Gradient Positioning Systems

Dig In & Build

September 23-25, 2015

Gradient Center

Home of Gradient Securities

2015 Gradient Securities Annual Training Camp

Event Details

Throughout history, nothing great was ever built without first having a plan in place. The sears tower became the world’s tallest building and a true monument of achievement due to the plan developed by architect bruce graham and structural engineer Fazlur Rahman Khan. However, if the Sears Tower had never been built, its blueprint would just be a drawing.


In other words, success is dependent on implementation. To achieve your goals, you need to develop a plan and then execute it. This year’s Gradient Securities annual meeting will help you do both. We will help you design a blueprint for the best practice possible, and we will give you the tools you need to build it.


Some of the most important tools at your disposal are the products and services you provide to your prospects and clients. This event focuses on just that. We will roll up our sleeves and closely examine the most competitive products and portfolios available: variable annuities, mutual funds, unit investment trusts (uits), non-traded real estate investment trusts (reits), and third-party money managers.


We’ve also engaged a top engineer of our industry and an expert on variable annuities, John Huggard, J.D., CFP®, CHFC, CLU. Mr. Huggard’s presentation, “The Truth About Variable Annuities: Fact vs. Fiction” will strip away 15 common myths about the products and give you concrete methods to close more sales.


Additionally, this event is our chance to review the renovations we made to better serve you and to share our vision for the firm. Plus, by attending our pre-event compliance meeting, you will be able to satisfy over half of your 2015 firm element requirements. Greatness begins at the drawing board – it doesn’t end there. It’s time to dig in and build!

Click here to register!

More Information

Agenda

Wednesday, September 23
  • 3:30pm
    Shuttle Departs Hampton Inn for Gradient Center
  • 3:45pm - 5:15pm
    Welcome and Annual Compliance Meeting
  • 5:15pm - 7:00pm
    "Dirty Kick-Off" Welcome Reception at Gradient Center
  • 7:00pm
    Shuttle Departs Gradient Center for Hampton Inn
Thursday, September 24
  • 7:00am - 7:30am
    Continental Breakfast at Hampton Inn
  • 7:30am
    Shuttle Departs Hampton Inn for Gradient Center
  • 8:00am - 8:30am
    Breaking Ground
  • 8:30am - 9:30am
    Pathfinder: Drafting Your Blueprint
  • 9:30am - 9:45am
    Break
  • 9:45am - 10:15am
    Presenting Solutions
  • 10:15am - 10:45am
    Mutual Funds
  • 10:45am - 11:45am
    Real Estate Investment Trusts (REITS)
  • 11:45am - 12:45pm
    Lunch
  • 12:45pm - 2:15pm
    Breakouts
    • Breakout #1 - REITS
    • Breakout #2 - Print, Pixels, and Processes
    • Breakout #3 - Building Your Practice From The Ground Up
  • 2:15pm - 2:30pm
    Break
  • 2:30pm - 3:00pm
    FTJ Fund Choice
  • 3:00pm - 3:30pm
    The Paradigm Shift From Passive to Active Money
  • 3:30pm - 4:30pm
    Introducing The Special Opportunity Portfolio
  • 4:30pm - 5:00pm
    Registered Representative Panel
  • 5:30pm
    Shuttle Departs for Twins Stadium
  • 7:10pm
    Minnesota Twins vs. Cleveland Indians
  • TBD
    Shuttle Departs Twins Stadium for Hampton Inn (at game conclusion)
Friday, August 15
  • 8:00am - 8:30am
    Using The Right Tool
  • 8:30am - 10:00am
    The Truth About Variable Annuities: Fact vs. Fiction
  • 10:00am - 10:30am
    Break
  • 10:30pm - 11:00am
    Turning Frustration Into Opportunity
  • 11:00am - 12:15pm
    Economic Outlook and Market Forecast
  • 12:15pm - 12:30pm
    Your Blueprint
  • 12:30pm
    Boxed Lunch
  • 12:45pm
    Shuttle Departs for Minneapolis International Airport
Download Full Agenda

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.