Building a Futures-Broker Lead-Gen Campaign — and Where AI Actually Fits

From Lead to Close—Built Live

Creating a Futures Sales Campaign in Real Time with AI

October 8, 2026 | 3:30–6:30 PM

What does it take to build an effective lead-generation campaign—and then move a prospect from first contact through the sales process?

Join NIBA for a live, start-to-finish demonstration of a futures marketing and sales campaign. The program will use futures IRA accounts as an illustrative campaign topic, showing how firms can identify an audience, develop an offer, create campaign assets, track leads and support the sales conversation.

Brad Janitz of Equity Trust will explain the futures IRA account structure, how it works and how Equity Trust supports investors and brokerage firms.

Shane Stiles, President of Gate 39, will then build the campaign live and demonstrate where AI can accelerate the process, where human judgment remains essential and how firms can apply the same approach to their own marketing and sales efforts. Attendees will also leave with an AI-powered tool they can use to begin building campaigns of their own.

Agenda

• 3:30 PM — Opening Reception and Networking
• 4:00 PM — Allocating Retirement Assets to the Futures Markets - Brad Janitz, Equity Trust
• 4:10 PM — From Lead to Close: Building the Campaign Live - Shane Stiles, President, Gate 39
• Q&A and Open Discussion
• 5:00–6:30 PM — Networking Reception