Stop chasing clients. Start becoming the authority they seek.
Will you become the Authority clients trust⦠or get lost in an increasingly crowded market?
October 26β28, 2026 Β· San Jose & San Mateo, CA
The Valoram Authority Bootcamp gives aspiring and established financial professionals the strategies, knowledge, client conversations, and systems to become the authority clients say yes to.
Why you need to attend this event.
Nobody buys from someone they donβt recognize as an authority.
Being licensed isn't enough anymore. Neither is access to a good product.
Knowing more than the next advisor doesn't automatically make clients trust you.
Clients have more information, more choices, and more people competing for their attention than ever.
They can Google their questions.
They can ask AI.
They can compare advisors.
They can hear five different strategies from five different financial professionals.
The problem isn't access to information anymore.
It's knowing who to trust.
That creates a massive opportunity for the professional who becomes that authority.
When clients see you that way, you're no longer another person selling a financial product.
You're the person they call when they have an important financial decision to make.
In three days you will discover how to leverage AI systems, advanced strategies and products, and proven sales processes to position yourself as a financial authority.
Claim My Seat β $397The Business Model
A business that doesn't depend on your next sale.
Most financial professionals start every month at zero, chasing the next appointment, the next application, the next close.
That is what happens when clients see you as the person who sells a product. It stops when they see you as the person they turn to for advice.
Advisory relationships don't end when a sale closes. They continue, and so can the revenue they create.
01
Lead with tax advisory
Tax planning is a conversation clients already want to have, and it opens doors that a product pitch never does.
02
Become the first call
When clients trust your judgment, they bring you the next decision, not just the next purchase.
03
Build recurring revenue
Ongoing advisory relationships can create opportunities for recurring revenue and a business built for the long term.
The Bootcamp teaches the knowledge, systems and conversations behind this model. It does not promise or imply any particular income, production or business result. See Important Disclosures below.
Who is the Authority Bootcamp for?
Anyone serious about becoming more valuable in financial services.
Whether you've spent fifteen years in financial services or you're looking at the industry as your next move, the opportunity is the same.
Become the person clients trust to lead the conversation.
Established Financial Professionals
You've built experience and helped clients, but you're ready to move beyond the same conversations and the same products.
Understand more. Offer more. Communicate better. And become more valuable to your existing clients.
Expand your knowledge. Expand your conversations. Expand your authority.
New & Aspiring Financial Professionals
You're looking at financial services as your next opportunity and want to start right.
Instead of piecing it together through ten years of trial and error, start with the strategies, tools, systems, and conversations that help you stand out early.
Don't spend years trying to become valuable. Start building authority from Day One.
Valoram Associates
You're already inside the firm.
Now it's time to understand where Valoram is going next.
New strategies, programs, tools, and technology β and new ways to serve your clients.
Learn what's coming next β and position yourself to lead it.
What you’ll learn at this event.
Days 1–2: Redemption Church · 105 Nortech Pkwy, San Jose, CA 95134
Day 3: Valoram Office · 1810 Gateway Drive, Suite 380, San Mateo, CA 94404
October 26–28, 2026
Day One
Monday Β· October 26
8:30 AMβ8:30 PM
Bring more value to the table.
Morning
Praise & Worship
Session One
Tax Advisory Bootcamp
Discover the tax conversation. Open higher-level conversations around tax strategy and position yourself as a resource for business owners and high-income clients. Followed by a working session.
Action item: Set five appointments
Session Two
AI Intensive Workshop
Led by Buddy Rushing of Whitefeather AI.
Build your own Claude AI assistant and learn how AI helps you work more efficiently and prepare for client conversations.
Day One · Monday Evening
Praise & Worship
Dinner at the venue, then worship with Pastor Stephen and Pastor Jonathan.
An evening centered on faith, worship, and purpose, preparing to lead at a higher level.
Day Two
Tuesday Β· October 27
8:30 AMβ5:30 PM
Topgolf 6:00β8:00 PM
Know how to lead the conversation.
Morning
Praise & Worship
Session One
Kingdom Expansion
Walking in royal identity and learning how to grow, recruit, and serve the Kingdom way.
Session Two
Alternative Investments Intensive Workshop
Expand your understanding of alternative investments, how to communicate their value, and how they fit into broader client conversations.
Action item: Set five appointments
Session Three
B2B Process
Learn the top business owner strategies and programs through our exclusive carrier partnerships, and expand the conversations you can have with entrepreneurs and business owners. Followed by a working session and training.
Action item: Set five appointments
Day Two · Tuesday Evening
Topgolf
Topgolf San Jose, 6:00–8:00 PM, just down the street from Redemption Church (10 Topgolf Dr, San Jose). Appetizers and finger food are served.
Day Three
Wednesday Β· October 28
9:00 AMβ1:00 PM
Dinner & BOP 5:00β8:00 PM
Valoram Office, San Mateo
Walk in authority.
Taking what you know, and a plan to execute.
Day Three Location · Valoram Office
1810 Gateway Drive, Suite 380
San Mateo, CA 94404
Parking: right outside the office building.
Entrance: the glass double doors, then head up to Suite 380 on the 3rd floor.
Travel: About a 30-minute drive (24 miles via US-101 N) from Redemption Church in San Jose. Allow extra time for morning traffic. Directions from Redemption Church →. Day Three includes an office tour.
Get directions →Morning
Praise & Worship
Session One
Valoram Funding Solutions Launch
Learn the newest Valoram funding program and the opportunities it creates for the clients and businesses you serve.
Session Two
VMAX Relaunch
Discover the new insurance and loan program and how it expands the solutions available to you and your clients.
Session Three
Goal-Setting Working Session
Turn the previous two days into a real execution plan: what you're building, where you're going, and what happens when you leave the room.
Action item: Leave with a written plan
Session Four
Overcoming Objections Workshop
Practice the objections you're actually hearing and build confidence around the conversations that stop the sale.
Day Three · Wednesday Evening
Dinner & BOP
Dinner on site at Valoram HQ from 5:00 to 6:00 PM, followed by the Business Opportunity Presentation from 6:00 to 8:00 PM.
Session order is confirmed. The detailed session-by-session schedule is shared with registered attendees in the attendee guide.
Learn from authorities of their industries.
We've built a stage of speakers you can learn from to become an authority on every front — taxes, AI, products, business-to-business, and the faith and identity underneath it all.
Pastor Jonathan Mendoza
Associate Pastor, Redemption Church
Pastor Stephen Ward
The Living Room Movement
Dylan Saldivar
CEO, Divine Reach
Tony Hoong
Licensed CPA
Buddy Rushing
Founder, White Feather AI
Christian Hernandez
Business Funding Solutions
Mike DeWitt
Regional Vice President, Midland National | Annuity
Micah Frankel
VP of Sales, Midland Financial
Ben Mohr
Life Settlement Advisor
Learn from people actively doing the work.
Claim My Seat β $397Agency Pricing
Claim your place in the room.
The Valoram Authority Bootcamp is available to the agency community at a reduced rate. Reserve your seat below.
General Admission
$497 / ticket
Limited Availability
$397 / ticket
Agency Pricing β Save $100
Whatβs Included
- βAll three days of the Authority Bootcamp, October 26β28, 2026
- βGeneral seating for every session and breakout
- βLight breakfast Monday and Tuesday, dinner Monday and Wednesday, and appetizers at Topgolf Tuesday night
- βWorkbook and session materials included
- βAccess to the full speaker faculty across all three days
Secure checkout Β· A payment processing fee is added at checkout
Questions before you register.
When and where is it? +
October 26β28, 2026. Monday and Tuesday are at Redemption Church, 105 Nortech Pkwy, San Jose. Doors open at 8:30 AM. Monday runs to 8:30 PM with dinner and evening Praise & Worship; Tuesday sessions end at 5:30 PM, followed by Topgolf from 6:00 to 8:00 PM. Wednesday is at the Valoram office, 1810 Gateway Drive, Suite 380, San Mateo, CA 94404, with sessions from 9:00 AM to 1:00 PM, then dinner on site and the Business Opportunity Presentation from 5:00 to 8:00 PM. Park right outside the building, enter through the glass double doors, and head up to Suite 380 on the 3rd floor. The office is about a 30-minute drive (24 miles via US-101 N) from Redemption Church, so allow extra time for morning traffic.
What does my ticket include? +
All three days of sessions and working sessions, the AI intensive workshop, Monday evening Praise & Worship, a light breakfast Monday and Tuesday, dinner Monday and Wednesday, appetizers at Topgolf Tuesday night, and every workbook and resource used in the room.
Do I have to be a Valoram associate? +
No. The bootcamp is open to established professionals, new and aspiring professionals, and Valoram associates. Agency pricing is offered to the agency community first.
Why is it called a bootcamp? +
Because you work while you're there. Every day pairs training with a working session and an action item, so you leave with appointments set and a written plan rather than a notebook.
What should I bring? +
A laptop for the AI intensive, your current client and prospect list for the working sessions, and business-casual attire. Valoram-branded polos and apparel are recommended.
Is the agency rate still available? +
Yes. Agency pricing is held open to the Valoram community while seats remain. Seating is limited by the venue.
All ticket sales are final. No refunds.
One room.
Three days.
Your next level.
You can keep competing as another financial professional offering another financial product. Or you can become the person clients recognize as the authority.
Become the financial authority clients say yes to.
Valoram Authority Bootcamp 2026
October 26β28, 2026
Redemption Church, San Jose
Valoram Office, San Mateo
$497 β $397 Agency Pricing
Save $100 with agency pricing.
Important Disclosures
The Valoram Authority Bootcamp is an educational and training event for insurance and financial services professionals. Attendance does not create an agency, employment, or contractual relationship, and no compensation, production, or income result is promised or implied. Any figures discussed reflect individual experience and are not typical or guaranteed.
Sessions covering tax strategy, alternative investments, funding programs, and insurance products are general education only. Nothing presented is tax, legal, accounting, or investment advice, and no session constitutes an offer or solicitation to buy or sell any security or insurance product. Attendees remain responsible for their own licensing, suitability, and compliance obligations, and should consult their own qualified advisors and carriers before acting.
All ticket sales are final. No refunds will be issued. Speakers, sessions, and schedule are subject to change.
Agency Pricing $397
Save $100 Β· Oct 26β28, 2026