Topics: Keynote Speaker, Financial Advisors
Keynotes for Financial Advisor Audiences
Bob is a 20 + year financial services industry veteran who knows how to deliver timely, insightful, entertaining
and energizing presentations to your advisor audience. As a record setting advisor, branch manager, home office
executive, trainer and coach, he understands what advisors need to do starting right now to show their true
value to clients. A "Master Story Teller" , Bob will inspire your advisors to take immediate action after your
event. He can also be a resource in your planning efforts given his rare staging instincts and live event
experience . Having a well earned reputation for going the extra mile and meticulous attention to detail,
Bob will work with you to customize his message to maximize impact based on your specific audience, goals
and overall agenda. His genuine passion and compelling style are sure to leave your demanding audience cheering
and saying "wow" as they enthusiastically fill out the evaluation forms and you bask in the afterglow.
Sample Topics
- How Top Advisors Become Golden In Tough Times
- Referral Rich: Never, ever cold call again
- Work Smarter, Live Better (*copyright pending): How to Optimize Your Practice and Your Life"
Workshops
Any of the above topics can be delivered as a 1/4 day or 1/2 day workshop for your team. If you have a target group with a specific need, Bob can help drive real change and results. The content can be tailored to meet your objectives and formatted to meet your agenda time frame.
Workshops for Firm Leaders and Mutual Fund Wholesalers also available upon request.
