|  Are
you looking for a conference
speaker who can educate, enlighten, and inspire
your audience to take action and make significant
improvements in their businesses and their lives?
Ron Carson and Steve
Sanduski have been speaking to and working with
financial advisors to help them cut through the clutter
and reach breakthrough success. As the co-authors of
the new book, Tested in the Trenches™, now is
the perfect time to hire Ron or Steve as your conference
speaker this year and help make it the best ever.
Call us at (800) 514-9116 to learn more about hiring
Ron or Steve as a speaker at your upcoming conference.
 |
The
Three Secrets to Million-Dollar Success
|
There
really is a secret to becoming a million-dollar
success. In fact, there are three of them,
and in this highly practical presentation,
Ron reveals the secrets that helped to make
him a multi-million dollar producer and shows
advisors how to increase their income and
enhance their quality of life.
|
Igniting
Your Burning Desire |
You can work smarter, have discipline, and be
knowledgeable, but if you don’t have
a burning desire to succeed, you’ll
never make it to million-dollar production.
Unfortunately, burning desire is not something
anybody else can give you. It comes from within and Ron Carson can help you
ignite it. The key is to find something you
get excited about, dig deep, and then make
a commitment to yourself and your family that
you will no longer settle for mediocrity.
If you do this, you’ll be one giant
step closer to million-dollar production.
|
Building
Your Practice through Love Affair Marketing
|
Think
back to a time when you experienced an extraordinary
and unexpected level of kindness and service.
This level of client service is what we call
Love Affair Marketing. Love Affair Marketing
is a way of doing things so extraordinary,
so unexpected, and so genuine, that your clients
will become your evangelists and will send
you referrals of people just like themselves.
The best way to grow your practice is through
referrals, and the best way to set the stage
for referrals is to provide an extraordinary
level of client service.
|
Professional
Persuasion – The Lost Art |
As a result of the bear market, persuading
prospects to do business with you is more
important than ever. In this practical presentation,
Ron Carson shows advisors how to effectively
utilize a multi-step meeting process, how
to professionally overcome common objections,
and how to use powerful persuasion phrases
that cut through the clutter. The end result – less stress and more sales.
|
Evolution
of the Financial Services Industry |
It’s
getting harder, not easier, to be a successful
financial advisor, and sometimes we have to
look at where we’ve come from to know
how to handle where we’re going. In this
insightful and eye-opening presentation about
the evolution of the financial services industry,
learn what’s behind us and what is on
the horizon in the advisory business. Learn
how you can structure and position your practice
with specific actions to take full advantage
of the challenges ahead.
|
The 4-Step
Investment Process |
Wealthy
people have complex needs. Is your business
structured to handle them? Learn how Ron Carson,
one of the country’s leading wealth
advisors, structures and manages portfolios,
and designs and implements wealth plans for
his wealthy clients. Follow this detailed
approach to scaling, monitoring, and delivering
consistent results to your clients throughout
their investment relationship with you.
|
Becoming
Productive and Profitable Through Systemization |
Lack
of systems and organization is consistently
one of the biggest issues facing financial
advisors. We all operate with 24 hours in
the day, yet top achievers find ways to get
more done in those 24 hours. This is because
they have systems to help them stay organized.
Learn several key strategies that will significantly
increase your office’s efficiency and
add big dollars to your bottom line. Systematize
the expected, so you can humanize the unexpected!
|
Tested
In The Trenches™ |
A
Step-by-Step Plan to Increase Your Income
and Enhance Your Quality of Life
In this highly practical presentation, Steve reveals
a specific nine-step action plan that you can implement
with confidence to take your business and your
life to a whole new dimension. Based on The Three
Secrets™, this action plan has been implemented
by a select number of high-achieving financial advisors
throughout the country. Steve makes the action plan
come alive through the Tested in the Trenches™
ideas that are practical and can be implemented
quickly with maximum impact.
|
Blueprinting™ |
Roadmap to Your Future
The foundation for million-dollar success starts with
understanding your values, knowing your purpose,
living a personal and business mission statement,
setting a compelling vision for your future, and
achieving SMAC-certified goals. Through Blueprinting™,
advisors will complete a series of exercises that
will ultimately result in each advisor having a
clear and specific plan for his/her future. With
this information in hand, advisors can confidently
articulate who they are, what they stand for, and
can properly guide clients to reaching their goals.
|
How To
Hire An A+ Staff |
A
5-Step Plan to Make Your Next Hire, Your Best
Hire
Great firms are built with great people. But too often,
advisors settle for average people and get average
results. Lacking a plan on how to hire quality people,
advisors frequently hire people through a “seat-of-the-pants”
process and get “hit-or-miss” results.
This practical presentation walks advisors through
the entire process of hiring quality staff from
determining when to hire, to interviewing questions,
to making the offer. Armed with this knowledge,
the days of “hit or miss” hiring will
be over.
|
Closing
the Knowing-Doing Gap |
Nothing
comes from information without implementation.
All advisors have a gap between what they
KNOW they should be doing to grow their businesses
and what they are actually DOING to grow their
businesses. This "gap" is often
the difference between a good business and
a great business; a good life and an extraordinary
life. In this motivational presentation, advisors
will gain specific strategies to help them take
the information they learn and actually implement
it into their practices and lives.
American Express
Assante Asset Management
CNL
Columbia Funds
Eaton Vance
Enterprise Funds
Franklin Templeton
ING
Jefferson Pilot
Metropolitan Life Insurance
Pacific Life Insurance
Scudder Investments
Van Kampen
Wells Real Estate
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