next level ai
Discover The AI Powered Strategies Top Advisors Are Using to Generate More Leads, Fill Their Seminars, and Convert More Qualified Appointments!
Click below to register the Next Level AI Conference today!
Date
August 20-21st
Location
Des Moines, IA
What
AI Conference
This isn’t hype or marketing theory, at this conference you’re going to learn…
How top advisors are implementing AI
to gain an unfair advantage
Insightful Case Studies
from top advisors
See how actual advisors are already using AI to increase conversions and reduce marketing costs.
Hype-Free,
Actionable strategies
Learn the most effective and advanced AI use cases in our industry, without pressure to move contracts or change affiliations.
the most advanced AI
Models in the industry
This AI isn't just ChatGPT repackaged - It's the most skilled marketer, trained in follow up and conversion best practices, working for you 24/7.
- What You'll Master At The Event
Discover how advisors are integrating ai into every area of marketing...
01
ai powered seminar marketing
Drive more registrations, increase attendance and even convert more appointments after the seminar with AI powered follow up!
02
ai powered appointment generation
Appointments are the lifeblood of every successful practice. Learn how advisors are using AI to follow up on all their leads, converting more appointments and freeing them up from prospecting.
03
AI powered facebook marketing
Discover how AI is changing Facebook marketing, by engaging leads instantly, uncovering needs, and converting leads into appts - All on autopilot.
04
ai powered radio & tv marketing
Drive engagement, leads & appointments from radio and tv by incorporating AI to respond to prospects in real time during your show!
05
ai powered referral genration
Say goodbye to awkward referral conversations and let AI do the work of gathering referrals without you ever having to ask!
06
ai powered websites
Engage & convert your website visitors into leads, seminar registrations and appointments with on site AI!
07
ai powered selling
We all know AI is a powerful marketing tool, but did you know it can also be used to help pre-sell prospects, ensuring they show up pre-educated and ready to engage? We'll show you how.
08
ai powered pre-qualification
Stop wasting time meeting with unqualified prospects and learn how advisors are using AI to pre-qualify appointments, without wasting staff time and resources.
09
ai powered client service
As advisors scale client service often takes a backseat to chasing growth. In this session we'll show you how advisors are using AI to improve the client experience and overall satisfaction.
Event Agenda
Day 1
SESSON 1: The 2 Paths to Scale (8:00 - 9:00)
The 2 Paths to Scale
You're already working hard and spending a lot on marketing. The key to the growth you want isn't in spending more or working harder, it's in multiplying efficiency.
- The 11 Vital Metrics: Discover the 11 vital metrics that indicate the health and scalability of your practice. By tracking these key metrics you'll be empowered to know exactly where to focus your efforts to increase your marketing efficiency and ROI.
- AI's Impact on the Way Advisors Market: You'll learn from several key sources such as Salesforce, Hubspot, Calendly and more just how big an impact Ai is having on the key areas of client acquisition that impact advisor growth and profitability.
- Beyond ChatGPT - Unlocking AI's Full Potential: Learn the difference between generic Ai tools like Chat GPT and "Trained AI models". AI that understands your unique business, your goals, and your ideal clients. AI that's trained in the most effective; marketing, follow up and conversion strategies.
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 2: Your Ai Powered Website (9:00 - 10:00)
Your Ai Powered Website
Discover how advisors are using AI to engage and convert interested prospects visiting their website into leads, seminar registrations and appointments!
- Discover the New Technology Helping Advisors Identify Their Hottest Opportunities: Do you know how many prospects visit your website each month? If you're doing any amount of marketing at all, your site traffic could range from hundreds, to even thousands of visitors each month. But who are these prospects? In this session you'll discover a new technology making it possible to identify exactly who is visiting your site. Capturing their name, email, phone number, address, age, income, even assets... all without them ever opting in!
- Converting Site Visitors into Leads, Registrations & Appointments: In this session you'll see first hand how AI is being integrated into advisor websites, engaging visitors in conversations, uncovering their specific pain points, interests and needs and even converting those visitors into leads, seminar registrations and appointments!
Dan Cuprill
Money & Clarity
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 3: Next Level Nurture (10:00 - 11:00)
Next Level Nurture
Traditional “nurture” marketing, (sending canned newsletters) is dead. In this session we’ll explore how AI is being used to revitalize past leads, engaging them in conversations, and converting them into new appointments...All WITHOUT any manual calling or follow up!
- AI Powered Nurture & Follow Up: If you're still relying on stock libraries of evergreen content to nurture prospects, chances are your emails are going unopened, or worse yet, prospects may be unsubscribing altogether. Prospects today are looking for reliable sources of timely, relevant information. In this session you'll learn how advisors are now using AI to create all the nurture content they need, in less than 10 mins a week!
- Past Leads to New Appointments: If you want to convert past leads into new opportunities, it's not enough to simply "nurture them" with content. You must engage them in the conversations they are already having at home. "How's the recent volatility going to affect our income plans?" "What do we do about this market volatility? Should we stay in?" "How are these tariffs going to affect the markets?" In this session, you'll learn how advisors are using AI to reach out consistenly, engaging prospects in conversations around these timely issues and then, after uncovering specific pain points, converting these past prospects into new appointments!
Adam Freund
Main financial group
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 4: Ai Powered Radio & TV (11:00 - 12:00)
Ai Powered Radio & TV
When it comes to generating appointments, a high end radio or tv show isn't enough. The ROI is in the follow up! In this session we’ll explore how advisors are using AI to convert listeners and viewers into qualified appointments!
- The Top 7 Challenges With Radio & TV: Before you can understand how AI can help you engage more listeners/viewers, you first need to understand why your radio and tv efforts aren't yielding better results. In this session, you'll discover the 7 challenges that keep advisors stuck at 3-5 leads a week... and how to overcome them!
- The Key to High Volume/Low Cost Leads & Appts: In this session you'll discover the most often overlooked, yet powerful tool for generating higher response, the "Offer Stack". The Offer Stack is the key to unlocking higher engagement, increasing lead volume, and cutting your average cost per lead by as much as 80%!
- AI Powered Engagement & Pre-Qualification: In this session you'll learn how AI is being used to engage with listeners/viewers, uncover their pain points and interests, overcome their objections, and then converting them into QUALIFIED first appointments. (All without the phone tag and endless follow up.)
coach Pete D'arruda
capital financial
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
Lunch (12:00 - 1:00)
SESSON 5: Ai Powered... Selling? (1:00 - 2:30)
Ai Powered... Selling?
The use cases for AI go well beyond marketing. AI is now being used by advisors to prospect and pre-sell potential clients on various strategies before the first appointment! This leads to significantly higher closing ratios and less time repeating yourself in first appointments.
- The Opportunity Cost of Unqualified Appointments: When you don't have enough appointments, any appointment can provide a false sense of security. But as you scale, unqualified appointments drastically reduce your earning potential. In this session you'll learn how to avoid the pitfalls of traditional pre-qualification methods.
- AI Powered Pre-Qualification: In this session we'll show you exactly how advisors are training and using AI to pre-qualify prospects when registering for seminars or scheduling appointments, and doing so in a non-offensive way. This preserves the relationship, while at the same time, freeing you up from meeting with unqualified prospects.
lee hyder
lee hyder & Associates
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 6: Ai Powered Referrals (2:30 - 4:00)
Ai Powered Referrals
Hate asking for referrals? In this session you’ll learn a strategic new approach that enlists AI’s help so you never have to ask again!
- Expanding Your Referral Network: For those of us that ask, our clients may think of one to two names to share with us, at best. And yet, they have hundreds of connections and friends online. In this session, you'll learn how to use Facebook to dramatically expand your potential referral network.
- Say Goodbye to Awkward Referral Conversations: We've all relied on outdated approaches to referral generation for decades. We've been taught to say things like... "I get paid in two ways..." or "Who else do you know that would like to..." Most of us don't ask for referrals because we're uncomfortable with these outdated approaches. In this session you'll learn how advisors are now using AI to do the asking for them, ensuring every client is asked, every year, and generating dozens more referrals as a result... All on autopilot.
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
Day 1 Wrap Up & Q&A Session (4:00 - 5:00)
Wrap Up & Q&A Session
- Seat at the event
- Access To All Event Sessions
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
Day 2
SESSON 1: Ai Powered Facebook Marketing (8:00 - 9:00)
Ai Powered Facebook Marketing
In this session you'll learn how AI is revolutionizing Facebook marketing, removing the need for manual follow up and cold calling while increasing appointment conversions by as much as 79%!
- Lead Generation in 2025: If your Facebook campaigns still consist of trading whitepapers for email addresses, then this is a MUST SEE session! Gone are the days of simply building huge email lists and hoping prospects call at some point. In this session you'll learn advanced lead gen and AI powered appointment conversion strategies.
- AI Powered Lead to Appointment Conversion: Generating leads on Facebook isn't all that hard, but converting them to appointments? That's a different story. For most advisors it's hours of cold calling and sending countless emails. In this session you'll discover how AI is now engaging with prospects at the point of opt-in, uncovering their pain points, and then using that conversation to convert leads into appointments. All without the need for any manual followup!
- Say Goodbye to Unqualified Facebook Leads: Any agency can generate leads, or a bunch of seminar registrations for you. But in a world of ever evolving privacy law changes and tighter restrictions on targeting options, Facebook's native targeting has become unreliable at best. Learn how to leverage AI to pre-qualify your Facebook leads for you automatically!
randy fox
2 hawks consulting
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 2: Ai Powered Seminar Marketing (9:00 - 10:00)
Ai Powered Seminar Marketing
Seminar marketing remains the foundation for every successful practice in the country. And yet, the inefficiencies and lost opportunities have never been higher. In this session you'll discover how AI is changing seminar marketing (for the better), by increasing registrations, driving attendance and even converting more appointments after the seminar!
- Uncovering Your Hidden Growth Opportunities: You'll gain access to and learn how to use our Seminar Forecast models to identify your greatest opportunities for improving ROI on every seminar you run, driving bottom line profit WITHOUT sending more mail, or spending more on Facebook.
- Maximize Registrations While Slashing Your Marketing Budget: In this session you'll learn how to tap into the hottest market of seminar prospects, those visiting your registration page. You'll learn how to capture their information including; name, email, phone, address, age, income, and even assets), and then use on page AI to engage with them, answer their questions, overcome their objections, and get them registered!
- Maximize Seminar Attendance Without the Manual Confirmations: Still handling seminar confirmations and reminders manually? In this session you'll learn the primary reasons prospects no show, and how to boost your attendance by up to 65% by implementing AI-powered follow up, pre-seminar engagement day before and confirmations.
- Convert More Appointments After the Seminar... Without Cold Calling! You spend thousands of dollars and work very hard to get prospects registered, get them to attend, and then give an excellent presentation. In this lesson you'll learn how Ai can help you convert up to 50% MORE appointments after the seminar.
- Increase Your Appointment Show Rate: Tired of being ghosted for first appointments? In this session you'll learn why prospects no show, and how AI can help you increase your appointment show rate by as much as 50%!
james hamilton
forecast financial planning
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 3: Training Your Ai (10:00 - 11:00)
Training Your Ai
It’s not enough to have access to the most advanced AI in the industry if it doesn’t understand your unique practice, your ideal client profile, and the products and services you specialize in. In this session we’ll look at all the ways you can train your AI to represent YOU! It's like having a fully trained in house employee with decades of experience!
- Seat at the event
- Access To All Event Sessions
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
SESSON 4: Ready, Set, Launch (11:00 - 12:00)
Ready, Set, Launch
In this final session we’ll walk through your 30 day AI launch roadmap, helping you take advantage and put into practice your favorite AI powered strategies!
- Seat at the event
- Access To All Event Sessions
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
LUNCH & Closing Q&A (12:00 - 1:00)
Register Now
VIP Admission
$497
What's Included:
- Guaranteed Up Front Seating
- Access To All Event Sessions
- Lifetime Access to All Session Recordings
- Lunch Question and Answer With The Speakers
- Private Mastermind & Dinner With Speakers
- Full Team Training Call When You Return Home
- Custom AI Growth Blueprint (Normally $1,500)
Premium Admission
$297
What's Included:
- Guaranteed Up Front Seating
- Access To All Event Sessions
- Lifetime Access to All Session Recordings
- Lunch Question and Answer With The Speakers
- Private Mastermind & Dinner With Speakers
- Full Team Training Call When You Return Home
- Custom AI Growth Blueprint (Normally $1,500)
Basic Admission
$197
What's Included:
- Seat at the event
- Access To All Event Sessions
- Lifetime Access to All Session Recordings
- Lunch Question and Answer With The Speakers
- Private Mastermind & Dinner With Speakers
- Full Team Training Call When You Return Home
- Custom AI Growth Blueprint (Normally $1,500)
real advisors.
real results.
- Testimonials
What advisors are Saying
Garry Thurman
Guardian investment advisors
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
Coach pete d'arruda
capital financial group
“Next Level AI has helped us cut our time to make contact with leads from days down to just minutes, which has dramatically increased the number of appointments we’re converting!”
Lee Hyder
Lee Hyder & Associates
“Brandon is one of the few leaders I know in our industry that has been where I am, as an advisor first, and a leader in marketing for over a decade. He’s the real deal.”
Dan cuprill
money and clarity
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
Adam Freund, RFC, CRC
Main financial group
“Next Level AI has helped us cut our time to make contact with leads from days down to just minutes, which has dramatically increased the number of appointments we’re converting!”
Jill Muenich
Homesteaders Life Company
“Brandon is one of the few leaders I know in our industry that has been where I am, as an advisor first, and a leader in marketing for over a decade. He’s the real deal.”
james hamilton
forecast financial planning
“AI has completely revolutionized the way we generate and convert leads from our radio and tv shows. We’re seeing way more engagement, and so many more appointments.”
randy fox
2 hawks consulting
“Next Level AI has helped us cut our time to make contact with leads from days down to just minutes, which has dramatically increased the number of appointments we’re converting!”
Jill Muenich
Homesteaders Life Company
“Brandon is one of the few leaders I know in our industry that has been where I am, as an advisor first, and a leader in marketing for over a decade. He’s the real deal.”
Meet Your Host
Brandon Stuerke
Brandon Stuerke entered the financial services industry in 2001. He opened his own independent practice in 2006. While serving as President of Golden Financial Group, he pioneered a new approach to forming alliances with CPAs and doubled his production twice in just 24 months as a result.
In 2010 Brandon launched Winning with CPA’s, a consulting practice focused on helping advisors implement their own strategic alliances based on his model. In 2012 Brandon launched Automated Advisor, teaching advisors how to leverage the power of technology, digital marketing and automation to increase results in every area of their practice. Brandon later sold Automated Advisor in 2018.
As CEO of Next Level Advisors Brandon now works with the most successful advisors in the country, helping them package their experience into on demand training for advisors. His goal is to help advisors tap into the collective wisdom and experience of the most successful advisors in hopes that others can build the business and lives they really want, while avoiding the mistakes others have already made along the way. Brandon has been featured on the cover of Life Insurance Selling and Insurance News Net Magazine, was a regular contributor for Senior Market Advisor, and has spoken at a myriad of industry conferences. Over the past 10 years Brandon has personally consulted with over 1,200 advisors, 1-1, and is a sought after consultant to some of the largest wholesalers, Broker Dealers, and RIAs in the country.
frequently asked questions
How is this different than using Chat GPT?
Chat GPT draws from the entirety of the internet to generate content and responses. What we have developed is a “Trained” Ai that understands the industry, your business model, marketing and sales best practices, objection handling and more!
Am I going to be asked to move my contracts?
No. We are not an IMO/FMO, B/D, or RIA. We are a software and consulting company specializing in AI.
Can I bring a team member with me?
Due to the fact that these events often sell out we cannot accommodate additional team members. We do however provide each attendee with access to a full training course designed specifically for team members to help you bring your team up to speed!
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