We work with both individuals and teams who operate primarily in the Financial Services arena. In addition to our “front of the room” work, we do individual coaching and consulting. We help individuals build better business plans and execute more effectively on them. Those individual’s include, advisors, sales managers and representative of investment management products and services who “wholesale” those products and services.

We build customized presentations to assist financial service professionals in making better strategic and tactical decisions and achieving their most important and worthwhile goals. We share with them the tools and techniques used by the most outstanding practitioners that are relevant to their business objectives.

We have developed in the past, a variety of presentations for different audiences. We draw from these to provide ideas and programs that can be implemented immediately to enhance productivity and satisfaction. We pride ourselves on not delivering some “canned”, off-the-shelf recycling but customizing our work to reflect the most important objectives of our clients.

Below are listed a number of presentations and workshops that we have delivered in the past and that we can draw upon to use as a framework for a customized presentation.


PRESENTATIONS FOR CONSULTANTS & ADVISORS

THE PSYCHOLOGY of INFLUENCE and PERSUASION
50 Years of Behavioral Science have identified 6 Principles of Influence

THE ART and SCIENCE of BUILDING a REFERRAL BASED BUSINESS
Every great referral prospecting idea we have seen

THE ART and SCIENCE of BECOMING a MILLION DOLLAR ADVISOR
$100 million under management and growing your practice from there

WALLS, PLATEAUS and RUTS
Getting over, through and out

THE CHANGING LANDSCAPE of the RETIREMENT PLANNING CONVERSATION
Changing attitudes and changing demographics offer the opportunity for relationship and retirement re-invention

NEW LOVES and TRUE LOVES
Developing more effective prospecting – client retention strategies

BUSINESS PLANNING and GOAL ACHIEVEMENT
Three simple steps: Lights, Camera, Action

DEFENDING YOUR FEES in BEAR MARKETS and ANY MARKET
Positioning yourself properly in today’s environment

SIX STREAMS to a RIVER of PROSPECTS
Look at the only six methods available for growth of your practice

FINANCIAL and MARKET FUNDAMENTALS
The Truth about "Mr. Market"

SHARING YOUR VISION
Leadership When Clients Need It

GLASNOST and PERESTROIKA
Come to Wall Street
Openness and restructuring are the keys to positioning the value
of excellent investment advice

IN PRAISE of PERSISTENCE
Children and Children’s literature give us the key to understand
this most important behavior

FINANCIAL STENOGRAPHY
FINANCIAL PORNOGRAPHY
Have fun giving a slap to the media’s dirty little secret


PRESENTATIONS FOR SALES MANAGERS

LEADERSHIP for SALES MANAGERS
Forget management and focus on leadership

STRATEGIES FOR SUCCESS
The excellent coach focuses on the only two things that makes the role critical to others

TRAINING the TRAINER
The training role for a Sales Manager is critical

BUILDING YOUR PYRAMID of SUCCESS
John Wooden gave us all the guidance we need to become an outstanding coach

WHY MANAGERS FAIL
It’s easy to understand but not simple to execute the lessons we can learn


PRESENTATIONS FOR THE INVESTING PUBLIC

FINANCIAL STENOGRAPHY
FINANCIAL PORNOGRAPHY
This presentation is appropriate and fun for both advisors and the public

INVESTING is for EVERYONE
Have fun delivering the message. Clients need to sleep at night
after they have developed a relationship with a financial professional

"NOW is ALWAYS the HARDEST TIME TO INVEST"
Bernard Baruchs’s observation is at the heart of this delivery of
critical and time-tested investment principles

THE TRUTH ABOUT THE MARKET
Bear markets return stocks to their rightful owners
 

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