NAIFA-Omaha: YAT Special Event Featuring Joe Templin

December 06, 2018
4:00 PM CST - 6:00 PM CST

Champions Run Country Club
13800 Eagle Run Drive
Omaha, NE 68164
Venue website

The NAIFA-Omaha Young Advisors Team invites you for a very special event featuring Joe Templin. 

Joe Templin
December 6th, 2018
4:00pm–6:00pm (Joe Templin will speak from approximately 4:30-5:30)
Champions Run Omaha
13800 Champions Run Drive
Omaha, NE 68164
Free for NAIFA Members - $25 for guests

"If I Were A New Rep, I Would..."

Imagine, for a moment, if you were to enter our profession but had over three decades of experience to draw from combined with youth and enthusiasm.  What COULD you do?

What if you had the experience of decades, whispered in your ear at the critical moments?  How would that launch your career?

What if the secret to wealth and health and significance were written down and handed to you, your only payment being your promise to actually follow the guide to excellence?  Are you willing to accept this deal? Come and see.  Listen to Rockstar financial advisor Joe Templin tell you "If I were a New Rep, I'd..."

Movie star good looks.  Operatic singing voice, with natural athletic gifts and impeccable social graces.

None of these describe Joe Templin.

Geek.  Innovator.  Martial arts Champion and Master Instructor.  Top Selling Author and million-dollar producer.  THESE describe Joe.

Joe started college at 13, did research for the Department of Defense before he was 20, and entered the financial services world as an intern with Northwestern Mutual as a college intern before going full-time in 1997.  He was a Top 10 Former College Intern and College Unit Director, out recruited the rest of his agency combined multiple times, won Nemec Award, John Clyne Award, and the Agency Eagle Award, plus has written a million dollars of premium in a year after going out on his own to leverage his industry wide impact.

Joe was the youngest President of his NAIFA Chapter, served on the New York State Board, and was a member of the National YAT (Young Advisor Team) Committee, helping create the YAT Leader of the Year Award.  He was an Advisor Today 4 Under 40 recipient.  He has spoken all across the US and Canada and is a Top Seller on Amazon with six different titles including “Financial Mistakes of Young Americans” and “Do You Want To Make MDRT, or Not?!”

Joe earned his CERTIFIED FINANCIAL PLANNER® as well as being one of the first Chartered Advisor of Philanthropy designees in the country.  He also has his CLU and ChFC in addition to being a graduate of NAIFA’s Leadership In Life Institute.

He is the Founder of The Introduction Machine, a cell phone-based referral app for financial advisors, and has trained thousands of advisors with his combination of performance psychiatry, sales experience, and personal failures that are just lessons to be learned.  Outside of the office, Joe is a former World Tae Kron Do champion and runs Ragnar Replays, 200-ish mile team relay races.  He has three hooligan boys (Dany, Liam and Colin) and is the second in command of the New York State Ancient Order of Hibernians Honour Guard.  He has spent the past seven years as a Cub Scout Den Leader.
Register online via NAIFA-Omaha, or contact Mark Scholz at or 402-779-7342.  Guest fees can be paid online or at the door by cash, check or credit card.