March 2009

This month's topic...

Thriving, Not Just Surviving in Today's Volatile Market:
Marketing & Selling Strategies for the Nation's Top Producers

This month's guest speakers are...

Frank Maselli, Maribeth Kuzmeski and Jorge Villar

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Half of the Advisors in the Industry Today Will Be
Out of a Job in Two Years!

Frank Maselli
Frank is a 26-year veteran of the financial industry and one of the most dynamic trainers in the business today. He has been an advisor, a top manager and the founder of the Advisor Academy. He is also the author of two best-selling books for advisors, SEMINARS: The Emotional Dynamic and Referrals The Professional Way. He is a member of IMCA, MENSA and The National Speakers Association.

After 200 years, the old financial services industry is dead! Major firms have gone bust, thousands are being laid off... and half of the advisors in the industry today will be out of a job in two years!

That sounds like bad news, but for the top professionals in our business... it's the greatest news of all.

So what will it take to survive this massive evolutionary shift? What skills will you need to thrive in the new profession? How can you begin right now to build your business in the exciting new world that awaits you? The answers lie not in fancy financial engineering or arcane products... but in your ability to understand and take great care of clients.

This program will detail 7 specific steps to a bright new future for those of us who are ready to heed the call.

Infuse Energy and Confidence into your Practice: 5 Strategies the Most Successful Advisors are Using to Gather More Assets NOW!

Maribeth Kuzmeski
Maribeth Kuzmeski, MBA, President of the consulting firm, Red Zone Marketing, works with the nation's most successful, million dollar producers to assist them in continuing to grow and systematize their practices. She has written 4 books including the bestselling book, "85 Million Dollar Tips for Financial Advisors." Maribeth is a national keynote speaker, has spoken at the Million Dollar Round Table and has created webinars, top advisor toolkits, and other products for fund and annuity companies as well as industry organizations. Maribeth has been featured in hundreds of publications including Business Week, Entrepreneur, and many industry publications including Registered Rep and National Underwriter. Her passion is to help financial advisors use their brilliance so they can serve more of their ideal clients.

Maribeth Kuzmeski will share the strategies that the nation's most successful financial advisors are using right now to gather NEW assets in these uncertain economic times. Maribeth personally consults some of the nation's top advisors managing from $250 million to over $1 billion in client assets. She will share some of their success strategies that are easily transferrable, repeatable, and implementable by advisors at any stage of their business. Attendees to the call will leave with immediate ideas they can use to take advantage of the opportunities to earn new clients now!

This presentation is filled with specific strategies for prospecting for new business, client communication, seminar strategies, and website secrets to get the word out about your firm right away! Easy-to-implement strategies that are in practice in multi-million dollar grossing offices right now to generate new business.

During this call, you will learn how to:

• Thrive in today's volatile markets
• Bring on more new clients
• Increase referrals
• Dramatically gain in net new assets

Neighborhood Marketing Concepts... How Advisors Market Themselves into Millionaires with Proven Prospecting Programs

Jorge Villar
Founder and creator of one of the leading marketing organizations in our industry, Response Mail Express. RME houses more than 180 employees in their state-of-the-art facilities in Tampa, Florida. With more than 25 years of direct marketing experience and 136,000 consumer promotions, Jorge is known in several industries for his ability to create direct mail campaigns that garner the highest industry response rates. He is responsible for 2 of the most revolutionary "social" marketing concepts in the industry.

In 15 years, his Seminar Success and his new one-on-one Concierge Dinner Meetings with millionaires programs have accounted for:

• 12 Million prospects
• $263 Billion in premium sales
• $16 Billion in advisor commissions

Becoming a better marketer will allow you to become an exceptional producer.