"How long have you been training Financial Advisors?"

I hired, trained and developed Financial Advisors for Merrill Lynch for over 20 years. I had responsibility for six different complexes that included 20 different branches. In that capacity I worked directly with and trained more than 500 Financial Advisors. I have written two books, The Million Dollar Financial Services Practice and The Million Dollar Financial Advisor, about the training I have provided to these Merrill Lynch Advisors. I retired from Merrill Lynch in April 2007 and started LearnTactix, a training company specializing in training Financial Advisors. The training is based upon my observations and experiences as a Financial Advisor and as a Manager of many million-dollar-plus Advisors during my career.

Since starting my training company I have spoken to thousands of Financial Advisors and Managers about how to elevate their productivity and business practices to a new and higher level. My objective is for LearnTactix training to be a career-changing experience for participating Advisors and Managers.

"What is your track record of success?"

The offices I managed consistently ranked among Merrill Lynch's highest success rate of new Advisors. The offices I was responsible for had one of the highest cumulative success rates of new Advisors at Merrill Lynch. On different occasions, I was asked to provide training at the national level to Merrill Lynch Managers where I presented my training methods for Advisors. I was asked to help train Advisors at the regional level in every Manager assignment I ever had.

In the offices for which I was responsible, I worked directly with more than 100 Advisors that produced over $1 million each, including five of Merrill's top 30 Advisors (including Merrill's number one Advisor). Many of those 100 Advisors were individuals that I helped train and develop to reach the million and multi-million levels for the very first time.

“How do you deliver your training?”

The training is recommended to be provided in two half-day sessions for Financial Advisors. Typically the “Next Level” or “Foundation” training is done in three-and-a-half hours and the Top Advisor training in two-and-a-half hours. One of the unique features of my training is that a combination of two of these sessions can be done for the cost of one training day.

Manager training can be done in either in a half-day or full-day session depending on the needs of the group. The cost is the same, which is my daily rate.

Keynotes can be customized as needed for time and content.

"Why should I choose your training over a competitor's?"

After hiring, training, and developing hundreds of Financial Advisors over a 20-year career, I understand what it takes, at all phases of an Advisor's career, to build a million and a multi-million dollar practice. This perspective can only come from the years of experience I have due to leading and coaching Advisors for extended periods of time.

This training is based on tactical and proven training methods unique in the financial services industry. The best training is provided by an industry insider as opposed to an outsider that has never produced or directly managed Advisors.

"What makes you unique?"

When I retired from Merrill Lynch, I was one of their most experienced managers. My 20-year tenure as a senior complex and branch Manager uniquely qualifies me to provide training that will increase the success rate of new Advisors and significantly increase the productivity of all motivated Financial Advisors at every level. Having hired, developed and trained hundreds of Advisors and over 100 Advisors at the million and multi-million dollar levels, I have observed and documented what really works.

Through my books, The Million Dollar Financial Services Practice and The Million Dollar Financial Advisor, I have tied together the proven practice management processes, psychology and marketing ideas that will make a positive difference for Advisors at all levels of their careers. For many Advisors, the training I give will lead them to develop their own million and multi-million dollar practices. Because of my experience and the number of successful Advisors that I have worked with, I provide a "real world" and "one of a kind" perspective in helping Advisors to develop a "million-dollar and beyond" practice. I consider myself among the most experienced and qualified guides that an Advisor could have for reaching new heights in their careers.

Additionally, because of my experience as a branch Manager, I can help Managers be effective coaches and equip them to help their Advisors long after the training sessions are completed.