David McKnight

David McKnight has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.

Joe Ross

Joe has established a reputation as one of the industry’s most impactful concept innovators. His unique insights have been the brainchild behind sales concepts that have driven life insurance and annuity sales for over four decades. Joe brings over 40 years of wisdom, experience, sales aptitude and motivation to develop and deliver knowledge and skills that drive success for agents, financial advisors and wholesalers. His broad-based knowledge of products, tax law, sales, marketing, effective messaging and professional development can help you elevate your game.  

His personal mission statement is to “Inspire People To Achieve More,” and what you learn from Joe can do exactly that. Here is just a sampling of the opportunities Joe can deliver for you. 

Tiffany Markarian

Since 1995, Tiffany Markarian has personally coached hundreds of wealth advisors, broker/dealers, and brokerage/insurance firms in driving productivity, practice equity, and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at New England Financial/MetLife, and Director of Marketing for John Hancock/Signator Investors, Inc. She additionally served as Director of Business Development for a Massachusetts wealth management firm for seven years prior to forming Advantus Marketing.

Tiffany creates a much-needed level of change and accountability. She is known for assisting advisors and firms in capturing and retaining opportunities amidst heightened competition and economic volatility. Tiffany speaks at numerous national industry conferences throughout the year. She has been featured in NAPFA Advisor Magazine, ThinkAdvisor, Advisor Magazine, NAIFA Advisor Today, NAILBA Perspectives, and the GAMA International Journal for her results in helping firms and advisors increase the equity value of their practice and retaining and strengthening client relationships. In 2020, she was the proud recipient of the NAILBA Chairman’s Award, an esteemed honor bestowed by the National Association of Independent Life Brokerage Agencies.