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Here Are Your World-Class Top Experts!
Sid Walker

Sid Walker

Selling Without Wrestling - How to have a 90% closing ratio and an abundance of quality referrals without being pushy or controlling

You will learn:

  • Make more money, have more fun, and have more free time.
  • Stop wrestling with clients to make a sale and instead, adopt an approach that is easier and more rewarding for both you and the client.
  • Quickly and confidently gain the client’s respect as a trusted advisor.
  • Increase your comfort level and effectiveness with prospecting, closing, and asking for referrals.

Sid is a champion of the consultative, relationship-building style of selling and self-promotion. His battle-cry is: "Your main job today is to help the client make informed decisions that feel right to the client!"

Sid has successfully coached over 2,500 financial services reps including hundreds of the top people in the business.

Sid is the founder of the Selling Without Wrestling Society, author of six books on topics including: interviewing to get more client commitment, how to develop the confidence to prospect for bigger clients, overcoming call reluctance and the fear of self-promotion, and how to "get on a roll" and "stay on a roll" selling financial services.

Michael Beck

Michael Beck

Hit Your Marketing Bull’s-eye with D.A.R.T.S.

You will learn:

  • How to improve your closing ratio by as much as 25%
  • The steps for persuading "fence-sitters" to take action
  • About the 6 DARTS: Deep-seated, Action Reflex Trigger Strategies
  • How to make a more compelling presentation
  • How to get better marketing results with the same amount of effort

Michael Beck is a recruiting and marketing specialist and is the nation's leading expert on recruiting independent sales agents. Having helped insurance and financial service professionals for many years, Michael provides new prospectives on how people behave and how to communicate more effectively. He is a regular contributor to many trade publications such as ProducersWEB, Financial Services Journal, and Advisor Today Magazine. He is also the author of the upcoming book, Stand Apart or Stand Aside.

Richard Weylman

Richard Weylman

Understanding the Affluent Mind

You will learn:

  • Greater connection with Affluent Prospects and Clients
  • Increase ability to build long term relationships
  • How to prevent clients from moving their business to another advisor
  • Increased opportunity for massive growth in your business

Richard Weylman experience in marketing, selling and communicating with affluent and wealthy people is unparalleled.

He is a highly sought after marketing consultant, he draws from his lifetime of experience to help others understand this unique marketplace, overcome obstacles, and grow a profitable business. He is the author of the best selling book, Opening Closed Doors- Keys to Reaching Hard to Reach People. Richards is the founder of The Weylman Center for Excellence in Practice Management, an online university for financial professionals and staff to elevate their success in working with the affluent.

Annette Bau

Annette Bau

The Fast Track to Double Your Income and Success

You will learn:

  • What you must know about creating wealth and financial freedom
  • Why most advisors never achieve their full potential
  • The best lead generation strategies to double your income
  • How to get rich in a niche market
  • What the easiest thing you can do to double your income (that most advisors miss)
  • How to find the lowest hanging fruit
  • Simple strategies to double your income

Annette Bau, CFP™, a Certified Financial Planner™, is the Managing Member of Estate & Retirement Strategies, LLC, A Registered Investment Advisor. She has been a financial planner for over 20 years working with extensively with affluent business owners and women.

She is the founder of the MillionDollarMarketingPractices.com and MllionaireSeries.com. Annette has authored books and products including The MillionDollarMarketingSystem.com, The Affluent Women's Marketing Guide, the 7 Principles for becoming a Millionaire for Life and her upcoming book Winning Clients for Life.

Marie Swift

Marie Swift

Branding Your Firm from the Inside Out: What You Must Know and Do to Win Market Share Now

You will learn:

  • How to sharpen your brand and articulate your value in a clear, compelling way
  • Ways to gain access to worksheets and questionnaires that will help you clarify your value proposition and get everyone on your team "singing from the same hymn book"
  • What industry leaders have to say about the future of advice and the financial services industry
  • How to create an action plan based on expert advice from one of the industry's most respected marketing consultants
  • How to understand branding - and why it’s important to your ongoing success - from the inside out

Marie Swift is the CEO of Impact Communications. Her firm boasts a long and illustrious list of industry thought leaders, celebrities, and highly-successful advisors-all gleaned effortlessly through attraction-based marketing and PR strategies. She’s one of the top PR experts in the country, as well as an expert in public relations and marketing communication. She is hailed as the ‘Marketing Guru’ by the editors at Investment Advisor Magazine.

Bill Cates

Bill Cates

How to Get Referrals Without Asking for Them

You will learn:

  • How to become trustworthy quickly in any type of new relationship
  • The key tips to getting your clients thinking of people who need your help without asking them for referrals
  • Ways in which you can use Event Marketing to stimulate more referrals
  • How to effectively borrow trust
  • The steps to building a thriving referral-based business
  • How to network strategically
  • The process top producers use to create an amazing referral business

Bill Cates is a world-renowned referral expert and he has basically revolutionized the way financial service professionals generate referrals. He is the author of Unlimited Referrals, Get More Referrals Now and his newly released book (which I love the title), Don't Keep Me a Secret.

Bill is the President of Referral Coach International and the creator of Referral Advantage Program. This program has been featured in publications such as Success Magazine, Entrepreneur Magazine, Selling Power and the Wall Street Journal, just to mention a few. His own business success has been featured in Money Magazine.

Steve Moeller

Steve Moeller

Capture $10 to $20 Million Dollars in New Investments in 2010

You will learn:

  • How to solve some of the biggest challenges that Financial Advisors are facing today
  • Solutions to concerns that investors are facing today
  • How to deal with what the future will be like for our industry
  • Specific recommendations for Financial Advisors who want to grow their business
  • Products or sales tactics that are recommended for the use of Advisors today

Steve Moeller, president of American Business Visions and author of Effort-Less Marketing for Financial Professionals, is widely regarded as one of the industry's most ingenious business consultants. His unique business-building process, defined as relationship-based niche marketing, has become known as the "Moeller Method." This turnkey system enables advisors to identify and attract clients that are both profitable and fun to work with.

Lew Nason

Lew Nason

Questioning Techniques to Grow Your Business & Improve Your Results

You will learn the following benefits of how to:

  • Use Direct Questioning to Raise Buying Desire
  • Use powerful questions to make your prospect want to buy
  • Sell the Feeling, Not the Product
  • Get Your Prospects to Practically Sell Themselves
  • Close "9 out of 10" sales
  • Make two or more sales to every new customer
  • Multiply your sales by working smarter, not harder
  • Make the transition from salesperson, to the trusted financial advisor people want to see!

Lew Nason, is the founder of the Insurance Pro Shop "The 9 Out Of 10 Guy's". He is a specialist in helping agents boost their life and annuity sales, and has helped 1,000 of agents do just that! Lew shares strategies that have been PROVEN over many years of success. (He doesn’t teach theory.) In fact, Financial Services Advisor Magazine reported, "Lew Nason just may be the most effective sales improvement coach of all time." His presentation is focused on helping anyone interested in increasing their life and/or annuity sales – even during these tough economic times.

Maribeth Kuzmeski

Maribeth Kuzmeski

The New Normal for Financial Advisor Business Growth

You will learn:

  • The specifics of how financial advisors are successfully using (mostly free) new media and traditional marketing with new twists to win new business NOW
  • New ways to truly network with high net worth individuals
  • Strategies for working with charities and leveraging and creating relationships with their top donors
  • Methods for creating a strategic alliance referral network that actually works for both parties
  • Methods to develop the necessary relationships and connections with high net worth individuals who will want to work with you
  • Using the media-radio, TV, internet, magazines, newspapers and books- to gain the exposure that some celebrities receive
  • 3 specific techniques to increase your social awareness and social IQ- skills that even the best closers can sharpen

Maribeth Kuzmeski, MBA is author of The Connectors: How the World's Most Successful Businesspeople Build Relationships and Win Clients for Life (Wiley, September 2009). Creating strong business relationships has been the focus of Kuzmeski’s business and career. Her book, The Connectors, is packed full of tools and techniques aimed at helping readers develop better, more profitable connections—tools and techniques proven effective by some of the world’s most successful professionals.

Bruce Wright

Bruce Wright

Affluent, discerning clients: How to attract them, serve them and retain them

You will learn:

  • The unusual thinking and skill sets to become the primary advisor to affluent, discerning clients
  • How to gain respect of other advisors in the lives of affluent clients
  • The key steps of instilling confidence in affluent clients to empower them to take action
  • How to use tools instead of your personal time to attract and retain affluent, discerning clients
  • How to lovingly let go of 'C' level clients to make more room for ‘A’ level clients

Bruce R. Wright is Chairman and founder of The Wright Company. He is the author of The Wright Exit Strategy: Wealth, How to Create It, Keep It, and Use It and Macro Strategic Planning® Your Life and Business. For over 20 years, Mr. Wright has been meeting the macro life, business and wealth management needs of discerning, affluent individuals and families. From 1985 through 1989, Mr. Wright was a managing partner for a registered investment advisory firm. Later, as founder of Macro Strategic Design Inc., he began consulting with discerning clients in their individual and family Macro Strategic Planning® needs strictly on a 'uniquely value added' fee only basis.

Ken Varga

Ken Varga

Power Methods For Generating Prospects and Referrals

You will learn:

  • The most important aspects of building a business and practice
  • How many contacts you need to convert a prospect to a client
  • What you need to do in the prospects mind
  • How to become an expert
  • What to do to convert up to 87% of your affluent prospects
  • What ‘Grabber Letters’ are the most effective
  • Why changing your style is critical to success with each new generation

Ken Varga is a businessman who has built 35 successful, profitable businesses in his career of 38 years. One of Ken’s off-line businesses had over 460,000 ongoing customers.

Ken is the author of over 300 information products, including the bestselling book, "How to Get Customers to Call, Buy and Beg for More!" All of his works are based on his experiences of developing hundreds of thousands of customers through expert marketing.

He has an eye for what works and a way of conveying his knowledge and intuition to his listeners so that they will profit from it immediately…and for years to come.

Wendy Weiss

Wendy Weiss

Recession Prospecting: How to Build a Strong Sales Pipeline in a Weak Economy

You will learn:

  • How to hook your prospects so that they want to speak with you
  • When they say "hello" what should you say?
  • Getting your prospects to commit
  • Pareto’s law—what it is and how it works.
  • To move beyond the Numbers Game to Momentum.
  • 4 strategies to fill your sales funnel and ensure that it stays full.

Wendy Weiss, The Queen of Cold Calling™ is an author, speaker, sales trainer, and sales coach. She is recognized as one of the leading authorities on lead generation, cold calling and new business development and she helps clients speed up their sales cycle, reach more prospects directly and generate more sales revenue.

Wendy has been featured in the New York Times, BusinessWeek, Entrepreneur Magazine, Selling Power, Sales & Marketing Management and various other business and sales publications. She is the author of various books and programs including Cold Calling Women and Getting Past the Palace Guard.

Mike Byrnes

Mike Byrnes

How to Grow, Even when the Economy isn’t

You will learn:

  • How to set up a business plan to better prioritize initiatives for success
  • What you need to know about branding to deliver communications with a competitive advantage
  • Segmentation tips to determine the right profitable target market
  • Strategic alliance tactics to build strong win-win relationships

Mike Byrnes, founder of Byrnes Consulting, provides business planning and marketing strategy consulting services to help advisors become even more successful.

His areas of expertise range from creating business plans that bring results, to the use of social media to market your business. Mike breaks the conventional consulting and coaching model, transcending those traditional relationships by partnering with his clients to develop customized business solutions.

Mike has written several articles and is currently providing regular content for www.RIABiz.com.

Mitch Axelrod

Mitch Axelrod

Success Secrets of World Class Producers

You will learn:

  • The 'Take a Millionaire to Lunch' Strategy
  • How to effectively handle the stress and even capitalize on it.
  • The secret to staying focused
  • How to make quantum leaps in your production
  • The key to avoiding inertia
  • What you must do in the next century to succeed

Mitch Axelrod is the author of The NEW Game of Business™, The NEW Game of Selling™, Sales Alchem™, and more than 50 training programs. He is founder and CEO - Chief Encouragement Officer - of The NEW Game Publishing and Media. Mitch has delivered 3,500 live appearances, radio, television, teleconferences, webcasts, audio and video training to more than one million people from 35 countries. He has been changing the business game since 1978.

Barbara Rozgonyi

Barbara Rozgonyi

Savvy Social Media: How to Leverage Social Network Connections into Profitable Business Relationships

You will learn:

  • The Basics you need to Know to Benefit from Social Media
  • How to decide where to start, focus your efforts and build a social referral network
  • Why it’s important to target where social media fits into your customer’s decision making process
  • When to separate – and integrate – personal and professional profiles
  • 3 ways to raise visibility and credibility dramatically overnight
  • Must-have tools to save time, consolidate efforts and measure results

Barbara Rozgonyi is a speaker, author and leader of CoryWest Media, LLC,a strategic marketing consultancy firm. As publisher of www.wiredPRworks.com, listed on Alltop and in AdAge’s Power 150, Barbara reports on ways to grow business, build brands, and connect communities. The founder of Chicago’s Social Media Club chapter, Barbara is a frequent keynote speaker, an accomplished corporate trainer, and an experienced educator who’s developed programs for numerous companies, schools and organizations such like Office Depot’s Web Café and the International Social Media Association. As a recognized social media expert, Barbara’s media mentions include inc.com, SOHO magazine, Chicago White Sox magazine, West Suburban Living, Liberty Suburban News, Risk Management Magazine, Nursing Spectrum, Successful-blog.com, to mention a few. She also contributed to the LinkedIn chapter of “Success Secrets of the Social Media Marketing Superstars" published by Entrepreneur Press in 2010. Named one of the top 30 PR twitter experts to follow by ereleases.com, Barbara’s digital brand is @wiredprworks, which also the name of her iPhone app.

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