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Host University 2019

TORONTO, ON | NOVEMBER 6–8

Take your practice to the next level.

Canadian advisors using educational seminars are seeing incredible growth. It’s about time the “secret” recipe gets out.

UNTIL HOST UNIVERSITY 2019

Why Attend Host University?

Host U brings together top advisors and marketers that will teach you how you can leverage educational seminars to skyrocket the growth of your practice in ways that make traditional methods look downright inefficient (waiting on referrals, anyone?).

And the time is NOW, because there is a massive knowledge-gap in Canada when it comes to financial literacy.

Those advisors that decide to step in will reap the benefits…

What To Expect

Shortcut your way to successful seminars.

Not all seminars are built to succeed. Luckily for you, you won't have to make the same mistakes. 

You'll hear from top advisors and marketers on exactly what you need to do (and not do) to build, execute, and close the perfect seminar. 

Their actionable tips and decades of wisdom will allow you to work smarter, not harder, all while maximizing seminar ROI. 

A lot more than just education.

If we're not having fun, then what's the point? Host U has always been about having a good time while learning. 

Expect delicious food, a laid-back atmosphere, and after hours events that you won't want to leave.

You'll be in good company.

While there's certainly no shortage of competition among advisors, that doesn't mean we can't learn from each other. 

With so many like-minded advisors, you're bound to make some new friends and open new doors.

The Speakers

Dale Lacombe

As Managing Director, Enterprise Solutions for Knowledge Bureau, Dale is responsible for building the Canadian and US enterprise markets, with a focus on establishing strategic partnerships with leading financial, services organizations.
A strong believer in thought leadership as a means of developing and growing businesses and markets, he has organized, developed, planned and been a keynote speaker at numerous industry events over the course of his career, in both Canada and the United States.
As a member of the Board of Directors for the Manitoba Chambers of Commerce, he was the Chairperson of the President’s Advisory Committee on Health Care, and was honored to present to the Government of Canada’s Open Parliament Committee on Healthcare.

Dale Lacombe

Managing Director, Enterprise Solutions | Knowledge Bureau

Frank Maselli

Frank Maselli is a rare combination of expertise, education and entertainment. As a keynote speaker, he knows the business inside and out and his delivery is electrifying. He’s been rated as the top industry speaker by the largest wealth management firms for over ten years! As a trainer, he has developed advanced and powerful programs in the industry that help advisors, wholesalers and managers. As a coach, he offers the industry’s only guaranteed-results program with no long-term contract!

Frank Maselli

Speaker, Trainer & Personal Coach

Dan Collison

Dan is the Managing Partner with financial education firm Advice2Advisors, which trains,
mentors and coaches financial advisors of all tenures. Dan is a CFP, a Member of the Society of Trust and Estate Practitioners (TEP), and a member of the Financial Therapy Association (FTA). Dan is a Board Member of the FP Foundation and Chair of its Research Committee. He has taught Personal Financial Management, in the MBA Program, at Schulich School of Business, York University, since 1998. Dan is the author of The Financial Advisor’s Guide to Excellence, Thompson Reuters Publishing (rated one of the “10 Books Financial Advisors Need to Read in 2019”, by ReminderMedia), and forthcoming book, PainFREE Prospecting.

Dan Collison

Managing Partner at Advice2Advisors

Jason Smith

Founder and CEO of C2P Enterprises, the holding company of Clarity 2
Prosperity, C2P Advisory Group, Prosperity Capital Advisors and Valor Capital
Management. Founder and CEO of The JL Smith Group, his own holistically-run financial services practice. Creator of The Bucket Plan ® , a holistic planning approach that purposefully structures assets throughout the phases of life.

Jason Smith

Founder & CEO at C2P Enterprises

Jeremiah Desmarais

Labeled ``One of the greatest marketing minds in the financial industry`` by executives and thought leaders, Jeremiah (DE-MA-RAY) is the top ranked award-winning insurance marketing advisor, strategist and marketer with over 23 awards and recognitions from Direct Marketing News, Web Awards, Marketing Sherpa and many more. In April of 2015, he delivered the Ted Talk 'The Democratization of Marketing' to a standing ovation.

Jeremiah Desmarais

TED SPEAKER, COACH & #1 AUTHOR

Kieron Sweeney

Kieron Sweeney is a highly regarded inspiring international speaker, business strategy
expert and author. He has been an entrepreneur for over 30 years and has built three international businesses. Kieron is the owner of Academy for Financial Planners and Accelerated Entrepreneur Academy. Kieron facilitates courses in public speaking and sales & influence. He also mentors entrepreneurs on a one-to-one basis. For over 15 years, he has facilitated courses to over 500,000 entrepreneurs for 15 in Canada, U.S.A, Europe, Asia, Australia and South Africa.

Kieron Sweeney

International Speaker, Business Strategy Expert, Author

Jane Blaufus

Jane Blaufus is the author of WITH THE `{`STROKE`}` OF A PEN: Claim Your Life. Her book and
companion planning binder have become recognized as two of the most comprehensive,
actionable, personal and financial planning resources available today for families, individuals
and business owners alike. She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager and executive. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada and consults extensively into the financial services industry.

Jane Blaufus

Best Selling Author, Speaker, Business Coach

Paul Karasik

Paul Karasik is one of America’s leading sales and management consultants. He is the President of The Business Institute, a sales and management training and consulting organization. Paul has devoted 18 years helping America’s business professionals achieve their goals. He is the creator of eight sales and management programs. Paul’s client list reads like a Who’s Who of American business. His client list includes Prudential, Mercedes Benz, AT&T, IBM, New York Life, and Shell Oil. Paul is the author of four all-time business classics: Sweet Persuasion and Sweet Persuasion for Managers, published by Simon and Schuster, and How To Make It Big in the Seminar Business and Seminar Selling for Financial Services, published by McGraw-Hill.

Paul Karasik

President at The Business Institute

Hear From Previous Attendees

"Coming here and meeting
the people has been fantastic."

Phillip Anderson

Testimonial

"I would absolutely recommend
Host University and White Glove."

Rick Randall

Testimonial

The Agenda

Wednesday

NOVEMBER 6

Thursday

NOVEMBER 7

Friday

NOVEMBER 8

Where is Host U?

St. Regis Toronto

325 Bay Street
Toronto, ON M5H 4G3

The deadline to book under this hotel block is 10/11/2019.

Pricing

$799CAD*

  • Get success tips and proven strategies from top hosts using White Glove.
  • Attendance of Host U allows you to meet the training requirement for our Workshop Guarantee Program!
  • Breakfast, lunch, snacks and refreshments included.
  • Bring a guest for free.

* USD is accepted as a payment and will be charged the equivalent to CAD based on the exchange rate on the day the payment is processed.

Ask for Leah Latch Carter or Katie Dibble.