experience. Simon presents his one-on-one coaching, speaking and workshops to help financial advisors and their teams reach and exceed their goals in any economic climate. Simon goes beyond the mechanics of success when working with a client, and pulls back the curtain and allows his clients to really understand what holds them back from realizing their goals.
The Taylor Method
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company, he was a standout financial advisor at New York Life, making Chairman’s Council and finishing his career there as the highest producing advisor in the history of the African American market.
H. Adam Holt
Adam Holt is the Managing Partner of RubinGoldman and Associates one of AXA Advisors’ top firms located in Philadelphia, PA. For the past 20 years Adam has been a wealth management professional instrumental in bringing innovative practice management technologies to his organizations. Adam is the CEO and Founder of Asset-Map; a visual technology platform used by thousands of financial professionals globally to engage clients in a holistic discussion of their financial condition. Adam earned his Bachelors of Science in Economics and Planning from Rutgers University, an MBA from Drexel University and his ChFC designation from the American College.
Global Diversity Marketing
Tariq is an international public speaker, and recognized leadership coach with a 25-year track record of growing diversity in the financial services world. Tariq is the founder and CEO of Global Diversity Marketing (GDM) and Global Diversity University (GDU) Both of these companies are focused on growing diverse market segments and leveraging technology. The client list for these companies includes major Fortune companies and top international and domestic business leaders.