Join us for lunch to learn the 5 Critical Conversations you should be having with your clients before someone else does! We all know that attracting new clients is expensive – that’s why client retention is so important.

By mastering these 5 Critical Conversations, you will not only enhance your existing relationships, but potentially be able to attract new ones as well. Learn how elite producers use these 5 Critical Conversations to consistently drive a wedge between prospects and their existing advisors. Having the right tools and learning how to position them can make all the difference in uncovering new opportunities. That’s just what these 2-hour luncheon events are for!

Take a deeper dive into the Income Allocation concept by attending TruChoice’s two-day, information-packed Income Allocation University (IAU).

Right out of the practice of a top producer, the content covered in this training event has helped hundreds of producers successfully incorporate Income Allocation conversations into their practice. Learn how Income Allocation founder David Gaylor uses the system in his own practice, from how he conducts the seminar to how he approaches the appointments. Upon completion of IAU, contracted producers gain access to his exclusive turn-keyselling system.*

Join elite marketing strategist and sought-after coach and consultant, Mark Edward Gaffney, as he shares the top marketing strategies he’s deployed to help develop dozens of elite producers across the country.

During this two-day workshop, attendees will get an inside look at one of Mark’s real life Million Dollar Consults and also learn his four key marketing building blocks for achieving $20M+ in production. Master these buildings blocks to become a Marketing Rockstar!

TruChoice’s proprietary College Course platform provides you everything needed to host and execute a successful educational event at a local college.

Join elite producer and platform creator, David Gaylor, for this one-day training, as he shares his process of executing College Course events in his own successful practice. For Registered Representatives and Investment Advisor Representatives only.

This three-day workshop is intended for existing seminar producers looking to master their craft. Hosted by Gary Reed, an elite producer, creator of the Lazy Money concept and seminar veteran.

Gary will lead you step-by-step though pre-seminar, day-of and post-seminar strategies, effective presentation tools, and various tips and ideas to use throughout the process. This training event features a live presentation by Gary, as well as a breakdown of his consumer TableTalk presentation, so you can see his concepts in action. Most importantly, you will receive live presentation training, where you will have multiple opportunities to present to your peers and receive instant feedback!

TruChoice is committed to empowering female financial professionals to achieve growth and success in their financial practices.

TruWomen Forum 2020 is a networking and peer-to-peer support event that is focused on best practices, mentorship, and building a sense of community. TruWomen is designed for the female financial professional who is looking to take her financial practice to the next level.

Hosted by elite trainer, David Christie, this hands-on event can transform your communication style from merely lecturing to fully engaging every audience.

Based upon his work with Dr. John C. Maxwell and Dr. Tim Elmore, David focuses on helping you become a better storyteller, enhance your “Why” statement, and build “executive presence” in every client interaction. A limited number of spots are available, and priority is given to financial professionals actively using seminars in their lead generation strategies.

*TruChoice Financial Group, LLC is not affiliated with this vendor nor do we guarantee their compliance with applicable state or insurance advertising regulations. financial professionals are ultimately responsible for the use of any materials or sales strategies and should ensure they are adhering to the applicable state regulations and current approval strategies of the carriers they represent and their Broker/Dealer and/or Registered Investment Adviser, if applicable.

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