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Gary Sinderbrand  

financial advisor

For more than 24 years, Gary Sinderbrand has been a successful financial advisor with one of the industry’s largest brokerage firms He and his team currently oversee more than $350 million in assets under management and last year alone expanded their business by more than 50%. In 1980, Gary began his career as an Account Executive Trainee. For the next six years, he struggled, making almost every mistake imaginable. After rebuilding his book twice, he soon realized that it’s not what we know that allows us to be successful; rather, it’s recognizing and dealing realistically with what we don’t know that leads to an optimized outcome for our clients. Embracing this philosophy within a planning/consultative framework, Gary was able to reach his initial dream of being one of the youngest million dollar producers in the firm’s history. During a period when most books were shrinking, his was growing an average of 25% per year, in assets as well as production. It was apparent that Gary was doing something right, and he was asked to share those secrets with other advisors. Thus began the longest running FA training program his firm’s history. For 14 years Gary taught more than 12,000 financial professionals how to dramatically improve the quality and scope of their business. In 1999, He left the firm to join partners Bob Payne and Larry Biederman in forming PSB Training. Today, as a in-the-trenches producer and a teacher, Gary empowers financial advisors with skills that are transferable and highly relevant to their success. His two-hour program teaches them how to properly assess their client base in a qualitative as well as quantitative manner. The knowledge he shares allows advisors to logically stratify and segment their clients in such a way that service, retention and growth activities can be targeted to those that have the greatest need, and the greatest potential. Gary has been a featured speaker at Securities Industry Association (SIA) conferences, and has given more than 750 presentations to groups ranging from 12 to 600 attendees.

TOPICS Special Programs for Wholesalers The Lingua Franca of the High Producer Special Programs for Financial Advisors Practice Management (90 minutes) Client Service Financial Industry Trends Affiliate Marketing Motivation


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