This program is a high-content and inspirational program that identifies the traits, characteristics, attributes, and skills of the most effective financial advisors.  The content of this presentation is based on 18 years of research into the best practices of the most successful professionals and financial advisors.

“Double Your Income This Year” will provide financial advisors strategies and techniques they need to create and achieve their personal and professional goals.    This program is based upon Paul Karasik’s best-selling Bloomberg Press book, 22 Keys to Sales Success:  How to Make It Big in Financial Services and How to Market to High-Net-Worth Households.

Find out why the top producing financial advisors give standing ovations and asked for repeat performances of this energizing, educational and powerful program.

This program will enable you to:

  • Double your Income while working half as much
  • Create a compelling vision for your future success
  • Motivate yourself, your clients and your team to take action
  • Attract more ideal clients
  • Establish the perfect advisory business
  • Enlist support for your ideas, initiatives and projects
  • Take control of your time and have more fun
  • Gain more professional recognition