Chateau Golf & Country Club 3600 Chateau Blvd. Kenner, LA 70065
8:00 AM- 9:00 AM
Registration Opens
Arrive, check-in, and fellowship while enjoying complimentary coffee and pastries.
9:00 AM - 9:15 AM
Introduction
NAIFA-LA President, Blake Gillies
9:15 AM - 9:45 AM
Leading the Way: Why NAIFA Members are Leaders in the Financial Services Industry
John D. Richardson What are the core values that define successful leaders and how, as NAIFA members, are we are uniquely positioned to lead in the financial services industry? In this interactive presentation, we will discuss how successful leaders envision the future, pursue excellence, and serve our clients with the highest level of integrity.
9:50 AM - 10:50 AM
Outside of the Box: Overlooked Opportunities in Insurance and Financial Planning
Cheryl Canzanella, LUTCF, CLU, ChSNC Questions are powerful. Are you asking the best questions? In this presentation participants will discover the transformative power of meaningful conversations and how they can significantly grow your business as insurance professionals.
10:55 AM - 11:55 AM
Beyond the Ordinary: Elevating Your AUM Business with Alternative Investments
Scott Flowers, CFP In this presentation you will learn strategies to build trust and confidence by demonstrating expertise in alternative investments and their potential to enhance portfolio diversification. By mastering these skills, you will not only enhance your client relationships but also position yourself as a knowledgeable advisor who offers comprehensive investment solutions. This approach will lead to increased client satisfaction, loyalty, and ultimately, growth in your assets under management.
12:00 PM - 12:35 PM
Lunch and Networking
12:35 PM - 1:35 PM
From Broke to Breaking Through: How to Build and Protect Your Successful Business
Corey Anderson In this interactive presentation participants will explore how to build a successful business using non-traditional methods, drawing inspiration from the true-life story of our presenter, who went from being broke to breaking through to success. By embracing the principles shared you will be equipped to navigate the complexities of business building and achieve lasting success. Additionally, you will gain valuable insights into protecting your income, ensuring your hard-earned success is secure.
1:40 PM - 2:40 PM
Marketing YOU: Stand Out, Stay Authentic, and Build Your Book of Business
Sharde Curry In an industry where trust and relationships are everything, marketing yourself effectively can make or break your success. Marketing YOU is a dynamic session designed for life insurance agents and financial planners who want to grow their book of business without losing sight of who they truly are. Led by industry expert and entrepreneur T. Shardé Curry, this session goes beyond cookie-cutter marketing strategies. You’ll learn how to leverage your unique strengths, build genuine connections, and create a personal brand that attracts the right clients. Whether you’re just starting out or looking to refine your approach, you’ll walk away with practical, actionable steps to market yourself authentically—and successfully.
2:40 PM - 3:55 PM
Shark Mindset: Attack Every Opportunity with Relentless Focus
Walter Bond What sets high performers apart is their mindset. The Shark Mindset is about thriving in business with relentless focus, aggression, and constant forward motion. In this keynote presentation, Walter Bond shares his Sacred Six principles, providing the blueprint for a predator's mentality where hesitation is eliminated, and opportunities are seized with confidence.