Gradient Positioning Systems

Plan. Play. Succeed.

August 13-15, 2014

Gradient Center

Home of Gradient Securities

Event Details

Sports terminology is often used when describing sales, so let's have some fun and focus this year's Gradient Securities Annual Meeting on football and the parallels between you and those who step out on the gridiron. We know you'll walk away with a winning game plan from this training camp.

Over the past year, Gradient Securities has experienced consistent and significant growth. Each 'season', we continue enhancing our proven plans for success for our independent representatives. This is your chance to get your hands on a winning playbook and view everything we have to offer to increase the success of your practice. Based on your feedback, we added multiple 'drills' to ensure a customized Annual Training Camp experience.

At this year’s event, we will focus on helping you build and implement a powerful, customized marketing plan. Gain valuable insight to several of our 'MVP' sales and marketing strategies that have helped many of our representatives grow their practice.

Get your business out of the neutral zone. This training camp will change the way you run your offense. Learn how our most successful registered representatives score millions of dollars in sales and generate significant recurring revenue. Learn how our technology platform will revolutionize your practice and enable you to generate more prospects, more appointments and more sales.

Over the past year, we have continued to add to our All-Pro line-up of product sponsors. Tackle this opportunity to learn about the most competitive products in the industry today.

Also, by attending the 'pre-season' compliance meeting, you will satisfy over half of your 2014 firm element requirements.

Don't fumble and give up the chance for a clean sweep to the play-offs!

Call us to register today!
For more information, please contact us by:
Phone: 866-991-1639
Email: info@gradientsecurities.com
Download Event PDF

Agenda

Wednesday, August 13
  • 3:30pm
    Shuttle Departs Hampton Inn for Gradient Center
  • 3:45pm - 5:15pm
    Welcome and Annual Compliance Meeting
  • 5:15pm - 7:00pm
    “Pre-Game Show” Welcome Reception at Gradient Center
Thursday, August 14
  • 7:00am - 7:30am
    Continental Breakfast at Hampton Inn
  • 7:30am
    Shuttle Departs Hampton Inn for Gradient Center
  • 8:00am - 8:30am
    Gradient “Kick-off” Welcome
  • 8:30am - 9:15am
    Building Your Brand
  • 9:15am - 9:30am
    Time-Out
  • 9:30am - 10:30am
    Economic Outlook and Market Forecast
  • 10:30am - 11:30am
    Tax Concepts That Sell
  • 11:30am - 12:30pm
    Half-time and Tour of Gradient Center
  • 12:30pm - 1:30pm
    Breakout Drill
    • Drill #1: KonnexME Marketing and Lead Generation
    • Drill #2: Running Effective Appointments
  • 1:30pm - 2:15pm
    The Social Security Sales System
  • 2:15pm - 2:30pm
    Time-Out
  • 2:30pm - 3:00pm
    First Trust Portfolios
  • 3:00pm - 3:45pm
    Plays That Win the Game
  • 3:45pm - 4:30pm
    How to Sell a Variable Annuity
  • 4:30pm - 5:00pm
    Using Products to Deliver Solutions
  • 5:00pm - 7:00pm
    Cocktail Reception and Dinner at Gradient Center
  • 7:00pm
    Shuttle Departs for Hampton Inn
Friday, August 15
  • 7:00am - 7:30am
    Continental Breakfast at Hampton Inn
  • 7:30am
    Shuttle Departs Hampton Inn for Gradient Center
  • 8:00am - 8:30am
    Security Benefit Group
  • 8:30pm - 9:15am
    MVP Ben Z.: How I Sell Variable Annuities
  • 9:15am - 9:45am
    Breakout Drill
    • Drill #3: How to Read Morningstar Reports and the PAR Process
    • Drill #4: Simplifying the Asset Transfer Process
  • 9:45am - 10:30am
    Company Sponsor (TBD)
  • 10:30am - 10:45am
    Time-Out
  • 10:45am - 11:15am
    Nationwide Financial
  • 11:15am - 11:45am
    MVP Roundtable
  • 11:45am - 12:15pm
    Your Play Book
  • 12:15pm
    End Zone and Boxed Lunch
  • 12:30pm
    Shuttle Departs for Minneapolis Airport (MSP)

(Gradient Securities, LLC is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities. Securities offered through Gradient Securities, LLC (Arden Hills, MN 866‐991‐1539). Member FINRA / SIPC. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.