Un-Meeting: Sales Practices on the Fringes
Track: Unmeetings (Members Only)
Join Vince D’Adonna as the moderator for a members-only, no-holds-barred discussion around several of the industry’s sales practices considered to be “pushing the limits.” This will be a healthy, interactive discussion around strategies on the fringes that have worked, some that haven’t, and some that could earn you a spot in the local news for the wrong reasons. You will learn how to identify these specific concepts and prepare for them, or against them depending on your personal outlook.
Un-Meeting sessions are segments of time set aside to discuss industry hot topics – where everyone has the opportunity to speak and share their ideas on the provided topic. There are no rules. Just speak your mind! Multiple Un-Meeting discussions will be taking place simultaneously, so pick your favorite and join in on the conversation.
Mr. Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies for Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. He has spoken on those topics for many industry organizations and has been a frequent main platform and breakout speaker at Guardian conferences.
Vince is a Life and Qualifying member of MDRT for 35 consecutive qualification years and has spoken at the MDRT National Meeting and has qualified for Top of the Table for the last 15 years. He has 31 consecutive Guardian President’s Council Qualifications and is an active member in a number of other industry organizations, including the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Forum400, the Association for Advanced Life Underwriting, and the National Association of Estate Planners and Councils were he has recently been nominated to their Hall of Fame.