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For the past 40 years, I have helped tens of thousands of advisors grow their business with seminars and workshops. I've personally delivered over 4,000 public presentations and written the book on effective financial presentations (Seminars The Emotional Dynamic - 4th Ed.) Let me help you make your workshops the absolute best they can be.
FREE Initial Consultation:
Tell me what's happening and let's see if I can help you. If not, maybe I can suggest others who might be better for your needs.
Customized Approach:
Every advisor is different and there is no "one right way" to deliver a fantastic presentation. I can help you find your most effective style and make your workshops not only very profitable but tremendous fun!
Modern Ideas & Strategies:
There are a ton of "sales coaches" out there who can help you pitch more products. But the modern financial profession is NOT about selling more stuff. . . it's about saving more lives! Audiences hate being sold! Instead let them feel your passion, expertise, and deep concern for their success. That is the best way to build a powerful practice and a meaningful career with great clients.
Skills & Experience
You will not find any other coach who has done as many workshops AND has trained as many advisors on precisely this subject. This has been my world for over four decades. I can cut ten years and tens of thousands of dollars off your learning curve. Sometimes all it takes is one conversation. If that sounds arrogant, I urge you to find out for yourself. It's free! Remember... "A smart person learns from their mistakes. A wise person learns from the mistakes of others!"
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