Thread Bank is a fast-growing financial technology enabled community bank. Whose mission is to deliver the unparalleled value of a community bank directly to individuals and businesses, embracing intuitive technology to meet their customers where they are.

Truth Concepts is a suite of over 30 financial calculators and tools created by Todd Langford to help WHOLE LIFE FRIENDLY financial advisors clearly and confidently communicate financial truths. Whether comparing INSURANCE strategies, analyzing cash flow, or demonstrating the long-term impact of taxes and fees, Truth Concepts equips users to answer client questions with real math, not opinions. Users can show how Whole Life insurance — including the cash value and death benefit — can integrate with other assets to build stronger, more efficient financial strategies clients can see and trust.

This session will explore how financial advisors can attract and convert new clients by leading with fresh, relatable philosophies rooted in the Currence approach. Learn how to position yourself as a modern, values-driven advisor by addressing what clients care about most: clarity, confidence, and control over their cash flow. We’ll share practical strategies for prospecting, positioning, and conversations that resonate — leaving potential clients intrigued, inspired, and ready to reach out.

Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients.

Parallel Paths explores how to build a compelling and seductive narrative that immediately engages prospective clients and seamlessly guides them to take the next step.

Through a proven framework developed from decades of success, attendees will learn:

• The Psychology of Action: Why clients resist and how unobjectionable questions bypass mental roadblocks.
• Crafting Empowering Questions: How to structure conversations that encourage client ownership of their financial strategy.
• Discovery Over Direction: Why discovering solutions with your clients leads to deeper trust and faster decision-making than simply telling them what to do.
• Building Client Urgency with Integrity: Techniques to create urgency without manipulation, rooted in respect for the client’s goals and human life value.
• Daily Habits for Advisors: How mastering these questions daily will build your confidence, drive better results, and create lifelong client relationships.

In this session, our Head of Product, Aashay Shah will unveil the latest product developments designed to transform the way financial professionals manage cash flow, serve clients, and grow their practices. From enhanced platform features to new advisor tools and client engagement capabilities, you’ll see what’s newly launched—and what’s coming next.

This presentation explores how to bridge that gap using the Currence framework. Learn how a clear, cash flow-based process can simplify decisions, drive engagement, and build trust.

AgencyONE is a premier life insurance brokerage general agency specializing in Advanced Planning Insurance Solutions and Underwriting Advocacy. We partner with independent financial advisors and insurance professionals to deliver customized, comprehensive solutions - working seamlessly with their clients’ financial and estate planning teams.

What you'll gain:

• Conviction around the economics of whole life insurance and why the current market environment is historically supportive.
• Confidence to present solutions through unique language and concepts.
• NEW proprietary research demonstrating why this may be the best time in 80 years to buy whole life.
• How to discuss current interest rates and the resulting bond market outlook.
• Actionable reports on whole life as a volatility buffer in retirement.
• What to say to handle objections and move clients to action

In this thought-provoking and practical keynote, Ande Frazier, industry veteran, behavioral finance expert, and unapologetic truth-teller breaks down why traditional financial planning models fall short and what today’s advisors must do to stay relevant. Through real-world stories, psychology-backed insight, and straight-talk strategies, advisors will explore: 

• Why smart people still make dumb money decisions (and how to intervene)
• The cognitive traps that derail even the best-laid plans

• How to move from "advisor" to "guide" by mastering the emotional side of money

• Tools to decode client behavior and align plans with values

• Why understanding who a client is matters more than what they earn 

 

You’ll leave with actionable frameworks to create deeper client relationships, improve implementation rates, and future-proof your practice in an era where connection is the real differentiator. 

This isn’t fluff. It’s the formula the spreadsheet forgot. 

Truth Concepts is a suite of over 30 financial calculators and tools created by Todd Langford to help WHOLE LIFE FRIENDLY financial advisors clearly and confidently communicate financial truths. Whether comparing INSURANCE strategies, analyzing cash flow, or demonstrating the long-term impact of taxes and fees, Truth Concepts equips users to answer client questions with real math, not opinions. Users can show how Whole Life insurance — including the cash value and death benefit — can integrate with other assets to build stronger, more efficient financial strategies clients can see and trust.

In this interactive session, Finseca’s Maggie Seidel (Executive Vice President and Chief of Staff) will join us to break down key legislative and regulatory changes that impact you and your clients. We’ll explore tax policy shifts, regulatory trends, and the strategies and intel you need to stay ahead of the curve. Don’t miss the chance to gain insider insights and practical takeaways for your practice.

Student Loan Tutor is the Industry Leaders in Strategy Implementation and Document Processing for Federal Student Loans.

You’ll learn how elite advisors are using viral-style events, paid micro-workshops, and strategic group outreach to reach dozens (or even hundreds) of prospects at once—without losing the personal touch that drives trust and action. 

What you’ll walk away with: 

• The “Viral Workshop” framework: how to fill, deliver, and monetize live events that convert at 10x the industry average
  

• How to turn “dead leads” into warm buyers with a proven email strategy we’ll deploy in the room
  

• A scalable group-based messaging strategy that gets you in front of the right people—faster
  

• The Paid Webinar Playbook that gets 85% show up ratios and converts to clients before you book a single call
  

• The 3 components of a One-to-Many system that builds trust, authority, and pipeline—on autopilot
  

• Behind-the-scenes breakdowns of advisors who scaled from 5 to 50 appointments per month using this approach

In this powerful closing session, Jessica Ciccarelli brings it all together—highlighting the most impactful takeaways from the event and translating them into real-world action steps. With clarity and focus, she’ll connect the dots between what you’ve learned and how Currence equips you to implement it. Whether your goal is to grow your business, serve clients more effectively, or create a more sustainable financial planning model, this session will leave you with a clear path forward—and the confidence to accelerate.

This is your chance to go off-script and get real answers. In this live, interactive Q&A session, advisors will have direct access to Chris Smith—founder of The PSBLTY Co. and one of the industry's most respected voices on leadership, differentiation, and growth. Whether you’re navigating tough client conversations, trying to move upmarket, or wondering how to stand out in a sea of sameness, no question is off-limits. Come with your biggest challenges, boldest ideas, and toughest questions—and walk away with insights you can use immediately.