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Lessons and tips from 30 years of seminars, workshops, & dinner events.
April 7 | Louisville, Kentucky
Presented by Acquire Direct and Stonewood Financial
Uncover 2022’s most successful approaches for prospecting, marketing
and the client sales process. The Ignite conference will teach you how to
leverage the retirement tax story to generate leads, convert clients – and
close business.
Discover how techology, data analysis, and automation can uncover and convert leads, whether you're leveraging omni-channel, direct mail, or digital advertising.
Learn how to position taxes, market volatility, and legisaltive risk into a powerful sales story. You'll discover new message frames and new ways to deliver them to your prospects.
Uncover new ways to analyze taxes, market volatility, and income risk for your clients, and learn the industry's top approach to tax-efficient retirement income planning
April 7 | Louisville, Kentucky
Waived for current Acquire and LeadJig Customers
Alex has been the CEO of Acquire Direct and LeadJig for the last ten years. During his time as CEO, he has been responsible for the company’s strategic growth initiatives around marketing, data, and technology. He also works closely with all team members to ensure clients receive the best possible experience and marketing results. He previously served as an Investment Strategist for Franklin Templeton Multi-Asset Strategies and Equities Research Analyst for Templeton Global Equities from Franklin Templeton. He has a BSBA in Finance from the University of Florida.
Daniel has been immersed in the financial and technology industries for over ten years. He’s worked with one of Tampa’s largest IT firms. He has also traveled the United States as a wholesaler for Franklin Square (now FS Investments) in the alternative investment space. Now a co-founder of LeadJig and head of Business Development where he is responsible for all Channel Partner relationships with Broker Dealers, RIAs, FMOs, and Insurance Carriers. Some of his greatest inspiration comes from client feedback from advisors across the country. Daniel has a BSBA in Finance from The University of Central Florida.
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