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TriplePlayDaylogo

NAIFA-New Jersey Presents

Virtual event

September 28th  |  8:45 am - 12:15 pm


Sign up now for NAIFA-New Jersey's 2023 Triple Play Day! Tune in virtually on Zoom Thursday, September 28th for this fantastic Virtual Event.

$25.00 Members | $45.00 Non-Members

Check out the full schedule and line up of speakers below.

Register Now

Schedule
September 28, 2023

8:45 A.M.
Welcome and Opening Remarks/Chapter Kickoff
9:00 am
Admiral Ted LeClair
10:00 am
Michael Goldberg, CSP
Knockout Networking How to Generate More Prospects,
More Referrals, and More Business
11:00 am
Joey Davenport
Collaborative Discovery: Making a Connection and
Establishing Enduring Relationships
12:15 pm
Wrap Up & Closing Remarks

ABOUT OUR SPEAKERS

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REAR ADMIRAL TED LECLAIR

Rear Admiral Ted LeClair is the Managing Director of Saltwater Leadership. In the military he is Deputy Director for Operations, U.S. Indo-Pacific Command. As a two star Admiral, Ted serves as a reserve joint/combined military operations advisor to the four star Commander. Indo-Pacific Command has an Area of Responsibility that covers the Pacific and Indian Oceans from Hollywood to Bollywood in addition to five of the seven 7 largest militaries in the world. Previously, he was deputy commander of U.S. 7th Fleet, the largest forward deployed fleet in the world. Ted has held five different commands to include two tours commanding gun boats in a combat zone (Kuwait and Iraq).

He earned a BA from Villanova, and master’s degrees from Harvard University’s Kennedy School and the US Army War College. He is the co-author of the book Saltwater Leadership and in his civilian life he is the co-founder of 994 Group an RIA based in Austin, TX. Prior to running Saltwater Leadership and 994 Group, Ted was the director of the Natixis Advisor Academy working with over 20,000 advisors and teams and the largest broker dealers in the world.

Signature Key Note:
From Failure to Flag

From Failure to Flag (Navy Admiral) is a story about failure and how Rear Admiral LeClair rose from flunking out of Navy SEAL training and still becoming an Admiral in the US Navy (Two star Flag Officer).The talk has been characterized as educational, motivational and inspirational. It is given though through the lens of someone who has worked in the financial services industry for 15 years and knows the lives of advisors and their major challenges. Attendees walk away feeling good about our industry, Jackson and have actionable items for themselves and their teams.

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JOEY DAVENPORT, CLU, CLF

Joey is President and co-Founder of Hoopis Performance Network in Chicago. He has almost 30 years of experience in financial services as a top producer, manager, entrepreneur and international speaker. HPN is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States.

Joey spent two decades with Northwestern Mutual and was the Associate Managing Partner for the Hoopis Financial Group – the #1 firm in the United States which was considered among the most productive financial services organizations in the world.

Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 70,000 members in 30+ countries and is considered the #1 digital content library in financial services. Trustworthy Selling is recognized by Selling Power Magazine as one of the Top 25 sales training companies in North America. The program was developed in collaboration with LIMRA International, has over 25,000 graduates and is delivered in multiple languages throughout the world.

Joey is Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.

Joey lives in Chicago with his wife of 21 years Lyndy and their 14-year-old son Will. He enjoys spending time with his family, traveling and playing music in his rock band Hot LZ!

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MICHAEL GOLDBERG, CSP

Michael Goldberg has helped thousands of financial advisors, brokers, and agents generate hundreds of thousands of dollars to their bottom line. His firm Knock Out Networking has been a speaking and training resource in the financial services industry for over 20 years. Michael is also the founder of THE Networking Group, a national networking organization focused on helping a “vetted” community of business owners and sales leaders grow their business through networking and referrals.

Michael is a two-time TEDx speaker, an award-winning adjunct professor at Rutgers University, and frequently volunteers as a speaker at organizations focused on career search.



Come hear our speaker lineup of Admiral Ted LeClair, Michael Goldberg, and Joey Davenport!

Register Now