Tom Gau and Ken Unger, Million Dollar Producer's principles, are both available to present any of the following presentations, or a customized presentation for you and your audience. Below is a list of some of the topics that they have presented recently. Tom and Ken will customize each presentation to include your message in a very powerful way. Our goal is to help you accomplish your mission and provide your audience with a meaningful presentation.
How to Double Your Production While Working Less
This presentation covers the actual steps Advisors can use to build a highly efficient multi-million dollar practice while working less than 3 weeks a month. During this presentation we share with representatives more than 50 proven ideas and strategies that can make them highly effective and extremely productive. This presentation given by either Tom or Ken is one that Financial Advisors continuously rate as the best presentation of any meeting they attend.
The Keys to High Level Production
This presentation shares with Advisors the Keys that Million Dollar Producers need to maximize their success. It contains clear and concise relevant business strategies and information that high level producers need to operate an efficient multi-million dollar practice. During this presentation we not only uncover the keys to high level production, but we also take the audience through a step-by-step method that if followed will result in high level production. It also includes an Action Plan that helps Advisors take their practice to a higher level. This presentation is always rated as a "5 Star" performance by all attendees.
Closing Prospects Without Pressure
Would you like to learn how to transition prospects to clients in an efficient and effective manner without ever applying pressure? The key to success is in establishing your credibility, building trust and being able to deliver a can't miss package of solutions. This presentation will share with you the proven techniques that S.A.V.Y.™ Financial Advisors use to insure maximum success. This session is one that Advisors have rated as the BEST SESSION at every meeting we have presented it at.
How to Capture all of Your Client's Assets Through a "Financial Check-Up"
The best way to generate a steady flow of new business is to offer clients and prospects a complete "Financial Check-Up". This presentation explains the details of how to conduct a Financial Check-Up and making sure that you are the Advisor a client wants to do business with. Representatives will learn proven methods for getting all of the information about their clients, including their tax return, estate plan, and copies of all of their financial statements! This highly rated session has created immediate opportunities and results for Advisors.
How to Justify Your Fees and Retain Your Clients in a Flat or Declining Market
This seminar specifically addresses the issue of retaining clients when the market is either going sideways or down (as we have experienced over the last 18 months). Filled with powerful and productive ideas, it also addresses the various ways to add value not only to retain existing clients, but also to attract new clients and get more assets under management. This session includes the ten proven ways that Financial Advisors can help retain clients in this current market environment. After this presentation, representatives will be able to fully evaluate the services they provide for clients and upgrade their list so they will always be the Financial Advisor of choice for clients and prospects in any given geographic area.
The Nine Golden Rules of Marketing
This presentation covers the 9 golden rules that representatives should use to successfully market their practice. Marketing is the art of generating client flow. During this powerful presentation representatives are shown the 9 golden rules that help establish that client flow on a regular basis. In addition to the valuable marketing advice provided, we review 15 low cost ways that representatives can successfully use immediately to expand their practice in their marketplace.
Developing an Effective Business Plan that Guarantees Your Success
This presentation covers the specific strategies that representatives can use to develop their own functional business plan. It is the result of industry research, which helped us determine the eight essential ingredients that Financial Advisors must have in order to provide an effective and functional business plan. This presentation reviews the general rules for developing a winning business plan, provides Financial Advisors with the things to avoid, as well as the things to include. During the presentation, Financial Advisors will receive examples of not just what is necessary to develop their functional business plan, but examples of how to actually develop their plan. After this presentation, financial representatives will be able to fully develop their written business and marketing plans and dramatically increase their abilities to succeed.
How to Convert Your Practice from Commission-Based to Fee-Based
This presentation reviews why a rep would want to convert to a fee-based practice, and then shows proven and specific steps on how to accomplish this task. During this presentation we review the actual steps that Tom Gau's firm used to convert over $500 million dollars of assets from commission-based over to fee-based in only a few months! We also include the specific script that was used and the materials that were necessary in order to implement this change.
How to Increase Your Production Through Understanding the New Tax Laws
Many advisors are confused and often intimidated by the tax laws and therefore, do not realize that they do not have memorize all of the new tax laws in order to help their clients. Instead, they need to identify which are the most important tax laws that will help their clients. This content-packed presentation reviews and explains the six most important new tax laws that will help their reps increase their production and assist their clients with reducing their income taxes. It will provide your Advisors with information their competition does not know or share with clients and prospects.
Utilizing a Junior Representative to Increase Your Production
This presentation covers how a branch can create a stronger environment. It reviews the actual steps and plan necessary to maximize the production and efficiency of the branch, while providing the specific steps and techniques necessary to determine what business is appropriate to transfer to a Junior Representative. It also gives details on how to delegate more responsibilities to your staff. During this presentation, representatives will get the information necessary to determine if they should have a Junior Representative, as well as a full business plan on how to utilize a Junior Representative. Also discussed are the important terms necessary for a proper work contract between you and this Junior Representative, as well as the strategies that we have used to transfer hundreds of accounts over to Junior Representatives.
How to Increase Your Production Through Use of the Stretch IRA
This presentation first covers the specific steps and the technical tax laws necessary to establish an Inherited IRA properly. It then trains representatives on how we utilize this subject as a marketing tool in order to get in front of highly qualified prospects. After this presentation, representatives will understand the steps necessary in order to retain the client's assets for 50 years or longer!
How to Increase Your Production Through the use of Advanced Retirement Strategies
This presentation will cover the new tax laws that were finalized in 2002. It will show Financial Advisors how they can use knowledge of these new tax laws to attract as well as keep "A" clients in today's environment. Most of these strategies are those that are aimed at high-level and high net-worth clients. By reviewing these strategies with both existing clients and prospects, Financial Advisors can separate and differentiate their practices from other advisors in the area. These are strategies that most Financial Advisors do not understand, and therefore, are not currently using with their clients. They will allow financial representatives to obtain and attract wealthy clients.
We can and will also customize a presentation for your group or meeting.
Topics covered can include:
- Goal setting
- Establishing a business plan
- Defining your niche
- Closing prospects without pressure
- Motivation
- Converting your practice to fees
- Prospecting
- Expanding your fee business
- Delegation
- Increasing your production significantly
- Generating referrals
- How to meet with qualified prospects
- Conducting the interview
- Adding value to the client relationship
- Time management
- Working with compliance
- Ways to jump-start your business
- Establishing Gold Medal service
- Retirement planning using Stretch IRA's
Formats include:
| Keynote, General Sessions, Breakout Sessions |
1 - 2 hours |
| Half-Day Training |
3 - 4 hours |
| Full-Day Training |
6 - 7 hours |
| 2-Day Boot Camp Training |
2 days |
For more information, or to book Tom Gau or Ken Unger for your next meeting, please call toll free (866) 866-0472.
