DCPA In the News

Print 

Radio 

Television

Teleconferences 


 

Press Releases 

 Speaking Engagements 


  • Million Dollar Round Table - Main Platform -  Toronto - 6/08
  • AiP Annual Meeting - IL - 5/08 
  • IARFC Cruise Conference - Alaska - 8/07   
  • Million Dollar Round Table Annual Meeting, CO - 6/07  
  • The Family Office Forum Annual Meeting - IL - 6/07  
  • IARFC Global Conference - NV - 5/07  
  • Swenson Anderson Financial Group, MN - 7/06  
  • IARFC Annual Meeting, OH - 5/06 
  • LIMRA Research Agency Group (RAG), NV - 5/06 
  • Estate Planning Counsel - Durham, NC - 9/05  
  • NAIBD Technology Forum - CA - 5/04
     

 Exhibitor 

  • Million Dollar Round Table Annual Meeting, Toronto - 6/08
  • International Association of Advisors in Philanthropy - Chicago, IL - 4/08
  • Million Dollar Round Table Annual Meeting, CO - 6/07 
  • IARFC Golbal Conference - NV - 5/07 
  • The Alternative Board: The Prosperity Series, NY - 6/06  
  • LI Financial Planning Association Annual Meeting, NY - 10/05  
  • Top of the Table Annual Meeting, HI - 9/05 
  • Financial Planning Association Annual Meeting, CA - 9/05 
  • Million Dollar Round Table Annual Meeting, LA - 6/05
     

Professional Association Memberships
 


 

                                         


 

                                           


 

                                  


 


 

                           


 
 

 Personal Appearances:  Fees and Terms
 

Roey Diefendorf:

Keynote Speaking:  (Up to 1.5 hours) .................................. $   10,000

Group Facilitation / Coaching: (full day - up to 8 hours) .......... $ 20,000 

Fees are in addition to the following travel expenses:

Airfare:  Round-trip coach airfare for two from New York.  To be arranged by Diefendorf and reimbursed by client. 

Hotel:  Hotel room to be secured by client, guaranteed for late arrival, and billed directly to the client at their business address. 

A/V Requirements:  Lavaliere mic, wireless;  digital projector for PC 

Topics for Target Audience:  All Advisors

     1)  "How to become the most influential advisor to your client - bar none!"

     2)  "Diefendorf's Hierarchy of Planning:  Synching the 3 Dimensions of your Wealth."

     3)  "When 10% = 100%:  Achieving the quantum leap."

     4)  "Your Space:  Creating your unique value proposition."

     5)  "On Purpose Positioning:  Knowing where you're going, before you get going."

     6)  "The Heat Seeking Recommendation System:  It works like magic!"

     7)  "What's your meme?  How to communicate your mission without words."

     8)  "The 2% Difference:  3D Wealth eLife Planning." 
 

Topics for Target Audience:  Veteran Advisors

     1)  "Stop working in your business and start working on your business."

     2)  "When multi-disciplinary planning meets multi-dimensional planning - The Ultimate Marriage."

     3)  "3 Dimensional Alpha:  Adding value through total wealth management."

     4)  "Starting your own B/D:  When the juice ain't worth the squeeze."

     5)  "Servant Leadership:  How to do extraordinary things with ordinary people."

     6)  "Megethos3TM : Integrated Application Software Enterprise - More than CRM."

     7)  "Mentoring:  Why would anyone want to be like you?"
 

Topics for Target Audience:  Families

     1)  "Redefining your wealth in 3 dimensions"  (Ages 12 and above).

     2)  "Synching the 3 dimensions of your wealth"  (Ages 15 and above).

     3)  "How to innoculate your family from affluenza"  (Ages 18 and above).

     4)  "The Family Counsel:  How to increase your parenting Alpha, reduce your kids' peer pressure Beta, and dampen your family's overall Standard Deviation." 

     5)  "Emily's Shoes" - Using philanthropy to pass on values to your heirs.  (This can also include Emily Diefendorf as your keynote speaker).    

 

 Topics for Target Audience:  Non-Profits

     1)  "Fire up your fundraising with family centered philanthropy."
 

Topics for Target Audience:  International

     1)  "3D Wealth:  The new currency and how to amplify the exchange rate."

     2)  "The Universal Killer:  Affluenza and how to innoculate against it."