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78 Platforms in the USA in 12 Months

Program Preview

1. Video Introduction to Top Advisor Program

2. Why Top Advisor Program?

Our concepts are tried and tested in 50 countries over the last 20 years. Please review the strong attendee feedback in the testimonials tab for a clear insight into the results that you can expect from the Top Advisor Program. Increased CONSISTENT income and renovated business DNA form the foundation of our work. Read and see what others are saying. The rest is commentary.

Let’s face it – as a veteran of all sorts of programs, conferences, seminars and workshops, you’re looking for measureable, actionable and simply implemented productivity solutions – not warm and fuzzy inspiration that falls short of delivering the actual tools. There’s so much WHAT in the coaching business – we’re proud of our positioning as one of the very few deliverers of the WHY and the HOW behind 21ST CENTURY client building.

Our offering will deliver you from the quick-sands of reduced productivity to the highlands of sustained business momentum. We make this climb together on the program firstly by wasting no time in generating quick-fix solutions to overcome mistakes you are currently making in your marketing – on the phone, online and in person. Whether your prospect is hosting you in their home, visiting your office or in an audience – they need to be professionally befriended, intrigued and disturbed with enough passion, polish and proof in order to make a positive buying decision. The course will guide you to this successful conclusion.

Next, clients need to assist your business growth by creating a river of referrals - motivated to do so by how you made them FEEL instead of just by what solutions you SOLD them.

And finally, you need to build a resilient firewall of loyalty and dependency around your clients to ensure that they return to your business year after year to “visit their money” again with you through regular and mutually-beneficial reviews.

For unquestionable proof of our broad range of systems, tools and support processes please review the full program website at www.topadvisorprogram.com. Here you can preview the comprehensive menu of client-building documents, clever conversations, focused e-books, push-button calculators and conceptual sales aids. The program delivers all the science, mathematics, evidence and proof that you need to positively engage, influence and persuade clients in crafting their financial destination. You can even drop into a live recorded summary of a Top Advisor Program module – you’ll feel like a guest of honour at one of Anthony’s exclusive coaching sessions.

3. Program Structure

The live program delivery consists of 6 half day modules spaced 8-10 weeks apart over the duration of a year. Each intensive 4-5 hour session delivers the exact processes behind a different aspect of advisor business development.

Module One
Does Your Present Have A Future? - Breaking through to a new level

Module Two
New Client Acquisition

Module Three
Upselling and referrals

Module Four
Closing and Keeping-In-Touch

Module Five

Module Six
Marketing Visibility and Strategic Alliances

CE credits
The program provides Canadians with 24 CE credits for successful attendance of all six modules. Non- licensed, non-selling assistants may attend the program at no cost accompanying the advisor but do not receive CE credits. Non-Canadian clients should enquire about professional development accreditation status for your country or state.

4. Attendee Testimonials

5. Highlight Video of the Top Advisor Program

Leader's Feedback

"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're in the financial services business, then you know how challenging it can be to come up with creative prospecting techniques that generate qualified leads. Similarly, once you've landed the appointment, you need innovative concepts and language to connect with clients and differentiate yourself from the rest of the industry. Anthony Morris is a POWERFUL speaker who shares transformational sales ideas in practical, bite-sized pieces. Your audience members with leave with an entire notebook full of game changers. I heartily endorse him for your practice!!"

Joseph Jordan
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

" As Lead Architect of the Hoopis Performance Network, I am not easily WOWED by just any speaker. Anthony Morris is truly one-of-a-kind in sharing unique sales and client-finding strategies - few of which you've "heard before". His high-voltage emotional vocabulary and clever engagement techniques will drive your prospecting momentum and referral flow. HPN is proud to count him among our stable of premium presenters."

Joey Davenport
Hoopis Performance Network

"After our Las Vegas meeting we decided you should be put on a pedestal, the only problem is that there isn't one high enough. As our surveys come in, in a ranking from 1 to 5, 5 being the highest, you got mostly 6's... talk about a grand slam home run in the bottom of the ninth with two out and a three/two count!"

Jim Lehmann
Senior Vice President, Partners Advantage Insurance Services

"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

"..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

"Take 1/4 Tony Robbins. Stir in a spoonful of Larry Wingett. Top up with some Dalai Lama. Garnish with bits of Robin Williams, Billy Connolly and David Letterman. Stir strongly and consume - and watch your outlook and income soar! "

Gabe Smith Past National YAT Chairman NAIFA USA

"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

Metairie, LA

"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

"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

"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 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

"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

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

Tony Gordon
2001 MDRT President

"Your presentation today was really terrific! One of the best I have ever heard and I’ve heard ‘em all! I’ve been a member of MDRT for nearly 50 years and President in 1998. This is great stuff and I appreciate receiving any and all ideas you can send me."

Gene Mahn, CLU, ChFC, CLTC
1998 MDRT President