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WORKSHOP
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EV
EVERVEST
Attendee Hub
Advisor Growth Workshop
WORKSHOP
RESOURCE
HUB
Your central location for everything you need during the Advisor Growth Workshop. Access the full agenda, download materials, view slides, and connect with our speakers.
Workshop Wi-Fi Access
Connect to IHG OneRewards Free WIFI for complimentary internet access. When the login page appears, enter access code: MSPHA.
Full Agenda
Thursday, May 28
4:00 pm – 4:30 pm
Registration & Networking
4:30 pm – 4:40 pm
Welcome & Workshop Overview — Ben Stier, EverVest
- Current retirement market opportunity
- What advisors will gain
- Overview of the event and featured sessions
- Introduction of Scott Briggs
4:40 pm – 5:40 pm
Live Client Seminar Presentation — Scott Briggs
- Experience Scott’s exact 1-hour client seminar presentation
- See his process in action
5:40 pm – 6:20 pm
Dinner Service – Why Seminars Work – Scott Briggs
- Why Seminars Still Work
- What Has Changed
- Today’s Opportunities
- Preview of Friday’s Training
6:20 pm – 7:00pm
EquiTrust Life Insurance Company – Tommy Jondall
- Bridge
- Roth Concerstions
- WealthMax Bonus
- MarketFive FIA
- Why EquiTrust should be in your portfolio
7:00 pm – 8:00 pm
Networking & Social Hour
- Connect with speakers, EverVest leadership and fellow advisors
Friday, May 29
8:00 am – 8:15 am
Breakfast & Networking
- Connect with speakers, EverVest leadership and fellow advisors
8:15 am – 8:35 am
Visibility & Credibility — Scott Briggs
- Positioning yourself
- Building authority
- Creating trust
8:35 am – 8:55 am
Planning Your First Workshop — Scott Briggs
- Venue selection
- Seminar structure
- Logistics and setup
8:55 am – 9:05 am
Converting Seminar Attendees Into Clients — Scott Briggs
- Appointment setting
- First and second appointment structure
- Closing strategies
9:05 am – 9:15 am
Break
9:15 am – 11:15 am
How Advisors Can Identify $100K–$500K Tax Savings Opportunities for Clients — Brock Weaver, CPA
- 2-hour deep-dive session with strategies, case studies and collaboration insights
11:15 am – 11:25 am
Break
11:25 am – 12:00 pm
Why Advisors Partner With EverVest – Matthew Holmbeck, Dave Vitullo & Ben Stier
- Carrier access, including EquiTrust
- Compensation
- Case design
- Marketing support
- Technology
- Ongoing partnership
- Contracting & onboarding
- Next steps Carry Your Business to the Next Level
Speaker Contact Information
Matt Holmbeck
EverVestmatt@evervest.com
(952) 542-6300
Scott Briggs, CSA
Premier Retirement Planningsbriggs@rpsmich.com
(248) 714-9300
Brock Weaver, CPA, CFP
Pathway Asset & Tax Advisorybrock@pathwayexperience.com
(574) 264-0395
Tommy Jondall
EquiTrusttommy.jondall@equitrust.com
(515) 322-3940
Workshop Materials
Workshop Workbook
Download the Advisor Growth Workshop workbook, including seminar planning worksheets, implementation guides and workshop resources.
Download WorkbookAdvisor Resources
Access EverVest onboarding materials and additional advisor support resources.
Register Now