Financial Product Sales
(Top 10 List)

"I am delighted that we sponsored you for those 3 conferences. In a time when our best clients are bombarded with information from all sides, you made us stand out from the crowd. A large number of producers thanked us for sponsoring you."

William Ford, National Accounts Manager
Guardian Investor Services Corp

In this high-energy, high-content presentation, Gary uses his 40 plus years as a stockbroker and registered investment advisor to help producers close more sales.

Taking a humorous look at the foibles of the retail client and the things that they say and do which cause them to lose money, Gary demonstrates proven techniques designed to show producers how to quickly and effectively answer the most common objections in a win/win manner and then to make the sale.

Gary, who has a black belt in ENTHUSIASM, then motivates them to take the actions that produce results.

Topics covered Include:

1. Advantages of professional advice
2. Ethics and attitude
3. Preparation
4. Strategies and techniques
5. Closing the sale
6. Motivating yourself to excel

This talk is directly aimed at:

• Stockbrokers
• Financial Planners & Financial Advisors
• Independent Broker Dealers
• Registered Investment Advisors
• Mutual fund and variable annuity wholesalers
• Bank Financial Service Officers

"Your message on competing for the client's business was very motivating and your 40 plus years of service in the financial industry established a connection for everyone. I received many positive comments from the brokers and wholesalers in attendance."

Thomas J. Berthel, Chief Executive Officer
Berthel Fisher & Company

Other Talks by Gary
   Sales - The M.A.G.I.C. Formula
   Financial Product Sales (Top 10 List)
   Customer Service
   Peak Performance (The M. A. G. I. C. Formula of Success)
   How To Lo$e Money in the Stock Market
   Change - Growth Without Stress