Topics Can Include
- The Keys To High Level Production
- How to Build a World Class Advisory Practice
- how to Double Your Production while Working Less
- Closing Prospects Without Pressure
- How to Justify Your Fees and Retain Your Clients in a Flat or Declining market
- How to Meet with Qualified Prospects
- Time Management
- Developing an Effective Business Plan that Guarantees Your Success
- Conducting an Initial Interview
- Adding Value to the Client Relationship
- Working with Compliance
- Ways to Jump-start Your Business
- Establishing Gold Medal Service
- Retirement Planning using Stretch IRA’s
Past Client List
- 1st Global
- Advantage Capital
- alliance Capital
- american Express Financial Advisors
- American investors
- AXA Advisors
- Berkshire Investments
- Bill Good Marketing
- Boston Capital
- California Association of Financial Planners
- California Society of Certified Public Accountants
- Canadian Association for Financial Planning
- Commonwealth Equities
- Equitable
- First Financial Resources
- FNIC
- Fortis
- Fortune Financial
- Finanial Planning Association
- FSC
- Harbour Financial
- HD Vest
- H&R Block
- Institute for Certified Financial Planners
- Investors Capital
- Investors Groups
- Janney Montgomery Scott
- Jefferson Pilot
- JW Charles
- Mariner Financial
- Merrill Lynch
- Met Life
- Minnesota Mutual Life
- Ogilivie Security Advisors Group
- Oppenheimer Mutual Funds
- Planning Profit Systems
- Planvest Pacific
- Prudential
- Raymond James Financial Services
- Retirement Distribution Strategies
- Royal Alliance
- RW Baird
- Securities America
- Solomon Smith Barney
- Spellman/Sentra
- SunAmerica Retirement Markets
- SunAmerica Securities
- SunPoint Securities
- Titan Equities
- Triple Chekc Financial
- Wheatfirst Butcher Singer
- Wachovia Securities
