Communication Superpower at the Helm: Learn How Richard Dobson Helps Advisors Cut Through the Noise, Simplify Client Conversations, and Win More Business.
Presenters
Richard Dobson, CFP, is a career financial services professional, author, and speaker who has spent his career helping advisors navigate choppy communication waters with clarity and confidence. As our Captain of Communication, he is on a mission to de‑complicate client conversations in financial services and keep advisors off the rocks of jargon and confusion. A frequent industry volunteer and main-platform speaker, Richard wrote the 2022 book Make Simplicity Your Superpower: Communication Hacks Every Financial Advisor Should Know from Sound Wisdom, equipping advisors with a chart and compass for more effective client dialogue.
- 30+ year NAIFA Member
- Repeat MDRT Speaker
- TEDx Presenter
Mark Berry is the Variable Life Vice President at John Hancock, charting the course for VUL product placement and sales growth across key distribution partners. With more than 20 years in the life insurance business, he brings deep industry experience to every port of call, especially in driving strategic initiatives. A highly engaging presenter, Mark uses plain language to navigate the features and advantages of John Hancock’s life portfolio, helping advisors plot the right course and land the best solutions for each client.
Meet the E4IS Expert Panel, featuring Ronnie Hamilton, CFP, CLU, ChFC, AEP, Senior VP of Advanced Markets; Shane Van Patten, CLTC, Regional Vice President and LTC expert; Doug Twiddy, Director of Annuities & Partner; and R. Brady Serold, CLTC, Senior VP of Disability Income, collaborating to help advisors build stronger, more comprehensive protection strategies for their clients.
Set Sail for the Voyage Ahead!
8:15-9:00 am
Registration and Coffee & Pastries with the Carriers
9:00-9:15 am
Welcome, Shipmates!
9:15-10:00 am
Navigator – Mark Berry
10:00-10:15 am
Banyan Time (Break)
10:15-11:45 am
Breakout Session #1
11:45 am-12:15 pm
Navigator – *Richard Dobson
12:15-1:00 pm
Galley Break
1:00-1:30 pm
Navigator – Joe Ross
1:30-2:30 pm
Breakout Session #2
2:30-2:45 pm
Banyan Time (Break)
2:45-3:30 pm
Navigator – *Richard Dobson
3:30-4:15 pm
E4IS Expert Panel
4:15-4:30 pm
Bringing the Voyage to Port
4:30-5:30 pm
Cocktails, Apps, & Networking with the E4IS Crew
Breakout Session Schedule
A – Augustar
B – John Hancock
C – Corebridge
D – Prudential
E – North American
F – Lincoln
G – Symetra
H – Banner
I – Principal
Morning Breakout Session
- 10:15–10:40 – Session 1 (25 min) A, B, C
- 10:40–10:45 – Transition (5 min)
- 10:45–11:10 – Session 2 (25 min) D, E, F
- 11:10–11:15 – Transition (5 min)
- 11:15–11:40 – Session 3 (25 min) G, H, I
Afternoon Breakout Session
- 1:30–1:55 – Session 1 (25 min) D, E, F
- 1:55–2:00 – Transition (5 min)
- 2:00–2:25 – Session 2 (25 min) G, H, I
*The Navigator courses moderated by Richard Dobson will qualify for two hours of insurance continuing education upon approval by the Wisconsin Office of the Commissioner of Insurance.
Carrier Partners
Stateroom Information
E4IS is excited to host our 12th BBT Great Lakes event, setting sail from a port at the beautiful Lake Lawn Resort! With stunning lakefront views and nautical charm, this venue is the perfect harbor for this year’s gathering.
Please use the link below to secure your stateroom at our exclusive group rate—anchors aweigh for an unforgettable voyage at Lake Lawn Resort! *E4 Discount will apply after you book the room.
Lake Lawn Resort
2400 East Geneva Street
Delavan, WI 53115
Book your room here.
Group Code: 151
Password: E4Vend26
Registration
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