Year after year, our Elite advisors showcase their talents and relentless work ethic with their dramatic increase in production AND REVENUE. They possess unique planning ideas, fresh marketing concepts, and streamlined practice management skills. And, they have the know-how to implement these practices to continuously catapult their businesses.

This event is designed to give you opportunities to share what is working in your practice with other like-minded producers, as well as create your own arsenal of ideas to take back home with you. Please join us as we cover the following Roundtable topics:

  • The Most Important Lesson I have Learned
  • How do you Gain Credibility?
  • Objection Handler: “I Want to Think About It”
  • Chuck Lucius: How to Build a Business from the Ground Up


It’s a fact that dozens of our advisors have experienced 200, 300, even 600 percent growth in production and profitability over the last few years. Since the inception of Gradient, we chose to focus on building, not just acquiring tomorrow’s advisors, today. We have developed and assisted many of the industry’s most sought after advisors. Our organization and advisors have since formed a resilient bond helping each other build world-class practices in their communities.

While many marketing organizations only inquire about your last year’s production numbers, we choose to help advisors based on their goals. We specialize in increasing an advisor’s overall production and net revenue, and we have the results to prove it. By partnering with the most innovative and comprehensive platform in the industry, you are able to leverage resources and training that us unparalleled in today’s independent world.

At Gradient, we have assembled the nation’s leading advisors. Their talents range from marketing to client acquisition and from back office structure to referral generation. Our advisors never forget that net income is more important than production. Our advisors focus on where they are headed, not where they’ve been. Our advisors know that the definition of success is not defined by their IMO.

Many advisors have the passion, the motivation, and the skill set to better the lives of their clients and their family. It’s time for you to experience an organization and a group of advisors in a results-driven forum that is 100 percent advisor driven.

Featured Presenter

A message from Chuck Lucius

Chuck Lucius, CEO and Owner, Gradient Financial Group

While they are not calling me a featured presenter, I will be presenting to all the Roundtable attendees about how Tami and I built our businesses from the ground up using best practices and incorporating our unique management styles.

Watch the video below to learn more about how we have built multiple successful multi-million dollar companies, and how you can too!


Please call your Vice President of Marketing today at 800.407.4137 for qualification details


Red Rock Hotel, Casino, Resort and Spa

Red Rock Casino, Resort and Spa is a 5 – Star rated resort overlooking the Red Rock Canyon. Red Rock boasts breathtaking views and a remarkable list of amenities. It is the perfect complement to the Gradient Roundtable event for both will leave you inspired.


Thursday, October 3
6:00 p.m. – 8:00 p.m.Gradient Roundtable Welcome Reception
Friday, October 4
7:30 a.m.Breakfast
8:00 a.m. – 8:15 a.m.Gradient Roundtable Welcome
 - Chad Roesler, President, Gradient Insurance Brokerage, Inc.
8:15 a.m. – 9:30 a.m.Peer Roundtable One: Most Important Lesson I have Learned
Whether you have been in this industry 40 days or 40 years, chances are you have learned some very valuable lessons. The things we learn in our daily practice can have a huge impact on future interaction. From dealing with prospects to working hand-in-hand with insurance carriers, there are valuable insights to be shared - and we can all learn from the experiences of others. Bring the most important lesson you have learned and be prepared to share your story with the group.
9:30 a.m. – 10:15 a.m.Peer Roundtable One: Best Idea
10:15 a.m. – 10:30 a.m.Break
10:30 a.m. – 11:45 a.m.Peer Roundtable Two: How do you Gain Credibility?
Perhaps you are adept at leveraging your PR exposure to gain credibility with your prospects and clients. Maybe you have found a way to build on your client relationships and have existing clients assist with bolstering your credibility. Do you have a specific brochure or piece that you use to position yourself as a credible source for information? In this Roundtable session, present to your group the best method you utilize for building credibility with your prospects, your clients and your community.
11:45 a.m. – 12:30 p.m.Peer Roundtable Two: Best Idea
12:30 p.m. – 1:15 p.m.Lunch
1:15 p.m. – 2:30 p.m.Peer Roundtable Three: Objection Handler, “I Want to Think About It”
The “I want to think about it” objection is one we have all heard. What makes the difference is how we handle that objection. Be prepared to share your ideas on overcoming this particular objection, or share concepts you have in place to ensure this objection never comes up again.
2:30 p.m. – 3:15 p.m.Peer Roundtable Three: Best Idea
3:15 p.m. – 3:30 p.m.Break
3:30 p.m. – 5:00 p.m.Chuck Lucius, CEO: “Building Your Business From the Ground Up”
2013 is quickly drawing to a close – what was your hottest marketing effort this year that drove the most prospective clients to your door? As the year comes to an end, do you have a special event planned to show your clients how much you appreciate them? Share your marketing techniques at your “Roundtable” while also gathering ideas to potentially incorporate in your 2014 business plan. In this breakout, we will also share ideas on the events you have done that truly made your client feel valued and appreciated.
5:00 p.m.Gradient Roundtable Close
6:00 p.m.Dinner