Watch a highlight preview before booking this best-seller.
Discover what previous audiences and attendees feel about Anthony’s work
Drop in on a powerful coaching module
Explore more about our coaching offering

Conference Topics and Outlines

Are You Selling Funds & Policies or Building A Business?
(Alternative title: Does Your Present have A Future?)

ANTHONY’S HEADLINER AND MOST-BOOKED KEYNOTE


Click hear to view the outline.

The Millionaire Prospecting System

  • The Cold Canvassing Success System - how to turn strangers into clients. Includes checklists, scripts (what to say) and sales tools

  • Becoming different to your competitors - boost your sales by being remembered and spoken about

  • What to say to clients to get them to agree to see you - the first 30 seconds that leads to a lifetime of income.

  • Sales Ideas that bring in the prospects every time you use them

  • 3 Hot Technology Tips - deliver high-touch communication that gets your clients talking about you to their friends

  • Brilliant prospecting techniques to start a "river of referrals" and pack your diary with quality appointments every day

  • Client knowledge, community involvement & personal promotion - taking your prospecting to a new level

  • Managing your presentation skills - image, professionalism and persuasion skills - practical tips to win more prospects minds across the table.

  • Getting clients to prospect for you - how to get professionally introduced to their circle of influence.

Building, sustaining & maintaining a high performance sales culture (for management)

  • How to thrive in an environment of hyper-competition in agency-building - installing a system that makes you "Company of First Choice" for new recruits wanting to join the industry

  • Global shockwaves in financial services & how they affect you at a local level - how to cash in on changing employment trends and become the "opportunity broker" in the job market in your country.

  • Agency Recruitment Campaigns - bring in new recruits every month when you use them - getting quality people into your team

  • The Manager's Toolkit - a complete system for performance managing your team. Includes checklists, tracking methods, meeting plans and leadership techniques to get the most out of your people.

  • Cutting-edge recruiting techniques to teach your agency management to start a "river of recruits" and pack their diary with quality candidates every week

  • The Power Production Formula - a step-by-step system to uncover & dismantle your biggest hurdle to more productive performance in your team

  • The 90 Day Starter Program - how to get new agents productive from day 1 and get struggling agents back on track.

  • Agent coaching, counselling and motivating - keys to success in 21st century agency- building. Practical tips in re-habilitating non-performers who are poisoning your recruitment integrity.

.

Brains & Bytes - Breakthrough Results With No Effort

Never in history have so few advisors had the opportunity to counsel so many confused clients and get referred into their key relationships to continue the process in perpetuity. Any advisor not enjoying explosive growth in both client-building and revenues has themselves to blame. By marrying unique uses of technology with niche marketing approaches and high-touch personal contact, today’s financial coach can truly break through to being tomorrow’s wealthy money manager.

In this humorous, practical and jam-packed session, attendees will accompany Anthony on a roller-coaster ride of the exact “how to’s” of 21st century client-building and differentiation. Arrive equipped with a mind open to fresh thinking and you will leave armed with the weaponry to win today’s business-building battle – being fought in a crowded marketplace at lightning-fast speed. Not one for light-hearted puffery or empty inspiration, Anthony invites you to confront the tomorrow’s challenge with the tools that already exist in your office and on your desk.

Using several of the exact approaches on offer in this session, thousands of Anthony’s coaching clients across the globe have achieved spectacular increases in revenue and sustained practice-building.

  • How to thrive in an environment of hyper-competition in financial planning by marrying technology with high-touch personalised contact

  • Global shockwaves in financial services & how they will affect you at a local level - how to benefit quickly from the pending fallout of your closest competitors

  • Sizzling Marketing/Sales Ideas that bring in the clients every time you use them - using voicemail, e-mail and SMS to ease the door open instead of breaking it down

  • Technology Tips - deliver brilliant service that turns clients into raving fans and leads to profits you never dreamed of before

  • Crafting the professional introduction conversation - key to practice-building momentum & unlimited cash flow - using technology to double your referral rate

  • A step-by-step strategy to uncover the biggest hurdle holding your office back from more productive performance - how to confront & erase it

  • Client intimacy, involvement & visibility - key to success in 21st century financial planning. The Keep-In-Touch system that returns clients to the advice table at every wealth & risk event.

  • Cellular Opportunity - why now is the best time in history to be in the advice business. Upcoming technology breakthroughs that will treble your revenues.

Leader's Feedback


"Anthony Morris brings a significant level of creativity to the marketplace in terms of sales concepts, ideas, communication, and effectiveness. If you are looking for an individual to stimulate your sales team with not only visionary but practical day-to-day ideas that can be infused and implemented immediately in the sales strategies of your associates, then Anthony Morris is your speaker.”

Bruce W Etherington BA,CLU,CFP,CHFC Veteran of 16 MDRT Annual Meeting Platforms


“Anthony Morris is not only entertaining, his message is crucial for our industry! We must embrace innovative and unique strategies to grow our business in these turbulent times. Anthony has developed and packaged them all – into a step-by-step, plug-and-play SYSTEM. Every NAIFA state organization and local chapter should have him speak, giving our members (especially new members) the opportunity to engage in a transferrable system that will increase their chances of success within hours of listening to his powerful message. Industry managers, Morris is the mentor you have been searching for! I suggest you get him on your team.”

Scott Weinstein, LUTCF, FSS
President NAIFA DuPage


"As President of NAIFA Louisiana and a 17 year New York Life agent, I have been privileged to hear many incredible speakers. However none have done as much for me as the time spent with Anthony in Jan 2012 at our annual sales caravan. Anthony will take you on a spectacular journey through unique marketing, prospecting and client-building ideas - delivered with brilliant humour and punching impact. His passion is infectious and I cannot imagine an agent, manager or financial advisor who wouldn't be deeply moved into higher action by their attendance at his session. The ideas are so revolutionary and simple that everyone can learn something that they can implement immediately and have a measureable result."

Daryl Elis
President, NAIFA Louisiana
New York Life Agent


"Anthony Morris simply blew our Sales Caravan audience away with the sheer volume of clever, practical prospecting concepts. This speaker delivers maximum value in his high-energy style. I felt like I had been sitting on the runway behind a jet that was taking off, shooting out one outstanding idea after another during our 2 hour session. Book him today for your next event without delay and buckle up for a spectacular system of strategies to boost your income to the next level. It was easy to convert these ideas to real dollars for me and my clients."

Robert J. Bohne
New York Life, Chairmans Council Agent
Chairman of the 2012 NAIFA Louisiana Sales Caravan


"In my 15 years planning meetings for NAIFA Louisiana, this is one of the BEST speakers that we ever brought to Louisiana. His presentation is amazing - very dynamic, informative, educational and funny. Perfect for any speaker selection committee. And when we had him speak, we got the BEST ratings ever. And that, I believe, speaks for itself."

Shannon Kuetemeyer Robertson, CAE, M.S.,
Executive Director
NAIFA Louisiana


"I wanted to let you know that you absolutely crushed it at the New Orleans Sales Caravan. I have had a tremendous amount of very positive and enthusiastic feedback from my team - I don't think I've seen a group leave a Sales Caravan as energized as they were last week."

Jason King, LUTCF
Agency Sales Director
MetLife

Metairie, LA


“Anthony’s message and delivery is hot property in these tough times. Agents and advisors need real TOOLS to boost their income and client-building. Strap yourself in for a brilliantly-timed, idea-a-minute program - delivered with maximum passion and punching impact. His global speaking and coaching experience bring crucial perspective to every audience as our industry re-defines itself”

Tom Hegna
International Keynote Speaker


“If you want a powerful speaker who will pour some “rocket-fuel” into your practice, put him on your program. His creative marketing ideas and ability to deliver sets him apart. Advisors need the HOW behind client-building, not just the WHAT. They want to move past inspiration to application. Anthony’s step-by-step process and tools are among the best you will find anywhere. Book him today!”

Guy Baker
2010 MDRT President


“I have shared the platform with Anthony Morris numerous times over the past 10 years. Every time I come away with a page of fresh, unique concepts to help my business. His passion and practical ideas know no bounds. Audiences have always been WOWED by his high-energy, humorous style and plug-and-play strategies in the areas of prospecting and client-building. Book him today for a show-stopping experience - your audience will be delighted you did.”

Phil Harriman
2006 MDRT President


“I toured Australia with Anthony on an MDRT road show. I was astounded at the sheer volume of top-shelf, immediately-transferable sales and prospecting ideas he was able to pack into his high-energy session. He made the MDRT brand proud and I would recommend him without hesitation to any event planner looking to lift their audience to their feet and have them rushing out the door to use what he teaches. Powerful stuff!"

Brian Ashe
2000 MDRT President


“…knows the business inside out. If you put his advice into practice you will improve your productivity & your profit.”

Tony Gordon
2001 MDRT President


“..an excellent communicator. Really “gets” the industry - the ideas are both creative and practical...allowing advisors to readily incorporate them into their business.”

Jim Rogers
2008 MDRT President


"Anthony Morris brings a significant level of creativity to the marketplace in terms of sales concepts, ideas, communication, and effectiveness. If you are looking for an individual to stimulate your sales team with not only visionary but practical day-to-day ideas that can be infused and implemented immediately in the sales strategies of your associates, then Anthony Morris is your speaker.”

Bruce W Etherington BA,CLU,CFP,CHFC Veteran of 16 MDRT Annual Meeting Platforms