TruChoice Financial Group, LLC Hosts Successful Climb ’23 Conference with Keynote Speakers and Exclusive Online Calculator Launch

TruChoice Financial Group, LLC recently hosted its fourth annual Climb conference at The Phoenician in Scottsdale, Arizona, where over 100 financial professionals gathered for two days of motivation, inspiration, and valuable insights. The event featured keynote speakers Dennis Moseley-Williams and Michael Crossland, who challenged attendees to think differently about their client experience and shared powerful personal stories of perseverance.

In addition to the keynote speeches, the event included peer-to-peer sharing sessions, product updates from major insurance carriers, insights from a panel of actuaries, and discussions on branding and lead generation. TruChoice’s Chief Distribution Officer, Jim Maietta, highlighted the importance of peer collaboration at the event, emphasizing the value of sharing knowledge and experiences with fellow financial professionals.

One of the highlights of the event was the launch of TruChoice’s online Internal Rate of Return calculator, providing financial professionals with a valuable tool for their practice management. The event also saw the announcement of three upcoming trips for financial professionals to Paradisus Los Cabos, Banff, Canada, and Dublin, Ireland in the coming years.

Overall, Climb ’23 was a success, with attendees leaving with actionable information to enhance their client relationships and grow their practices. For more information about TruChoice events and services, visit www.TruChoiceFinancial.com or contact 800.237.0263. Follow TruChoice Financial on LinkedIn, Twitter, and Facebook for exclusive content and interviews with Climb keynote speakers.

Source: TruChoice Financial Group, LLC