2023 FALL SALES CONFERENCE
We are thrilled to welcome all of you as we come together once more at Mohegan Sun for our annual Fall Sales Conference.
Location details, agenda, and more below. Please select the button below that reflects the session you’re registered for.
ADVISORS
On this page, you will find the following information for the events happenings:
Map of Mohegan Sun
Agenda & Speaker Information
Parking & Hotel Details
Photographer & Dress Code
EARTH EXPO & CONVENTION CENTER
The main session will take place in Earth Ballroom B
AGENDA & SPEAKER INFORMATION
9:00 - 9:30: Welcome & Firm Updates - Rick St. Jean
9:30 - 10:00: CEO Mindset - Eric Spindt
10:00 - 10:15: AAX Updates - Mike Heberlein
10:15 - 10:30: Break
10:30 - 12:00 - CEO Mindset: Rate, Volume, and Efficiency
12:00 - 1:00 Lunch & Vendor Tables
1:00 - 3:30: Sales Afternoon
Top ideas to generate new sales in each line of revenue
1:00 - 1:45: Protection
1:45 - 2:30: Sales Ideas: Annuities
2:30 - 2:45: Break
2:45 - 3:30: Sales Ideas: Advisory Business
3:30 - 4:15: High Performance and Team Dynamics - Dr. Sarah Sarkis
4:15 - 4:30: Closing & Call to Action - Eric Spindt
7:30 - Evening Reception at Vista Lounge
PARKING & HOTEL DETAILS
PARKING
For those driving, we would suggest parking in the Winter Garage located near our meeting room and a close walk to our room block in the Sky Tower.
HOTEL CHECK-IN
For those who have booked a hotel room at Mohegan Thursday evening, our room block is located in the Sky Tower. Check-in is not until 4pm, but you may store your bags at the Bell Desk located in the main sky lobby.
PHOTOGRAPHER & DRESS CODE
PHOTOGRAPHER
A professional photographer will be stationed in the Peeping Frog room, taking headshots throughout the day for $75. For our daytime activities, we kindly suggest a business casual attire, such as a button-up shirt paired with a sports jacket or a dress/blouse paired with a blazer. As the day transitions into evening, our dinner event will adopt a more relaxed atmosphere, allowing you ample time to change into something more casual and comfortable for dinner.
NEW CFG APPAREL
Our new apparel collection will be available for purchase outside the conference room. It's important to note that our handling and shipping process typically takes 2-3 weeks. If you have your eye on something specific, we recommend ordering in advance to avoid any delays.
GLOBAL RELAY SETUP LINKS
STAFF
On this page, you will find the following information for the events happenings:
Map of Mohegan Sun
Agenda
Parking & Hotel Details
Photographer & Dress Code
EARTH EXPO & CONVENTION CENTER
The staff session will take place in the Corn Planting/Maple Sugar/Strawberry Room
AGENDA
9:30: LIGHT MORNING SNACK
10:00 - 11:00: Welcome: Meet your Facilitator(s). Team Activity. Hand out workbooks
11:00 - 11:10: BREAK
11:10 - 12:00: Workshop: Preparation Toolkit
12:00 - 1:00: LUNCH
1:00 - 2:00: Workshop: In The Moment Strategies
2:00 - 2:10: BREAK
2:10 - 3:00 - Workshop: Moving Forward Positively & Closing Q&A
PARKING & HOTEL DETAILS
PARKING
For those driving, we would suggest parking in the Winter Garage located near our meeting room and a close walk to our room block in the Sky Tower.
HOTEL CHECK-IN
For those who have booked a hotel room at Mohegan Thursday evening, our room block is located in the Sky Tower. Check-in is not until 4pm, but you may store your bags at the Bell Desk located in the main sky lobby.
To continue to show our gratitude for all that you do to make CFG such an amazing place, we have covered the expense of your hotel room for the night. You will be asked to confirm your card for incidentals but the cost of the room will not be charged upon checkout.
PHOTOGRAPHER & DRESS CODE
PHOTOGRAPHER
A professional photographer will be stationed in the Peeping Frog room, taking headshots throughout the day. Dress code for the afternoon session will be business casual and casual for the evening activities following.