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THE SHIFT TO A HIGH PERFORMING PRACTICE

We all entered into this world the same way. Some feel they made more of their opportunities than others. The same can be said for a financial services career. We all struggled during the early years just to survive. As we matured, we tend to either specialize with deep relationships in a specific market or create many relationships with a narrow focus. Either way, our industry can be frustrating. It's time to move your business to a High Performing Practice.

Most-Requested

MAKING RETIREMENT INCOME MORE EFFICIENT

Dramatic shifts are taking place in the retirement planning landscape. Improve your planning strategies with proven product and allocation ideas that meet best interest standards for many Americans. Mike will present studies that show how guaranteed income increases the likelihood of retirement success. He’ll also show you proper use of allocation strategies with guaranteed income to optimize your clients’ portfolios.

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Specialty Program

FREE THROWS FOR FINANCIAL PROFESSIONALS

Using pieces of his latest book, Mike shares 10 foundational lessons learned from legendary Coach Bob Knight and how he has applied them to his financial services career.

Any financial professional – wholesaler or retail advisor – can benefit from hearing the 10 principles that helped Mike lead his team to 300 percent growth in just five years.

Whether you’re looking to take your business to the next level, or simply want to survive the first five years of your financial services career, you’ll be inspired by the stories and ideas Mike brings to the stage.

Specialty Program

THE GO-GIVER MINDSET

Mike discusses the Five Laws of Stratospheric Success based on the best-selling book, “The Go-Giver.”

You’ll learn how to build value in your business with very little cost and separate yourself from the competition in a highly commoditized world of wealth management and income planning. This presentation challenges you to shift your mindset to a new way of driving your individual compensation, while remaining authentic to your true self.

By working as Go-Giver, you’ll increase the likelihood of long-term success and build trust that can’t be easily eroded by the competition.

Specialty Program

BUILDING A STORYBRAND

When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start.

Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals or empower your sales team.

How? With StoryBrand.

The StoryBrand Marketing Framework will help you understand what customers are looking for so you can tell your story in a way people listen.

What Others Are Saying

OLGA OLIVER,
OLGA OLIVER, Financial Advisor
Mike, your presentation was fantastic and extraordinary well-received by the members. As one long-time member told me as he exited the meeting, “That was the best presentation I have ever attended”, and I agree with his sentiments.
CORNELIA NUNEZ,
CORNELIA NUNEZ, Financial Advisor
Mike always presents highly useful information and strategies we can use to increase our effectiveness and practice. Thank you Mike!!
DELLA FISHER,
DELLA FISHER, BUSINESSMAN
Personally I was inspired and armed with your presentation. It will help me heaps to go to the next level. Much appreciated.
BRENT MANNING,
BRENT MANNING, Financial Advisor
I recently attended a conference with my Broker-Dealer and heard Mike present storytelling. The concept of designing a presentation around this type of format is exactly what I need.