Jeremiah Desmarais

Founder and CEO of Advisorist

Topic: The 15–20 Appointments-a-Month Prospecting Strategy: No Ads. No Funnels. 
Most financial advisors do not have a lead problem—they have a prospecting-system problem. In this opening keynote, Jeremiah Desmarais reveals the practical strategy advisors are using to generate 15–20 qualified appointments per month without paid ads, purchased leads, complicated funnels, or posting on social media every day. Attendees will learn the four essential inputs behind a predictable pipeline: Find the right prospects, Frame a message that makes them pay attention, Follow up with purpose, and create a daily Flow of new opportunities. Jeremiah will also demonstrate how to activate existing LinkedIn connections, email contacts, and dormant prospects; use high-value “Micromagnets” to turn cold outreach into warm conversations; and build a simple daily rhythm that compounds into consistent appointments. Attendees will leave with a clear, actionable framework they can begin using immediately.

Biography
Jeremiah Desmarais is the founder and CEO of Advisorist, a business-growth training and technology company dedicated to helping financial advisors build more predictable, profitable practices.

Over the past 25 years, Jeremiah has trained more than 10,000 financial advisors and insurance professionals. The advisors he has served have generated more than $300 million in documented fees and commissions, with over 300 success stories demonstrating the effectiveness of his appointment-generation and business-growth systems.

A 27-time award-winning entrepreneur and coach, Jeremiah has built companies recognized by the Inc. 5000 and Fast Company. He is a TED speaker, the #1 bestselling author of SHIFT, and host of the Advisorist Podcast, which has ranked among the top 50 business podcasts on iTunes.

Jeremiah is best known for taking complicated marketing concepts and turning them into simple, practical systems that busy advisors can implement. His work focuses on helping advisors attract right-fit prospects, create trust at scale, generate qualified conversations, and grow without becoming dependent on purchased leads, paid advertising, complicated funnels, or constant social-media posting.

As both an entrepreneur and seven-figure financial-services producer, Jeremiah brings a rare combination of frontline experience, direct-response marketing expertise, and real-world implementation to every presentation. His energetic, candid, and highly actionable speaking style leaves audiences with more than inspiration—it gives them a clear plan they can begin using immediately.