On This Page:

   - Presentation Concepts

   - Most Requested Programs

   - Business Services Offered

   - Partial Client List

Presentation Concepts: 

  -  Opening / Closing Keynotes

   - Customer Relationship Development
   - Referred Lead Systems & Marketing
   - Sales Practice Management
   - Sales Branding

Most Requested Programs:

"Heroes"

A riveting presentation that can be used as a opening or closing keynote. Examines the role of heroes in our lives, and how we become heroes to others. This presentation helps people see their importance to their business, customers, family, and all people whose paths they cross. Attendees see their professional and personal roles differently, and change their behaviors and activities.

"Becoming An Advisor of Choice"

Many financial service clients have multiple service providers.  This applies to broker-dealers, insurance companies, banks and credit unions.  This presentation, suitable for regional and national sales meetings, provides strategies and tactics to grow business exponentially.  Also available as a corporate facilitation.  Consists of presentation or presentation plus workshops.

"Make It Easy For Your Customers To Promote Your Business"

Strategies, Techniques, and Processes designed to build a referral-based marketing program. Nothing should be left to chance when it comes to the experience a firm creates for its clientele. From the boardroom to the lobby, everything matters. Consists of presentation or presentation plus workshops.

"Tradition"

A keynote presentation that examines the role of tradition in enhancing organizational culture, and the development of a personal tradition that benefits the individual as well as the group.  You will see how your traditions, past, present, and future, guide your organization's development, and help set the standards of excellence that will set you course for the future.

Business Services Offered:

- Sales & Marketing Plan Development

- Sales Coaching

- Sales Practice Management Consulting

- Branding & Key Message Development

Partial Client & Audience List:

Allianz Life

Ameriprise

Anchor Wealth Management / Anchor Bank (MN)

Association of Independent Information Professionals

Bank of America

Baune Dosen LLC
Bremer Bank
Carey, Thomas, Hoover, & Breault

Citibank
General Mills
Investment Centers of America
INVEST Financial Corporation

John Hancock Financial Services

Key Bank
Markle Financial Group

Mass Mutual
Merrill Lynch

Money Concepts

Morgan Stanley
National Association of Variable Annuities
North Dakota Student Leadership Foundation

Northwestern Minnesota Manufacturers Association
Piper Jaffray
Smith Barney

Stifel Nicolaus

Tax Sheltered Compensation

Thrivent Financial for Lutherans

Union Bank of California
United States Naval Air Reserve

Upper Midwest Automated Clearing House Association
Uptown Association
Wall Street Financial Group
Wells Fargo
Woodbury Financial Services, Inc.
WSB & Associates