Workshops & Presentations

Interactive delivery and memory-enhancing handouts challenge audiences to think and discover - in very practical terms - how to make their performance better starting right now.

Excitement to try different marketing techniques raises audience motivation. We work on resolving the audience's issues, so the learning experience is more real. That's what great coaching is all about.

Brands Are Beacons
Brands aren't just badges anymore
"What's in a name?" no longer is the question.
What is your brand? Answer this question well
and you will create the marketing edge you need to compete.

Branding can simplify how you project to affluent prospects and and other professional advisors. You have a brand (like it or not) and an image that hurts or helps. Learn how nurturing a brand satisfies upscale buyers and attracts new clientele.
ALL NEW! [Workshop or speech, 60, 90 or 120 minutes]

Winning the Marketing War
A dozen marketing techniques that will change
what you learned about selling once and for all!

To be different in an appealing way requires more than just being different. Much more. 12 old selling techniques which no longer work well in today's evolved markets - changed forever and enhanced with a marketing perspective - will give you the winning edge. Very fast paced.

Before & After

For those brave enough to embrace reality
and adopt contemporary marketing

Two important techniques.

Many cling to old selling techniques like asking for referrals and find their work increasingly difficult, while others who embrace contemporary marketing discover greater ease in their profession and enjoyment in their lives. Begin your transition from selling to marketing with these two critical techniques. My 1996 MDRT presentation

[Presentation: 90 mins.]

Looking for a dynamic, highly interactive speaker to stimulate your audience? Want refreshing views and innovative techniques on marketing a private practice in today's financial maelstrom? From an authority who teaches only what he's proven in practice? Highlight and click to submit your email request and we will start the conversation. For a list of organizations for which I've done major presentations and conducted workshops, click here.

Note: I donate 6 free days annually to not-for-profit organizations on a first come, first served basis.

Testimonial