Teaming is no longer a
“might do”... it’s a MUST DO.

Industry stats show that Life Insurance Companies retain just 7% of insurance proceeds when the insured passes. Trusted Teams are rewarded with 80+% client retention

McKinsey research confirms that established teams achieve 30%+ more growth year over year than their solo Advisor peers

80% of Women leave their Financial Advisor within one year of becoming widowed

Whether you are experienced or new at Teaming, we've assembled the Top 1% of team leaders who have seen it all and are willing to share their Teams playbooks, wins, setbacks and show you the path they trailblazed to success!

Presidents, Partners, Leaders and Top and Upcoming Advisors in Life Insurance and/or the Wealth Management Industry - mark your calendar for the Teaming event of the year!

Billion Dollar

Sales Teams Summit

How to 10x Growth in 12 Months

Replay from: Thursday September 21st, 2023 | 12:00-3:30 ET, 9:00-12:30 PT

Paul LaPiana

Head of MassMutual Brand, Product & Affiliated Distribution

Russ Vandersteeg

President, Strategic Financial Partners

Scott Trammell

Executive Vice President, Strategic Financial Partners

Jerry Tavella

GA and Partner, Strategies for Wealth and Prosperian Wealth

Stephen Good

Director of Practice Development 1847Financial

📢 Check out the replay today! Build & Grow your Billion Dollar Sales Teams SUMMIT now!

Commit to helping more people, making more money and enjoying your vacations!


Paul LaPiana, Head of Brand, Product and Affiliated Distribution, MassMutual on What's Trending in Financial Services: Playing a Different Game

Jerry Tavella, GA and Partner, Strategies for Wealth and Prosperian Wealth: Lessons Learned on the Path from Protégé to GA 

Russ VanderSteeg, President and Scott Trammell, Executive Vice President Strategic Financial Partners: Twenty Years of Successfully Navigating Teaming Dynamics

Stephen Good, Director of Practice Development, 1847Financial: Scaling within Teams and Across Geographies

Working Q&A with Speakers

Key Takeaways

1. Get insider tips from the Top 1% of Teams for exponential growth

2. Activate strategies for attracting and retaining top Team talent

3. Prepare and solve for predictable Team challenges

4. Retain clients and heirs because they trust your Team and are confident in your successors

5. Help more people and make more money: Teams outperform solo advisors by 30% year over year*

The hard truth is Firms
without a strong
Teaming strategy
as a
top priority are going
to be left behind and
merged or shuttered.

It’s time to take next steps to

expand, advance or start your Team.

Join us for three and a half hours of learning from leaders who have created billion dollar sales teams. They will share their Teams playbooks, wins, setbacks and journeys to success - and you will have the opportunity to ask YOUR questions to them directly! 

Secure your spot now and embark on an experience with Leaders who can show you how to significantly impact your organization and your bottom line!  Prepare to tap into your firm's true potential with Billion Dollar Sales Teams!

Meet Our Expert Speakers

Paul LaPiana is the head of Brand, Product and Affiliated Distribution for MassMutual, responsible for oversight of MassMutual’s core distribution channel, MassMutual Financial Advisors (MMFA); management of the company’s portfolio of wealth management and protection products and solutions to ensure they meet a broad range of customer needs; and oversight of the company’s brand and marketing strategy.

Prior to his current role, Paul served as Head of Product and was responsible for the design, pricing and management of protection, accumulation, distribution and retirement solutions that meet the needs of the firm’s retail and institutional customers. Paul joined MassMutual in 2016 as head of Field Management, overseeing MassMutual’s vast network financial advisors.

Paul LaPiana

Head of MassMutual Brand, Product &
Affiliated Distribution

Jerry Tavella

GA and Partner, Strategies for Wealth and Prosperian Wealth

Most of my life has been spent on a team; it’s where I can be the best version of myself. Whether I’m acting as player or coach, my optimistic spirit and ability to break down challenges can bring clarity to even the most complicated situations.

Of all the teams I have been a part of, the one that’s most enriched my life is the Prosperian Team at Strategies for Wealth. Starting as a protégé in 2005 and steadily advancing to a leadership role, I have had the privilege of collaborating with a knowledgeable and passionate group of financial advisors.

At Strategic Financial Partners Russ leads a team of advisors across the southeast to deliver holistic financial solutions. With offices in Tennessee, Arkansas and Alabama, the firm’s mission is to provide expertise and professional services to individuals, families and small businesses. Russ entered the financial services industry as a New England Financial advisor in 1989. Through hard work and perseverance, he was promoted to Sales Manager where he earned numerous accolades including Agency Builder Award, MDRT and Hall of Fame.

Russ Vandersteeg

President, Strategic Financial Partners

Scott Trammell

Executive VP, Strategic Financial Partners

Scott is an Executive Vice President and Financial Advisor at Strategic Financial Partners. He began his career in financial services in 2001 and has been with SFP for his entire professional tenure. Joining the firm’s leadership team in 2007, he enjoys supporting advisors, as well as continuing to serve his clients.

A native of Mobile, Alabama and a Memphis resident for over 20 years, he holds a BBA in International Business from the University of Mississippi and is a Certified Financial PlannerTM certificant.

Stephen Good has a deep commitment to helping people reach achievements they didn’t think possible — and after more than 20 years of work in financial services, he has his own list of impressive accomplishments: He is a multiple time personal production and management conference qualifier with Prudential, MassMutual and
Guardian. He was one of the youngest local presidents in the over 160-year history of the National Association of Insurance and Financial Advisors (NAIFA), and is a
past National Trustee. In 2012, he was named MVP of the Western Region as well as the top regional director for MassMutual Financial Group. He led the country in total
life sales for 3 of 4 years in the role. Stephen is a graduate of NAIFA’s Leadership and Life Institute, as well as the Leadership Miami program.

Stephen Good

Director of Practice Development 1847Financial

Join us for our exclusive virtual event led by industry
Team titans who will reveal insider TIPS on
how they achieved 10x growth with a teams model!

Block three and a half hours to get next steps plus an action plan to uplevel and execute your vision

 for an award winning team - and use it over and over for repeatable exponential growth.

Kelli McCauley


Kelli McCauley is an executive coach, leadership consultant, and expert on scaling sales teams. Her work in the Financial Services industry has earned her a reputation as a trusted advisor to industry leaders, CEOs, executives, and sales leadership teams. With 20+ years of impacting clients leadership effectiveness to increase sales, recruiting and retention, plus drive measurable bottom-line results, she is dedicated to helping leaders scale their business. Known for experiential, high potential leadership programs, over 40 graduates from these experiences have moved into President/GA/Partner roles with various companies. Kelli has worked with organizations in the Financial Services, Law, Auto and Tech sectors to achieve their vision of success. Clients include Guardian, Mass Mutual, AAA, Transamerica, Bremer Whyte Brown and O’Meara and Bayside Auto Group.

Kelli lives in Telluride, Colorado and San Diego, California with her husband Steve, and daughter. An avid skier and traveler, Kelli loves exploring the world with her family.

As we all know and have previously read in fine print, unique experiences and past performances do not guarantee future results. All referenced testimonials are not intended to be representative of typical results, nor are they a guarantee or promise of any results. Rather, individual successes vary and are due to myriad factors such as effort, knowledge, techniques, timing, and experience.
Please click here for our full Earnings Disclaimer. ---  © Kelli McCauley&Co

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