Klein as Financial Speaker for your next financial
services conference for: Registered Reps, Insurance Agents, Investment
Advisors, Financial Planners, Money Managers.
Larry Klein has assisted 30,000 financial
professionals to rapidly increase their clients and income.
He is the foremost national authority on
marketing financial services to America's wealthiest nicheseniors.
Mr. Klein is a CPA (retired) and was one of only 3300 CPAs
in the US to hold the Personal Financial Specialist (PFS) designation.
He holds an MBA from Harvard Business School. He was a million
dollar producer at a major securities firm and he achieved a
million-dollar net worth after just 9 years in the business.
He can inspire your people to do the same!
As a financial speaker and educator committed
to raising the technical and businesses competency of financial
advisors, he has co-created the Advanced
IRA Rollover and Distribution Training (with Ed Slott) and
Retirement Financial Advisor Training.
Larry has been an invited keynote financial speaker for leading
organizations such as Wells Fargo, John Hancock, Charles Schwab, the NAIFA Annual Conference, the Million Dollar
Round Table, State Farm Insurance, American Express, Bisys, Investors
Capital and many more. He has been interviewed on CNNfn and in industry
publications including On Wall Street, Registered Representative,
The Agents Sales Journal, CPA Wealth Provider, Advisor
Today, Research magazine, and National Underwriter,
and writes columns for Horsesmouth (www.horsesmouth.com) and
On Wall Street Online.
His articles have appeared in National Underwriter, Advisor Today,
Research Magazine, NAILBA magazine, On
Wall Street and others. In these industry publications, he
counsels financial services professionals how to use smart and
efficient seminars, direct mail, direct response and advanced marketing
to obtain substantial increases in their income. He teaches the
psychology of why people buy and how they develop trust so that
advisors quickly learn to attract more and better clients.
Larrys distinguishing mark as your
keynote financial speaker is that while he is entertaining, he provides
your audience with tactical tools that make a difference on Monday
morning. While most speakers talk about "what to do",
Larry tells your advisors "how to do it." Your producers
won't just be talking about Larry's presentation for a week after
his talkthey'll be implementing his distinctions for years
in their business. He's a financial speaker that opens up new opportunities
for action. He is author of Retirement Investing, Asset
Protection and Wealth Preservation, 400 Greatest Financial
Jokes, Marketing Financial Services to Seniors, How
To Be a Million Dollar Producer, and What They Don't Tell You About Handling Your IRA and a number of other publications
on financial topics.
Have one of the nation's
leading authorities on marketing financial services speak at
your next financial conference, annual meeting or association
event. Larry Klein, CPA (retired) Harvard MBA has spoken at
dozens of financial conferences on his book, Marketing Financial
Services to Seniors, on marketing financial products and
services, using direct mail and advertising and how any financial
advisor can be a marketing machine and never lack clients. The
impact to your organization is substantial when each individual
begins to use Klein's methods to increase their revenue. Do you
want just a motivational speaker who will make a great impression,
speak in generalities and have people feel good for 30 minutes?
Then don't hire Klein as your financial speaker! When he speaks,
the audience is not only entertained and energized, they walk
away with tactics to implement on Monday morning for an immediate
increase in results. He gets barraged with questions, as the
audience wants more even when his time is up. He's a professional
speaker with only one goal—to get results for the audience.
As a result, he is listed and retained by several speaker bureaus.
Over 20,000 financial professionals use his marketing systems
and there's a reason—he's a topnotch marketer with an uncommon
message that makes the difference. At your next financial services
conference, don't settle for just an entertainerget mileage
and profit for your producers by selecting Larry Klein as your
next financial keynote speaker.
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