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Insurance - Keynote Speakers

Hannah Shaw Grove

Hannah Shaw Grove is one of the world’s leading experts on private wealth—what it is; where it comes from; who controls it; how it’s deployed; when it’s at risk; and why it’s so important. In a field that is synonymous with discretion, personalization, and state-of-the-art thinking, she is an in-demand resource for wealthy families who are evaluating their family office and business strategies and for Fortune 500 companies and boutique specialists who seek guidance on how to build effective and profitable relationships with their affluent clientele. She is the author of ten books, including two seminal texts on the family office that she co-authored with Russ Alan Prince. A dynamic and knowledgeable speaker, Hannah draws upon proprietary research conducted with high-net-worth individuals and their advisors to craft a compelling and actionable message for her audiences.

Lawrence Chimerine

Dr. Chimerine is President, Radnor International Consulting Inc. and partner and member of the Investment Committee of Miller Investment Management (formerly Strategic Capital Advisors). The former Chairman, Chief Executive, and Chief Economist of Chase Econometrics and The WEFA Group, Dr. Chimerine has lent his advice and council to an impressive resume of major Fortune 500 companies, financial institutions and government agencies for over 25 years. Dr. Chimerine's enthusiastic, no-nonsense style of business analysis and forecasting has attracted the interests of the most powerful business people in the world and has enlightened audiences for more than 25 years. Dr. Chimerine appears regularly on the Lehrer News Hour, Adam Smith’s “Money World”, Wall Street Week, Today, Good Morning America, Crossfire, C-Span, CNBC, This Week, ABC Evening News, NBC Nightly News, and other popular television programs. Custom-tailoring every presentation, he offers facts, not theories; practical advice, not economic jargon. With intelligence and clarity, Dr. Chimerine examines the issues and trends of current and future economic situations and how they will directly affect your organization, industry, or geographic region.

Terrance Odean

Terrance Odean is the Rudd Family Foundation Professor of Finance at the Haas School of Business at the University of California, Berkeley. Professor Odean has spent his career studying behavioral finance. As a leading researcher in the field, he focuses on how psychologically motivated decisions affect investor welfare and securities prices. His research has been cited in numerous publications, including the Wall Street Journal, the New York Times, the Los Angeles Times, the Washington Post, the International Herald Tribune, Time, Newsweek, U.S. News and World Report, Forbes, and Businessweek. He is also an associate editor at the Journal of Finance and an associate editor at the Journal of Behavioral Finance.

Dan Allison

Dan Allison is a keynote speaker who motivates his audience to take action in improving their relationships with clients. Dan first started as the co-founder of a large mental health organization that he later sold in his twenties. He is now the founder and President of the Feedback Marketing Group; a consulting firm that helps large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan delivers his inspiring knowledge with a combination of humor and entertainment that allows his audience to understand the behavior behind referring and puts them on track to comfortably open referral relationships once they leave.

Neal Petersen

With his help as a business coach, Neal Petersen has driven thousands of people to overcome their insurmountable barriers. As a motivational speaker Neal has changed the lives of many through his enthralling life story of growing up in poverty with a physical disability and excelling in a single-handed yacht race around the world with a boat he built. Neal alters people’s attitudes by sharing his powerful message that, “in life there are no barriers, only solutions!” In today’s business world people feel like a solo sailor, alone with all their problems but after listening to Neal’s keynotes they no longer feel abandoned but are empowered to be triumphant in their journey.

Terry Savage

Are you ready to talk about money? Terry Savage is a nationally recognized expert on personal finance, the economy, and markets. Her expertise comes from experience as she started her career as a stockbroker, and became a founding member and first woman trader on the Chicago Board Options Exchange. Terry is the author of four best-selling books on personal finance, including The Savage Truth on Money and The Savage Number. She currently writes a weekly personal finance column syndicated by Tribune Content Agency, and blogs regularly on the Huffington Post. Terry is also seen frequently as a money expert on CNN and other national television and radio programs, commenting on the financial markets and current economic events. Her innovative ideas about the global economy, investing techniques, and personal finance inspires her audiences to secure their own financial future.

Jeffrey Rosensweig

Jeff Rosensweig is an associate professor of International Business and Finance. He is also Director of the Global Perspectives Program. Jeff specializes in global strategy, global economics, and international finance. Prior to joining Emory in January 1988, he was Senior International Economist at the Federal Reserve Bank of Atlanta. Jeff has also taught at M.I.T. and in the economics department and the School of Management at Yale University. Jeff’s research into global trends leads to frequent keynote lectures to business and academic audiences. His current research focuses on three main topics. First –business linkages with the emerging global economy. Second — the implications of globally divergent demographic trends for business. Third — factors affecting competition in the global travel and tourism industry. Rosensweig teaches audiences to analyze trends leading to a successful growth strategy for their business. Rather than merely providing predictions and opinions, Professor Rosensweig tailors each presentation with valuable information and insights pertinent to the specific industry and organization.

Jordan Goodman

Americans in all walks of life, at every socioeconomic level, are clamoring to learn how to improve their personal finances in these challenging times: Jordan Goodman can be the answer! He is known as “America’s Money Answers Man” and is a national recognized expert on personal finance. He has been a reporter and writer since 1979 and spent 18 years working at MONEY magazine on the editorial staff serving as a Wall Street correspondent. He appears frequently on The View, Fox News Network, Fox Business Network, CNN, CNBC and CBS Evening News. Jordan is the successful author/co-author of 13 bestselling books including Master Your Debt Fast Profits in Hard Times, Everyone’s Money Book and Master Your Money Type. Jordan’s presentations are educational and audiences will learn how to better manage their personal finances.

Sung Won Sohn

Dr. Sung Won Sohn is Vice Chairman of multi-national retailer Forever 21 and a Commissioner at the Port of Los Angeles. He also teaches at California State University Channel Islands and serves on numerous corporate boards. Previously, Dr. Sohn served as President and Chief Executive Officer at Hanmi Financial Corporation, a commercial bank in Los Angeles, California. Prior to his tenure at Hanmi, Dr. Sohn was an Executive Vice President and Chief Economic Officer at Wells Fargo Banks and served as a senior economist on the President's Council of Economic Advisors, where he was responsible for economic and legislative matters pertaining to the Federal Reserve and financial markets. Dr. Sohn has received much recognition for his business leadership and economic forecasting. In 2006, The Wall Street Journal named him as the most accurate economist in the United States. In 2012, he remained in the top three. Dr. Sohn has also been named among the most accurate forecasters by Blue Chip Publications and Bloomberg News. He is the author of Global Financial Crisis and Exit Strategy.

Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry. For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work, and is interviewed by the media on a regular basis. Mitch is also the author of many groundbreaking books for advisors and consumers, including StorySelling for Financial Advisors, The New Retirementality (now in its 4th edition), Defining Conversations, and several others. Mitch is one of the most trusted guides for financial planning as he fills his presentations with compelling stories and wise counsel.

Richard Weylman

Richard Weylman is one of the leading global authorities on how to create a business of distinction who draws from his extensive experience in sales, communication, and marketing to help organizations understand today’s marketplace, overcome obstacles, and grow a profitable business. He is the author of three international best sellers including his latest, the CEO Reads bestseller, The Power of Why; Breaking Out in a Competitive Marketplace. Richard is committed to ‘elevating the business performance of every individual and business with whom he has the privilege of working with. This is not a slogan or tag line, rather it is his promise of outcome. Richard teaches audiences actionable strategies and tactics that will elevate business performance in today’s marketplace.

James Barnash

With over 30 years of experience in the insurance and financial services industries, James Barnash is currently the President of JA Barnash & Associaties and Senior Vice-President of Development at Merion Wealth Partners. As a consultant, coach and trainer for advisors in the financial services and financial planning world, Jim specializes in practice management to help advisors grow their practices into a business that will thrive in any environment. In this capacity, he has conducted professional training in sales and financial planning for some of Chicago’s largest financial institutions. Jim is also a sought after speaker by professional associations and consumer groups. Active in the financial planning profession and its association, Jim was president of the National Board for the Financial Planning Association in from 2001 to 2005 and served as its Chair in 2006. Jim leads workshops and development programs for small and large groups and also does keynote addresses for organizations of all sizes.

Heidi Hanna

Dr. Heidi Hanna is a New York Times best selling author, CEO and founder of Synergy, a consulting company providing brain-based health and performance programs to organizations, and the Executive Director for the American Institute of Stress. As a global speaker she has been featured at the Fortune Magazine’s Most Successful Women in Business Summit, the ESPN Women in Leadership Summit, and the Million Dollar Round Table. Her clients have included Microsoft, GE, Google, Starbucks, Morgan Stanley, Ameriprise, Nationwide and many more. Dr. Hanna's current research explores the connection between stress, brain health and performance. She is passionate about educating and empowering others to transform their relationship with stress in order to bring more energy, attention and intention to the moments that matter most to them. For fun, Heidi is a national board member for Blessings in a Backpack, a volunteer speaker for the Alzheimer’s Association, and recently started a non-profit called Beyond Funny that provides resources related to humor and the brain. She has recently been appointed to a faculty position with the International Brain Health Education Institute and will be teaching a new course on the Applied Neuroscience of Stress and Health in the spring of 2018.

Marc Freedman

Marc S. Freedman CFP® is the President of Freedman Financial, Inc. A second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades. Marc's expertise has made him a sought after speaker. He's lectured both internationally and domestically on trends in the financial planning profession and practice management issues. In 2009 he appeared on the CBS Early Show to perform a financial makeover for an audience member. In 2008 he authored the book Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent. Marc is passionate about educating the public - as well as those who present themselves as financial advisors - about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

Leo Pusateri

Leo Pusateri’s passion and insight as an insurance speaker has helped senior leaders and top advisors discover, articulate and capitalize their values. His highly acclaimed book, Mirror Mirror on the Wall, Am I the Most Valued of Them All?, describes his proprietary and powerful Value Ladder™ process, which continues to be requested by senior executives, managers and advisors alike. Leo’s keynotes go deep into teaching professionals his time-honored and proprietary programs to help companies live their values. Leo continues to help businesses exceed their expectations by engaging them in his thought provoking keynotes and providing truly innovative ideas.

Michael P. Sullivan

Michael P. Sullivan is a keynote speaker and trainer specializing in sales and marketing for Baby Boomers and older clients. He is the founder of 50-Plus Communications Consulting and a well-known and highly regarded public speaker on financial services and the aging population. His entertaining and involving presentations provide financial professionals with practical advice on how to talk to Boomers clients in order to sell more effectively. Mike is co-author of a best-selling book 101 Easy Ways to Increase Business with Boomerplus Clients, and is a regular contributor to Horsesmouth.com and Producers Web. He has written articles for many publications, including The American Banker, Trust & Estates, Bank Investment Consultant and Ticker.

Scott Burrows

Scott Burrows’ unforgettable story of turning a paralyzing setback into a powerful comeback through a clear Vision, a determined Mindset, and unstoppable Grit inspires. In 1984, Scott’s life took a dramatic turn when he was involved in a serious automobile accident that left him diagnosed a quadriplegic. As a Keynote Motivational Speaker on change and overcoming adversity, and Bestselling Author, you will find that his captivating message is one of hope, courage, and perseverance. The true measure of success is how well you adapt to change, doubt, uncertainty, and fear. Scott’s real-life experiences and eloquent storytelling move people into action! In addition, he gives them the tools they need to stand up to any challenge in their life, their work and in the marketplace.

Jeff Bush

What if the key to understanding our present could be found in a more thorough understanding of our past? Jeff Bush has a unique ability to look at history and then decode what is relevant, interesting and useful. This enables him to provide his audiences with an approachable, multifaceted means to understand the issues that faced our nation then, and today. He is able to simplify complex information and provide practical, usable takeaways that people can implement in their businesses. Jeff does more than 200 presentations yearly to a client base that includes Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. Jeff's dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades.

Peter Ricchiuti

Peter Ricchiuti is the business school professor you wish you had back in college! His insight and humor regarding the financial markets have twice made him the school’s top professor. Peter started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane University’s highly acclaimed Burkenroad Reports student stock research program. Peter hosts a popular weekly business show on National Public Radio called “Out to Lunch” and is the accomplished author of the book “Stocks Under Rocks”. Peter is energetic and entertaining while he educates his audiences.

Todd Buchholz

Todd Buchholz is an international economist, hedge fund manager, former Harvard lecturer and frequent TV and radio commentator. He has written several bestselling books on the economy, including New Ideas from Dead Economists, New Ideas from Dead CEOs and Market Shock. Buchholz is a widely sought after keynote speaker addressing a variety of topics, from the U.S. financial markets to geo political debates to economic policies that impact business strategies around the globe. With an incisive wit and entertaining style, Buchholz’s keynote presentations reveal the economic challenges and opportunities faced by our changing society and proposes important strategies for success.

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