Join us for a Welcome Reception at Lulu's Restaurant

Take advantage of local yoga studios or the hotel fitness center.

Welcome to Amplify 2024

Setting the stage for the entire conference, David Mozeika, the visionary founder of Currence will share his journey as he explains the evolution of Currence. Learn about the philosophy of opting-in versus opting-out and its profound impact on behavior and outcomes. Understand how these principles can transform personal savings habits to achieve Financial Freedom Faster®.

Take a few minutes to check out our vendors booths or stop by for an interview with Currence.

Unlock the power of neuroscience to capture attention and drive action. Discover a transformative framework that leverages brain-based principles to captivate and influence any audience. Learn practical strategies to elevate your message, engage listeners, and drive change—all backed by cutting-edge research. Perfect for professionals seeking to leave a lasting impression.

Take claim to your differentiator as a cash flow expert and discover how Income Under Management will change the future of financial planning, and your role in leading that change.

How to Get Ideal Prospects Lining Up to Work With You - Learn the three top reasons that you are not consistently getting referrals to ideal prospects and the specific advisor tested steps you can immediately take to correct them. Come find out how Mark has helped advisors teach their best clients how to consistently send them ideal people to work with.

Easier Access to Insurance Cash Value - Inclined was founded with the mission of making it easier for people to access their whole life cash value. The company's iLOC allows policyowners to open a line of credit with a limit as low as $5,000. Policyowners can apply online in about 15 minutes and self-serve with next-day draws and payments once their account is open, saving the usual servicing time on the Advisor's side. Join this session to learn about Inclined's process and the latest product improvements that make it easier for Financial Advisors to offer the iLOC as a value-add to their clients.

Enhance your practice and the overall client experience by partnering with LegacyLock for Estate and Legacy Planning - Come learn how our 3-step Legacy Planning Process is a way for you to serve and impact your prospects and clients at a higher level than they would get anywhere else.

Discover why math and money are not the same. Understand that your client's maximum wealth potential can best be achieved with the choices they make along the way, not the targets they set at the beginning. Optimize every move a client makes with inductive reasoning to get them closer to their maximum financial potential.

Learn the core principles of the Currence Framework, focusing on the order of information you deliver to your clients. Understand how to apply the Currence Framework in your client relationships to ensure your clients are in a constant of choice.

Take a few minutes to check out our vendors booths or stop by for an interview with Currence.

Simplify your Currence onboarding discussion with these tips on technology, language, and process from one of the most tenured Strategists.

Efficient calibration only comes with clarity of purpose and priorities. Using a series of exercises, help your clients discover their financial purpose and priorities to set the frame - allowing you to maximize future calibration sessions.

Discover how you can take your business to the next level. Join Matson Money’s Josh Crawford as he interviews two advisors who’ve experienced remarkable growth through coaching and prudent investment strategies.

Take a few minutes to digest the learnings of the day and preview day 2.

Join the Currence Team and peers for a sunrise walk or take advantage of the fitness center.

Discover why now is the best time to own whole life insurance.

Vince will share a brief recap of Day One and recognize our 2023-2024 Playbook Winners

Get ready to experience the dynamic utility of money in this engaging and interactive session designed to get you out of your seats and into action. Discover the velocity of money as you gain a deeper understanding of how money flows. Apply these lessons to your calibration sessions, making them even more efficient and impactful. Your clients will always be looking forward with new possibility.

Discover how LinkedIn’s hidden features and personalized engagement tactics can double your business by turning connections into meetings faster than ever before.

Take a few minutes to check out our vendors booths or stop by for an interview with Currence.

Teaching how to leverage content to create a better customer experience, IP to market and create higher conversions. Beat ways to find "flow" and create content.

What would the Rockefeller's do? - How to license Intellectual Property to grow your practice

Enhance your practice and the overall client experience by partnering with LegacyLock for Estate and Legacy Planning. - Come learn how our 3-step Legacy Planning Process is a way for you to serve and impact your prospects and clients at a higher level than they would get anywhere else.

While calculators and other detailed technology are constantly advancing and highly supportive, we’ll discuss the core of it all - having an impactful conversation about cash flow management. Why should a client collaborate with you on their cash flow management? What should you say? When might you say it? How can it be demonstrated in a simple, compelling way (even when you don’t have wi-fi or your favorite calculator available)?

Are you speaking the same language as your clients? Learn how Context affects your client conversations.

With a focus on making you super efficient, Shannon and Jessica will share the advancements delivered in onboarding both new members and strategists, as well as look into the exciting future of what's to come.

Kristin will share that structure isn’t the enemy, and in fact it is the framework that allows freedom to design the life that you want.

Final Q&A session, in addition bring your case outlines and challenges to this session, as our masters will provide tailored advice and solutions to real-world scenarios.

Thank you for your time, focus and continued support. Safe travels.