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Systematic approach to get career professionals from where they are to where they want to be
E-books, courses and live events for everyone from the new agent to the seasoned professional. 
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78 Platforms in the USA in 12 Months

Top Producers

  • Do you often suspect that you’re getting “some” of your client’s business – but they’re still not 100% loyal and committed to handing you the keys to their financial kingdom and entrusting you to become their financial guardian in ALL areas of their wealth accumulation and risk management?
  • Does your practice – even after all of these years of experience – still need some renovating and fine-tuning; some automating and industrializing –as you strive to break through barriers to the level of  MEGA producer?
  • Is your marketing somewhat “stale” and “old school” – needing some brilliant fresh ideas and strategies to attract those premium, high-net worth referrals on a more regular basis?
  • Do you feel like you’re spending years sacrificing your health for your wealth, but have not yet built an actionable succession plan to unlock the real value from your client base as you move into the second half of your professional career?

As an advisor established in the business, your world is one of solid activity, improved client service and enhanced confidence – with bigger expectations and lofty financial goals occupying your dreams!

A significant challenge you face is automating your marketing and reducing downtime.  A further issue to confront is attracting higher wealth clients to your practice and increasing referral flow from the many new clients you have secured over the last few years. We are here to help.  In our Top Advisor Program and e-store you will find literally hundreds of tools, strategies and systems you’ve never seen or used before. Nothing is left to chance here and you are sure to make quick gains in opening new niche markets and creating a river of warm referrals. Being willing to re-invest part of your steady income in this process is essential as you explore the dozens of choices we offer in building your business.

Let’s face it, you’ve attended dozens of courses and conferences over the years. As you listen to the speakers, you occasionally pick up your pen as you strive to find the “silver bullet” amongst all the advice you’ve paid for in order to start enjoying the fruits of years of hard labour. At the same time, preparing your business succession becomes a big part of your focus. After all, the big payoff happens when you transition yourself out of your business in the years to come.

With us as your coaching partner, you are sure to make quick gains in getting in front of high net worth prospects while upselling your current base. Reducing less profitable activity by creating a “super system” and “putting your business on steroids” are natural by-products of our work together.

In the Top Advisor Program and our e-store you will find many of the tools, strategies and systems to blend into these marketing efforts.

Share our story with your manager, invite us into your office and watch the run-away success stories multiply.

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