This Year, We’re Bringing the TPA Growth Summit to You!
We are in uncertain times, but it is more important than ever to help people to save, comprehensively and reliably, for secure retirement. Learn how to market yourself in this industry to grow your business and provide essential services to your clients. This is your chance to recharge your business with the help of professional sales and marketing consultants. Build your brand, promote your value, grow your practice. ASPPA’s got your back!
We’re Going Virtual
Until recently, ASPPA had been moving ahead with its plans to hold the TPA Growth Summit in Chicago, in October. However, Illinois is pursuing a state-wide reopening plan that does not allow hotels to host conference gatherings of our size until a vaccine or treatment for COVID-19 is available.
We know how much our members look forward to the full onsite experience and to reuniting with existing colleagues and meeting new ones. And we always look forward to seeing and interacting with attendees. But we’re excited that, through cutting edge technology, we can transform the TPA Growth Summit into a unique, highly accessible and interactive virtual meeting that we’ll hold, not over just a few days but as a series of online get-togethers.
One of the outstanding features of this year’s conference is our ability to both stream sessions live and to record them and other sessions, all of which you can view on demand long after they’ve concluded. This format will allow you to “attend” or view all sessions in several-hour increments over a period of weeks, not several days, for a more leisurely and convenient participant experience. (No “standing room only/”session filled” limitations here!)
As always, the TPA Growth Summit is designed exclusively to meet the interests and priorities of TPA business owners and their sales and marketing teams. This year’s event, which will be held every Tuesday and Thursday, beginning Sept. 22 and concluding Oct. 8, will consist of six two-hour live virtual presentations, followed by roundtable discussion groups. The topics are designed to build on each other and will cover:
- Collaborating effectively with clients.
- Tips on refining personal presentation skills.
- Defining your brand.
- Leveraging technology.
- Incorporating digital media into marketing strategies.
Tuesday, September 22
3-5 p.m. ET | Raising the BAR Through Collaboration
Sponsored by
In this highly interactive session, Angie Grissom covers the importance of building collaborative relationships with colleagues, clients and connections outside the firm. We’ll discuss the trends in the profession and how they’ll impact the future in the way we serve, sell and build relationships. We’ll discuss the power of a team and the power of a plan and discuss ways to make changes stick through raising the B.A.R. (Behavior, Accountability and Results). Participants walk away with a co-development planning tool that can be co-branded with clients and prospective clients.
Angie Grissom, owner & chief relationship officer, The Rainmaker Companies
5-6 p.m. ET | Happy Hour
Sponsored by
Thursday, September 24
3-5 p.m. ET | Raising the B.A.R Through Collaboration – Roundtable Discussion
Angie Grissom, owner & chief relationship officer, The Rainmaker Companies
5-6 p.m. ET | Happy Hour
Sponsored by
Tuesday, September 29
3-5 p.m. ET | Crazy Good Virtual Meetings
Sponsored by
Regardless of whether you’re are hosting a virtual meeting for 3 or 300, there must always be structure and purpose to your event. In this webinar you’ll learn
• The #1 mindset shift you MUST make to ensure your meeting goes off without a hitch.
• Strategies to ensure that your audience doesn’t not get bored and stays on until the end.
• What to do/not to do if you run into a technical problem.
Deirdre Van Nest, creator of the Crazy Good Talks®
5-6 p.m. ET | Happy Hour
Sponsored by
Thursday, October 1
3-5 p.m. ET | Before you Spend Any More Money on Marketing, Get Your Brand Story Straight
Sponsored by
Before you update your website, jump on social media, or film your first marketing video, you need to have your brand story down pat. Your brand needs to be crystal clear on what you do, who you do it for, and why you do it better than anyone else. Building a brand is more than just a logo, tagline and nicely designed website, though. A clearly defined brand helps you make strategic decisions, tells your customer what to expect when working with you, and explains how your product or service is different. Key components to a brand must be defined. Investing time to identify and create a strong brand right from the start helps you get noticed and forge a connection with your customers. In this presentation, you’ll learn why it’s important to hone in and focus on your unique value offering, fine tune your ideal target market, and ensure your brand messages stand out from the crowd in a way that attracts customers.
• Why it’s so important to build a strong brand.
• How defining your ideal target market is the key to creating a brand that attracts customers.
• How consistency is so important to building a memorable brand.
Sue Kirchner, Brand Strong Marketing
5-6 p.m. | Sponsored Happy Hour
Tuesday, October 6
3-5 p.m. ET | Press the Damn Button: The Future of First Impressions
Sponsored by
In today’s digitally noisy world, people crave an emotional connection to the brands with which they do business. The increased rate of change and the speed of innovation make it harder to stand out to today’s hyper-connected consumers. To capture the attention of more customers, make more sales, and increase awareness for your products and services, you must first tell your authentic story. In this program, attendees will learn:
• The importance of sharing their story to create trust, awareness and connection.
• How to identify and share what makes them unique.
• How to remove the barriers of needing to be perfect.
• How to create meaningful connections with customers and colleagues.
• The Principle of Test, Tweak, Repeat.
Brian Fanzo, Digital Futurist, brianfanzo.com
5-6 p.m. ET | Sponsored Happy Hour
Thursday, October 8
3-5 p.m. ET | Mastering New Media: Shifts Happen
Sponsored by
Marketing has changed. The avenues that were part of a successful sales formula — public relations, advertising, and tangible collateral — don’t carry the same effectiveness today. Today, everyone is a media tycoon — just open your phone and start recording! Hence the digital overload we’re all facing. We’re flooded with content. Cell phones by our bedsides guarantee that we’re overloaded with media and information from the time we wake up to the time our heads drop to the pillow. Thousands of bits and bytes, begging for our attention. With so much hand waving and cat videos permeating our lives, it’s become increasingly difficult to stand out. But it doesn’t have to be that way. There’s a hidden opportunity here! Digital media creates favorable search engine optimization for your business. It opens the door to innumerable new connections, and is a crucial element in helping to build your brand. The online space provides a channel into the new buying cycle of your clients and prospects. Digital media fortifies your brand, amplifies your business and deepens your relationships. Is digital part of your current marketing and branding strategy? Do you have a strategy? It’s too important not to.
Sheri Fitts, ShoeFitts Marketing
5-6 p.m. ET | Sponsored Happy Hour
Individual Registration
Summer Early Bird Savings
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Regular Ticket Price
|
|
Member* |
$295 |
$395 |
Non-Member* |
$395 |
$495 |
*Current ASPPA and ASEA members qualify for this discounted event ticket price.
Online registration for this event is now closed. Please contact [email protected] to register.
Committee
Shannon M. Edwards, ERPA, QPA, QKA, TriStar Pension Consulting – Conferences Chair
Michelle G. Murphy, QPA, QKA, Blue Benefits Consulting, Inc.
Jeremy D. Palm, QPA, QKA, Lurie, LLP
William C. Presson, QPA, QKA, EGPS, Inc.
Michelle K. Skrip, ERPA, QPA, Qualified Pension Professionals, Inc.
Eric Thorne, QKA, TGPC, National Benefit Services
Miriam G. Matrangola, Esq, QPA, QKA, Atlantic Pension Services, Inc. - ASPPA President-Elect
W. Frank Porter, QPA, QKA, Empower Retirement - ASPPA President-Elect
Confirmation
You will receive an email confirmation of your registration from ASPPA. If you have not received a confirmation within 10 business days after registering, please contact the Accounting Department at [email protected].
Cancellation Refund Policy
Submit all requests to [email protected] by September 18, 2020. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after September 18, 2020. Please note that refunds will not be given for no-shows.
Substitution Policy
Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information.
Program Content
The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of ARA, ASPPA or its affiliate organizations. ARA, ASPPA and its affiliate organizations assume no responsibility for, nor endorses, any of the comments, recommendations or materials that are provided.
Questions?
Please feel free to contact ASPPA Customer Care at [email protected].
