Speaking Topics--Larry Klein,
Financial Speaker
All topics
below are designed for these professions:
- Stockbrokers
- Life Insurance Agents
- Financial Planners
- Investment Advisors
- CPAs
- Any professional marketing or selling a financial product or
service
Topics:
- Six Tactics of Million Dollar Producers
- How to Become an Order Taker by Having Prospects Call You
- Marketing Financial Services to Seniors
- The Science of Winning Seminars
- Direct Marketing That Works
- How to Create High Trust Before You Ever Meet the Prospect
- Turn Your Business Around in a Bear Market
- Marketing Financial Services to Seniors
- How to Make Seminar Appointments Stick
- Close 95% OF Prospects on the Second Call
- How to Make an Annuity Sale to Every LTC Client and Vice Versa
- How to Turn 100 Clients into 200
- How to Make Direct Mail Work
- How to Write Ads That Make $100K in Commission
- Four Ways to Eliminate Capital Gains Tax
- How to Attract & Profit from Prospects Who Own Real Estate
- The Science of Winning Seminars
- How to be the Dominant Senior Advisor in Your Town
- How to Attract & Capture Large IRA & Retirement Accounts
- How to Determine the Best Way to Market for You
- How to Break the Back On Prospect Procrastination
- Use Software and the Internet to Double Your Productivity
- Six Ways to Double Seminar Attendance Without a Meal
- How to Manage Client Portfolios in 30 Minutes a Year --Mechanical Money Management
- How to Gain Prospects Immediate Trust
- How to Make More Money with Fewer Clients
- The Winning Formula For CPA & Professional Referrals
- Fill Your Calendar With Referrals from Other Businesses
- Be an Overnight Author -- Gain Unparalleled Credibility With Your Book
- Get Thousands of Dollars of FREE Publicity
- How Even a CPA Learned to Sell Like a Master --Advanced Sales Skills for Advisors
- Questions that Other Annuity Sellers Cannot Answer—Gain an Edge with Superior Knowledge
Most
Popular Talks
The Science
of Winning Seminars
Most financial producers fail at seminars because they make multiple
errors, starting with not targeting the audience or not understanding
their target audience. The errors continue in composing non-compelling
invitations and then selecting inappropriate locations, seminar
times and dates. The result is inadequate attendance. Last, many
producers follow up after the seminar by "begging" for
appointments the next day.
We have developed a simple seminar methodology
that makes it affordable for a producer to obtain 30-60 qualified
attendees at a seminar and schedule appointments with 65% of the
attendees right at the seminar. Mr. Klein has been interviewed in
the CNA Agent Magazine, Advisor Today, and by Research Magazine
for his seminar methodology. To help presenters entertain, he has
written a book, 400 Greatest Jokes for Financial Professionals.
Marketing
Financial Services to Seniors
Larry Klein teaches professionals in direct financial
sales (stockbrokers, financial planners, insurance agents and investment
advisors) to increase their prospecting and closing success with
the senior market. This group has different buying habits and psychology
that, when understood, will allow the professional to penetrate
this most lucrative market which holds 70% of America's wealth.
This topic is very valuable to organizations offering estate planning,
long-term care, annuities or any senior product or service.
Marketing Financial Services
Many producers and firms waste money on direct mail, cold calling,
seminars and other ineffectively organized attempts to attract clients.
They ignore even the simplest psychology of their prospects. For
example, when a recipient receives an envelope with a return address
of "ABC Securities," there's a 40% probability this will
be thrown out, unopened. Why not use a plain envelope instead? When
Mrs. Jones gets cold-called about long-term care, why is she so
cold? Because seniors are least likely to move forward to a phone
solicitation. When the stockbroker holds his seminar aimed at baby-boomers
accumulating money for retirement, why does he only get 8 people
to attend? Because seminars are the worst prospecting method to
attract people in their 40s and 50s. These common and costly mistakes
can be eliminated once basic concepts are understood about marketing
financial services.
Larry Klein, CPA (Inactive),
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. Also in demand are the concepts
he covers in his book How to be a Million Dollar Producer.
Have one of the nation's leading authorities on marketing financial
services as your next conference speaker--at an annual meeting
or association event.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 public
speaker! When he speaks, the audience is not only entertained
and energized, they walk away with tactical items 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 conference
keynote speaker.
Topics |
Client List |
Fees |
Testimonials |
About Us |
Contact Us |
Site Map |
Home
© 2008 Financial keynote
speaker—Larry Klein
larryklein2014(at)gmail.com
|