DURATION: 60-90 MINUTES
This provocative session will jar your delegates thinking by challenging their work ethic & commitment to practice-building in this time of enormous opportunity.
Attendees are taken on a roller-coaster ride of the very best practical opportunities that exist inside their current client base, on their desktop computer and in their daily lives. Never before have so many consumers been more confused by morecompeting players than in today's financial planning marketplace. The burning question you should be asking of yourself is "Why me?". What makes you so special that would make prospective clients beat a path to your door and beg you to manage their investments and risks ?
This session is not just about the challenge of differentiation, but also about the solutions. Delegates walk away equipped with a fistful of the best ideas to use the next day to begin building a competitive advantage through uniqueness instead of same-ness.
Entire teams across the globe have turned mediocre performance into market-gobbling momentum by using Anthony's unique systems and approaches.
We are a generation of master salespeople - but are we brilliant businesspeople? This session issues a challenge, "Are we working ON our business or IN our business?" The month-to-month slog of finding, closing and retaining clients leads to burnout and ultimately traps most financial planners in an existence from which they battle to escape, switch off and maximize their lifestyle away from work.
This practical session exposes the step-by-step approach required to boost momentum and results through working systems & structures that have proved their value in doubling productivity.
As such, it is an excellent choice for an on-site meeting or event where personal assistants and office management can attend.
Optionally, why not negotiate with us to record this live at the conference session and take it back to your offices as a productivity gift to your staff ?
They'll reward you with happier client relationships and more time off (for you !)
The real hidden impact of industry regulation has been a "dumbing down" of an entire generation of financial advisers who have forgotten how to be entrepreneurs. Desk-bound and compliance strangled, the average adviser appears to have forgotten that 80% of our non-consulting time should be spent in new client acquisition.
This jam-packed session presents delegates with real sales solutions that have been tried and tested across the globe. The ideas are catagorised into 3 areas needing immediate attention:
A working checklist is provided together with an action plan for immediate implementation.
This session is popular as a second conference presentation or breakaway/concurrent session when Anthony has presented on your main platform that morning.
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.
"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
Anthony in action