All the facilitators come from within the GAMA community and are trained in running virtual study groups.
Agency Manager, Farm Bureau Financial Services
CLU, ChFC, LTCP, CSA, CLTC
Founder, True You, LLC
Successful entrepreneurial-oriented leader with 20 years of extensive experience in strategy, business and people development
Managing Director, Freedom 55 Financial
A strong leader in the financial services and education fields. Developing the Ontario East region to continue our incredible history of serving our clients, advisors, directors, specialists and financial services educators. A believer in community betterment, self-improvement and a trusted connector of great people
Manager, Sun Life Financial
Ten years of management experience, coaching and training, professional sales, financial services, marketing and advertising, statistical analysis, recruiting, relationship management, customer loyalty, conflict resolution, reporting, analyzing, effective and persuasive communication.
President and Owner, MG-Insights
My passion and expertise lie in helping motivated leaders and teams tap into their full potential, helping them to rise above the crowd so they can better define and achieve success on their terms. With over 30 years of experience working with teams and individuals in the Financial Services Profession, I know firsthand the transformation that takes place when knowledge, learning and best practices come together to achieve superb results.
President/Owner at Thomasina Skipper, Business Growth Specialist
Public Speaker. Co-Author of the Book- Women Matter:The Why and How of Gender Diversity in the Financial Services Industry.Certified Professional Business Coach (PBCA), Member of the Institute of Management Consultants (IMC), Certified One Page Business Plan Consultant (OPBP) and Certified Advisor of Recruit the Best/Can They Sell (CTS) System. Extended DISC Trained & Certified
Principal, Executive, Leadership Coach, CLU, ChFC, MBA
With over 33 years of corporate work in Sales, Management, Marketing, and Distribution and focusing on Training, Development and Performance Management, Maqsood’s varied background allows him to bring a variety of experiences to assist you to reach your own ‘next phase’. He is driven to help you find ways to improve your skills and competencies in order to achieve your Growth & Revenue goals, be they professional, personal or both. Whether you are a solo entrepreneur or managing a team of associates or even managers, Maqsood is committed to helping you find ways to enhance your practice, team, and/or company via 1:1 and/or team coaching -- be it face-to-face or virtual.
District Advisor Sunshine District, Tampa, FL.First Command Financial Services, Inc.
Jim Peterson, PhD, CFP, CLF, ChFC, CLU, RICP, CAP, WMCP, CASL, CRPC, AEP, joined First Command Financial Services March 25, 1983 and served in multiple positions in both the field and Home Office. A seasoned executive with almost 35 years of experience in the investment and financial services industries, Dr. Petersen is an expert in the fields of financial planning, retirement planning and leading large financial planning organizations. Before joining First Command, Dr. Petersen was a commissioned officer in the United StatesNavy where he served seven years on active duty as a nuclear submariner and retired from theNaval Reserves as a Captain with almost 22 years of service. His expertise included manyaspects of nuclear propulsion and submarine warfare.
Manager at Bankers Life
Leadership and Management Leader who provides strategic partnership with senior leaders for the design and implementation of high impact leadership and employee development, and organizational solutions to improve the organization’s capability to drive business results and enhance employee effectiveness and engagement.
John W Bartunek
Principal, Longevity Planning Consultants
John is a seasoned veteran in the Financial Services Industry with over 44 years of experience. As a skilled teacher, trainer and mentor, John has the ability to transfer the knowledge and skills he has developed over the years into simple, easy to understand recipes enabling producers to expand their business. His natural leadership abilities have allowed him to build strong lasting relationships with those he comes in contact with.
Executive Coach and Organization Consultant
Lisa Kelenic has 20 years of experience helping leaders and business owners identify opportunities and igniting action to achieve results. Often business owners are concerned of how they can expand their reach in their desired market, identify bottlenecks in their business model and overcome obstacles to achieve their highest potential. Lisa guides them through a process to gain insight, clarity and an achievable game plan.
Executive Vice President, Present Financial Partners
Sina Azari is known to challenge the status quo, try new things, and test hypotheses if it means better understanding of his profession. Azari is an analytical thinker, certified in strategic intervention and development; he’s insightful, seeking ways to redefine and modernize the way clients harness cultural intelligence, develop brand strategy, plan for attention and equip the complexities of digital media, specific to the financial, insurance and real estate industries.
Manager, SunLife Financial
Principal/Owner, SOAR Enterprises, CLTC, LUTCF, MBA
Denise has over 25 years business experience in Training and Development, Management and Leadership Development, Sales, and Financial Services. She has held both field and corporate positions working with teams and individuals across organizations to attract, develop and retain top talent. Denise is a master facilitator and developer of training programs. Her passion for helping people reach their potential and commitment to adding value to organizations drives her success. She has trained, coached and empowered thousands of corporate professionals in developing their careers.
John Shull, ChFC
Meridian Leadership Coaching
John Shull specializes in leadership and culture, supervision and accountability, and frontline leader development. He possesses over 20 years of leadership and mentoring experience in the U.S. Army and another 16 at First Command Financial Planning where he focused on enriching advisor team culture and collaboration. John developed the prototype for an advisor team leader, to assist the fronline manager with critical activities, like: marketing, recruiting, training, and operations. John recently published "Top Twenty Leadership Principles for New Fronline Leaders" in the GAMA Journal.
Director of CLF Program at The American College
Specialties include leadership development, recruiting & retention management, managing multiple generations, trust as a financial driver, and practice management for financial professionals.