If you're struggling to navigate the changing landscape and make money with a shrinking customer base, then this course is for you. Do you need to:
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 or three financial advisors. In fact, the average high-net-worth investor is working with four different financial advisors.
When they retire, these people 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?
This comprehensive coaching program will guide you through the steps to help you become the advisor of choice.
Mark Zinder has been speaking professionally since 1995, when he was selected to be National Spokesman for Sir John Templeton. He has more than 30 years of experience in the financial services industry as a financial advisor, wholesaler, consultant, coach, and keynote speaker.
Having access to the top financial advisors across the country, Mark has identified common traits and key strategies these top performances share. He's compiled these strategies into the "Financial Advisor's Coaching Course."
Mark specializes in telling stories and using humor to keep audiences engaged, highlighting the exact steps financial advisors need to follow to speak to modern consumers and sell in today's complex landscape.