(800) 228-5964 Client Login ELEVATION TRAININGS MENTORSHIPS SOFA INDEPENDENT EXCELLENCE GROUP WE HELP YOU FIND THE LEADS YOU NEED TO GROW YOUR BUSINESS TO THE NEXT LEVEL! Bring a spark to your seminar starts with Volt. The new program is a one stop-shop that teaches you the electric steps you need to bring energy to your next workshop. The creative team at M&O has assembled tips from the top agents and our on-staff consultants. Volt contains tools teaching: This program is offered to our agents who host seminars and workshops. Spotlight focuses on sharpening and fine tuning your presentation skills. From voice range to body language, M&O covers it all! You would be shocked by the power that storytelling plays in seminars, and M&O wants to help you implement that into your practice. This six-hour intensive training is designed to help financial professionals attain the skills they need to be TV-ready! You will learn how to effectively reach your audience by developing your message, and learning how to get your main points across while keeping your audience engaged. Many financial professionals dream big. They want to run efficient businesses instead of their business running them. We have built out a proven process that will show you how to take your practice to the next level. Whether wish to grow from $5MM to $10MM, from $10MM to $25MM, or from $25MM to $50MM, there is a track for you to follow with every single piece fully built-out and customizable to you! All you must do is Follow the Process! This program is designed to help you increase sales WITHOUT increasing your marketing costs. David Polus, an industry icon of nearly five decades and perennial $50MM annual FIA producer, teaches his systematic approach to reaching high-net-worth prospects, creating better dialogue, overcoming objections, and getting referrals. David was recently featured on the cover of Insurance News Net. To learn more about David Polus, download the story by clicking the button below! The Society for Financial Awareness (“SOFA”) is a 501(c)(3) nonprofit public benefit corporation. Its mission is to provide financial education across America, one community at a time. Comprised of professionals, throughout the nation, with varying specialties, these professionals provide valuable services to their communities and host events designed to educate and help attendees understand and address a variety of financial topics and concerns. SOFA members, utilizing their credentials and personal qualifications, donate time in the community conducting no-cost, no obligation financial seminar workshops to individuals, companies, and organizations. These seminars satisfy the Department of Labor’s ERISA 404(c) requirement for companies offering any type of defined contribution pension plan to employees. CONTACT US Phone: 1-800-228-5964 OUR LOCATION 27777 Franklin Road Suite 700 Southfield, MI 48034 QUICK LINKS CHECK US OUT For Producer/Agent use only. Not for public use or distribution. Not affiliated with or approved by the United States government or any agency thereof. Terms and Conditions - Privacy Policy