A Lifetime of Saturdays

"Your successful financial planning ruined my life! Now that I am retired, I dont know what to do with myself. I am lost and miserable."

A lifetime of Saturdays can be wonderful or depressing; a new beginning or a living death.

Financial Advisors who understand that a fulfilling retirement takes more than money can serve current clients and attract new ones by expanding client conversations to include more than money.

This program will show your advisors both the issues and the opportunity. They will go back to their practices with fresh ideas on how to serve their existing clients and a unique strategy for attracting new ones.

The Doctor of Sales

"Nothing happens until the patient swallows the pill." Doctors know they need our cooperation in caring for our physical health. That's why the best doctors follow the Rules of Selling. They do it so naturally that even they don't know they are selling, but they are. When they tell us what to do, we are highly likely to do it.

To care for their clients' financial health, advisors must do the same. Expertise isn't enough. Professionals have to sell themselves and their ideas.

In this program, Alan redefines selling in a way that turns the manipulative methods of old into a client-focused mission. Advisors leave armed with a roadmap on how to sell and serve their clients and prospects.

Questions Great Financial Advisors Ask

What's the secret sauce of great advisors?

Questions!

Great Advisors ask the right questions, listen to the answers and use their clients success as their measure of achievement.

Based on one of the 10 Must-Read Books for Advisors, this presentation reveals the questions great advisors ask to boost money under management, increase average account size and create clients for life.

Presentations Especially for Financial Advisors

Secrets of Successful Presentations

"Where did he go? The conversation over lunch was fascinating. Yet the instant he stood up to present, he turned into just another boring robot!"

Most speaker programs are designed to "raise the floor." They make unacceptable speakers acceptable. That's why so many speakers sound similar, look alike and use the same PowerPoint.

Audiences want authenticity. They want the person from lunch to present -- and do it professionally.

In this series, Alan steers clear of manufacturing speaker clones. Instead, he focuses on "removing the ceiling." That why past participants describe this program as the "gift that keeps giving."

Formats include keynote speeches, half and full day programs, individual coaching and Alan's premier offering: The Speaking Intensive.

New Face of a Leader

No one knows for certain how to lead anymore. Fast history and unrestrained communications have sapped the traditional sources of leadership authority. Today's leaders must let go of the past, re-evaluate their style, and master next generation sources of influence.

In this substantive and stimulating presentation, Alan arms leaders with the understanding needed to set a fresh and fulfilling path to the future.