Building Business Together
May 7th, 2026
Lake Lawn Resort, Delavan, WI
Communication Superpower at the Helm: Learn How Richard Dobson Helps Advisors Cut Through the Noise, Simplify Client Conversations, and Win More Business.
Richard Dobson, CFP, is a career financial services professional, author, and speaker who has spent his career helping advisors navigate choppy communication waters with clarity and confidence. As our Captain of Communication, he is on a mission to de‑complicate client conversations in financial services and keep advisors off the rocks of jargon and confusion. A frequent industry volunteer and main-platform speaker, Richard wrote the 2022 book Make Simplicity Your Superpower: Communication Hacks Every Financial Advisor Should Know from Sound Wisdom, equipping advisors with a chart and compass for more effective client dialogue.
- 30+ year NAIFA Member
- Repeat MDRT Speaker
- TEDx Presenter
Mark Berry, with more than 20 years in the life insurance business, brings deep industry experience to every port of call, especially in driving strategic initiatives. A highly engaging presenter, Mark uses plain language to explain the features and advantages of John Hancock’s life portfolio, helping advisors plot the right course and deliver the best solutions for each client. He is the Variable Life Vice President at John Hancock, charting the course for VUL product placement and sales growth across key distribution partners.
Set Sail for the Voyage Ahead!
8:15-9:00 am: Registration and Coffee with the Carriers
9:00-9:15 am: Welcome, Shipmates!
9:15-10:00 am: Navigator – *Richard Dobson
Never Lose: How Great Advisors Respond Under Pressure
Success and failure are inevitable—but how advisors interpret them determines everything. This keynote reframes pressure, rejection, and uncertainty as moments of choice, showing how disciplined responses, preparation, and perspective help advisors hold the course when it matters most.
10:00-10:15 am: Break
10:15-11:15 am: Breakout Session #1
11:15 am-12:00 pm: Product Line Panel
12:00-12:45 pm: Galley Break
12:45-1:30 pm: Navigator – Mark Berry
B.O.S.S. – Business Owner Solutions System
Business Owners typically depend on and care about many people, from employees and business partners to family and heirs. Each group has a unique relationship with the Business Owner. Life Insurance can provide the protection needed for each of these groups. Join us as we explore the 8 possible life insurance solutions for a Business Owner using a simple, yet effective “napkin presentation.” Become the solutions provider a Business Owner needs and show them that they are the BOSS.
1:30-3:00 pm: Breakout Session #2
3:00-3:15 pm: Break
3:15-4:00 pm: Navigator – *Richard Dobson
Communication Hacks Every Financial Advisor Should Know
When clients truly understand the plan, they don’t panic—they stay invested. This session provides practical, memorable tools to help advisors replace complexity with clarity, improve client behavior, and build trust that lasts through market volatility.
4:00-4:30 pm: Bringing the Voyage to Port
4:30-5:30 pm: Cocktails, Apps, & Networking with the E4IS Crew
*This meeting counts for 2 hours of CE.
Full list of Carrier Partners coming soon!
E4IS is excited to host our 12th BBT Great Lakes event, setting sail from a port at the beautiful Lake Lawn Resort! With stunning lakefront views and nautical charm, this venue is the perfect harbor for this year’s gathering. Please use the link below to secure your stateroom at our exclusive group rate—anchors aweigh for an unforgettable voyage!
Lake Lawn Resort
2400 East Geneva Street
Delavan, WI 53115
Book your room here.