UPCOMING FINANCIAL ADVISOR TRAINING EVENTS
10.23.2011 | IRA College
Michael Reese
IRA Expert, Million Dollar Producer
Michael Reese, CFP®, CLU, ChFC, is one of the most highly-recognized and sought after advisors in the IRA field, generating well over $1 million in commissions and fees annually while only working two days a week in a town with fewer than 50,000 people. He’s the author of The Big Retirement Lie, he’s been a featured speaker at Senior Market Advisor Expo and he has helped turn hundreds of average producers into millionaires with his time-tested IRA training and techniques.
At the IRA College, you will learn Mike’s targeted approach for attracting highly qualified seminar attendees (participants at Mike’s seminars have no less than $250,000 in their IRAs), piquing their interest with unique IRA strategies that could save them hundreds of thousands in taxes and, most importantly, converting them into lifelong clients.
- How to easily attract prospects with $250,000+ portfolios to seminars without serving a meal!
- How to gain rock solid commitment from your prospects before you ever present recommendations – no more prospects taking your solutions back to their current advisor!
- “15 Minutes of Magic” – learn how to effortlessly overcome the conservation efforts of clients’ incumbent advisor!
- Why industry training is 100% backwards when it comes to converting prospects to clients! Just imagine how much more money you will make when Mike teaches you how to make sure the big ones don’t get away!
- Simple planning strategies that provide INCREDIBLE value for your clients and put HUGE dollars in your pocket! (Mike averages over $70,000 per new client using these strategies!)
- How to duplicate Mike’s SIX FIGURE client event system and turn your existing clients into your most profitable prospecting machine!
9.18.2011 | The Complete Advisor Boot Camp
This is your opportunity to spend two days with Chad Slagle and Bill Smith – active producers both earning well over a $1 million per year in fees and commissions – as they hand you strategies that will significantly increase the value of your business and improve the financial future of your clients.
In addition to doubling their overall annuity production repeatedly over the last 3 years, Bill and Chad have added a significant revenue stream to their practice by offering managed money solutions for their clients. At The Complete Advisor® Boot Camp, you will learn the secrets of their practices including:
- How to use authority – not reciprocity – to attract wealthier client and close larger deals!
- How to effectively transition your business to an RIA model and position yourself as the “Trusted Advisor” clients in your market seek!
- How to gain rock-solid commitment from prospects before you ever make a recommendation!
- How to strategically position yourself as a “celebrity figure” in the community by leveraging public relations, local and national media, branding and radio!
- Why offering managed money solutions will help you double your annuity production in the next 12 months…GUARANTEED!
- The 7 steps to closing sales quicker, easier, and without resistance!
- How to properly position a fee for your services and why not charging for your expertise could very well be costing you business!
- How to run a more efficient office and ultimately see more clients by delegating and implementing simple strategies with your staff!
- 11 “Top Secret” activities ALWAYS used by the nation’s most successful advisors!
www.theCompleteAdvisorBootcamp.com
8.1.2012 | 7 Mile Beach, Grand Cayman, Cayman Islands
Advisors Excel Incentive Trip
Trip Dates:
August 1 – 6, 2012
Qualification Period:
April 1, 2011 – March 31, 2012
$3,000,000 in annuity premium*
$300,000 in target life premium*
Location:
The Ritz-Carlton, 7 Mile Beach, Grand Cayman, Cayman Islands
Discover The Ritz-Carlton, Grand Cayman, and experience a place where sparkling blue waters blend seamlessly with the sand and sky. Located on an archipelago of three picturesque islands, The Ritz-Carlton, Grand Cayman hotel offers a breathtaking location unlike anywhere else on earth. From the white sands of Seven Mile Beach to world-renowned restaurants, The Ritz-Carlton, Grand Cayman offers guests an unforgettable and luxurious escape.