The business of financial advice has changed continually over the last 37 years. In 1983, when Mark passed his Series 7, his business card read “Stock Broker.” Then came the titles “Investment Advisor” and “Financial Planner.” Today the buzzword is “Comprehensive Wealth Manager.”

But this isn’t just a name change on a business card; it’s a fundamental change in the way we run our business and market our services. In this highly regulated business of finance, where we all provide a similar cookie-cutter service, we need to ask ourselves, “What am I doing to stand out from the crowd?”

Consider this: today, the average investor does business with six to eight different financial professionals: they have a banker, a CPA, a mortgage broker, a life insurance agent, and two, three or four different financial advisors the average high-net-worth investor is working with four different financial advisors. When they retire, they want to go from working with six to eight professionals, to one or two. The question you must ask yourself is: will I be the advisor that the money is being transferred to-or being transferred from?

Mark is going to teach you how to be the former!

In this presentation, you will learn:
How to grow your business.

• Proven techniques that will turn prospects into clients.
• What to say and how to say it.
• How to refine a plan to get your clients’ financial house in order.
• How to stand out from the crowd and become the single advisor of choice.

We live in increasingly uncertain times; rapid economic changes, global unrest, and bi-partisan bickering have all lead to an underlying sense of uncertainty. In addition to the current climate, headlines are screaming that robots and artificial intelligence are going to eliminate worker’s jobs.

What if they are all wrong? What if we are merely extrapolating the present and ignoring the possibilities of the future? History books are full of examples of previous revolutions that came and went: the industrial revolution, the railroad revolution, electrification, mass production, and now, quite possibly, the information technology revolution. In this presentation, you will discover how we are nearing the end of this revolution while another is just beginning, providing a fresh wave of prosperity.

Now is the time to ask yourself, “What Happens Next?”

In this presentation, you will learn:

• How history repeats itself will continue to do so in the future.
• How the evolution of a revolution unfolds and how it has always unfolded in the exact same manner.
• The eight steps that make up a revolution and the number of years it takes to complete the cycle.
• Why there are reasons to be optimistic about tomorrow.

While working for Sir John Templeton in the mid-1990s, he once told me that the person who says, “This time is different, when in fact it’s virtually a repeat of an earlier situation, has uttered the four most costly words in the annals of investing.” That was over 25 years ago, and even though many of Mr. Templeton’s sentiments on investing remain true today, is this one of them? In this presentation, I will discuss how we got to now and where we go from here. I will also explore the more current events that are not rooted in any historical context that might have you asking, “Is it different this time?”

In this presentation, you will learn:

• How the Federal Reserve caused The Great Depression and how they are determined not to cause another by using a multitude of “new tools.”
• How the government flooded the market with liquidity, but inflation is nowhere in sight. Where is it and is it coming back?
• How Millennials were “counted out” because of their heavy scholastic debt burden but how they have been opening online investment accounts in record numbers.
• How this watershed moment that will forever change the way we purchase goods, conduct business and educate our children.

For over six years Mark Zinder was employed as the national spokesman for one of the most respected money managers in the world, Sir John Templeton.

During this time Mark would be asked to speak on behalf of Sir John Templeton at locations around the world. Quite often, these trips were designed to reward some of the top producers in the financial industry. After his presentation, Mark would often speak individually and continue to correspond with these high-level producers. The most often discussed topic was, “Out of all the financial advisors in the United States (roughly 600,000 of them) what is it that you do that makes you one of the best?” Over the years of interacting with these advisors and evaluating what makes them successful Mark has pinpointed the common traits of the most successful advisors in the country.

In this high energy, thought provoking presentation you will hear the insightful observations from Mark, who was in the trenches and learned from the people achieving the highest levels of success.

In this presentation, you will learn:

• A sales process that works in today’s environment
• That clients want to be taught not told
• How to talk in real time
• That facts tell but stories sell