Unleash Your Potential: Elevating Your Mindset, Business, and Brand

Please join us for an exciting 2024 Next-Level Sales and Marketing Summit!
We are delighted to extend this invitation to Real Estate Agents, Financial Planners, and other strategic partners, current or potential, within the financial services industry.

Join us for an enriching day tailored to foster growth, collaboration, and learning!

We’re excited for everyone to come together, emerge with innovative strategies for success in this new year, exchange ideas, and build meaningful partnerships that drive our mutual success. Let’s elevate our businesses and careers at this one-of-a-kind summit!

Your presence and contribution will undoubtedly enhance the value of this event. We look forward to welcoming you and exploring the possibilities of our collaboration!
Location
The Grand America Hotel
555 Main St, Salt Lake City, UT 84111
Date & Time
March 6th, 2024
8:00AM to 4:00PM
Registration at 7:45AM
An Exclusive Inviation from
Todd Duncan, Ketnote Speaker
Don't miss this incredible opportunity to hear from Todd Duncan, a renowned keynote speaker and industry expert. Gain invaluable insights and strategies to elevate your success. Whether you're a seasoned professional or just starting out, Todd's proven techniques will empower you to excel. Limited spots available – RSVP now to secure your seat!
Step Into the BEST Year of Your Life!
Keynote Speaker
Todd Duncan
Todd Duncan is the founder and CEO of the Todd Duncan Group, the most sought after
coaching, training and events company for the top mortgage and sales professionals, a NYT
bestselling author with over 17 books, and was a top 1% Loan Originator financing over 5,000
transactions in 12 years.

Todd is also the NY Times Bestselling Author of the book “High Trust Selling.”
It has been his life's mission to reach and impact the lives of sales professionals in every
industry through his proven method of High Trust Selling.


His mantra is “You can make a living with transactions, but a fortune with RELATIONSHIPS!”
With clear passion and conviction, Todd has spoken to groups as large as 70,000 people and 
more intimate groups as part of his high-performance sales workshops.

Todd is always an inspiration to listen to and we are excited to have him as our Keynote Speaker!  

Follow Todd Duncan on
FacebookYouTubeInstagram, LinkedIn and all the socials at
@ToddDuncanOfficial or visit
ToddDuncan.com
Ty Bennett
ENTREPRENEUR, KEYNOTE SPEAKER, BESTSELLING AUTHOR
Ty Bennett, CEO of the world's largest Ninja Warrior Gym, is a dynamic entrepreneur with a track record of success. Alongside his brother, he built a direct sales business exceeding $20 million in annual revenues, impacting over 37 countries. Recognized in the business world, Ty has been featured in "Top 40 Under 40" and named one of Utah's "10 Coolest Entrepreneurs." As the founder of Leadership Inc., he aims to empower individuals and organizations, challenging norms and fostering exceptional relationships.

Ty, a bestselling author and sought-after speaker, has influenced leaders globally, including those from renowned brands like Coca-Cola and RE/MAX. Awarded the CSP Designation from the National Association of Speakers, Ty is dedicated to helping leaders enhance their relevance and influence for transformative change.

E: [email protected]
Ph: 403-398-8488
Website
Lehi, UT
Haley Parker
BUSINESS DEVELOPMENT MANAGER, FAIRWAY
As the Area Business Development Manager for Fairway Independent Mortgage Corporation in Scottsdale, AZ, Haley Parker is a business development, marketing and coaching leader with 23 years of mortgage industry experience. She oversees the business development and marketing strategies for the Southwest region, helping loan officers grow their teams and production by exploring their "why" and building their brand.

Haley is passionate about creating an unparalleled company culture that fosters partnerships, education, and execution. She leverages her communication skills and operational knowledge to train and support loan officers and real estate agents, and to open new branches.
She is also a podcast host and a social media constant, spreading her positive light and sharing her insights on the mortgage space. Not to leave out the many National stages Haley speaks at, where she brings the knowledge, energy and motivation to keep us all going in this industry. And does it all with Aloha.

E: [email protected]
Ph: 602-770-8589
Website
Pheonix, AZ
Meet our Fairway Branch Managers
Sharla Ellis
FAIRWAY BRANCH MANAGER
Nick Smith
FAIRWAY BRANCH MANAGER
Collin Dial
FAIRWAY BRANCH MANAGER
Mary Hofeling
FAIRWAY BRANCH MANAGER
E: [email protected]
Ph: 801-971-5009
Website
Salt Lake City, UT
Jennifer Reich
FAIRWAY BRANCH MANAGER
Allison Olsen
FAIRWAY BRANCH MANAGER
Ashlee Shipley
FAIRWAY BRANCH MANAGER
Nanette Bush
Senior Loan Officer
Event Agenda
7:45 AM                            Registration Opens
8:30 AM                            Event Kicks Off
8:30 - 8:45 AM                Welcome

8:45 - 10:45 AM              Session 1
10:45 - 11:00 AM           Catered break
11:00 - 12:30 PM            Session 2
12:30 - 1:30 pM              Catered lunch
1:30 - 2:30 pM                Session 3
2:30 - 4:00 pM                Session 4
Thank you to our sponsors
Property Management Inc.
PMI Mountain West
Steve Anderson
Phone: (385) 402-6250          Email: [email protected]
Address: 90 W 500 S, #106 Bountiful, UT 84010
www.pmimountainwest.com
____________________________________________________________________________________________________________________________________
Arch | MI
Clayton Sandy
Phone: (801) 652-9046         Email: [email protected]
www.archmi.com
____________________________________________________________________________________________________________________________________
pitch59
____________________________________________________________________________________________________________________________________
iBex Home Warranty
Chad Holmes
Phone: (801) 731-4239      Email: [email protected]
www.ibexhw.com
____________________________________________________________________________________________________________________________________
Simple Nexus
Ben Miller
Phone: (801) 874-8505      Email: [email protected]
www.ncino.com
____________________________________________________________________________________________________________________________________
First American Exchange Co.
____________________________________________________________________________________________________________________________________
First American Home Warranty
____________________________________________________________________________________________________________________________________
Homebot
Robb Lapp
Phone: (435) 755-7090      Email: [email protected]
www.homebot.ai
____________________________________________________________________________________________________________________________________
Xactus
Lonny Oehlerking
Phone: (612) 759-3341      Email: [email protected]
www.xactus.com
____________________________________________________________________________________________________________________________________
Direct Insurance
____________________________________________________________________________________________________________________________________
Top Dog Snake Finders
____________________________________________________________________________________________________________________________________
Anderson Wildlife Solutions
____________________________________________________________________________________________________________________________________
Essent
Candice Jorgensen
Phone: (801) 903-0288       Email: [email protected]
www.essent.us
____________________________________________________________________________________________________________________________________
American Family Insurance
Jordan Mulford
Phone: (801) 347-9875      Email: [email protected]
www.amfam.com
____________________________________________________________________________________________________________________________________
Vulcan 7
____________________________________________________________________________________________________________________________________
Tint Citi
Jose Gonzalez
Phone: (801) 865-9473     Email: [email protected]
www.tintcitiutah.com
____________________________________________________________________________________________________________________________________
TotalExpert
Wayland Pond
Phone: (703) 625-5428      Email: [email protected]
www.totalexpert.com
____________________________________________________________________________________________________________________________________
The Best live event for Real Estate Agents, Financial Planners, and other strategic partners (current or potential) within the financial services industry. 
Join us on March 6th, 2024
UNLEASH YOU POTENTIAL!
We are excited to see you at our 2024 Next-Level Event! This is going to be an EPIC AND LIFE-CHANGING EXPIERENCE, and you'll want to secure your spot early! 

2024 is full of opportunities and possibilities! This event will inspire you in numerous ways to help you increase your income and achieve more of the goals you've always desired (and deserve).
Let's make 2024 the best year yet!

We look forward to seeing you there!

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