Independent Advisors Forum A Penn Mutual Due Diligence Meeting.

Slides:

Advertisements

Similar presentations

How to Become an Independent Sales Rep! By Gift Rep Sandy SESSION 4: What This Training is NOT!

Advertisements

Brokers Xpress: A Broker/Dealer Helping Independent Advisors Tiburon Research September 1, 2012.

Advanced Annuity Concept Bruce Beaty, CLU, ChFC, MBA VP of Sales Legacy Marketing Group.

Independent Advisors Forum A Penn Mutual Due Diligence Meeting.

Kathryn Vest 2012 FIRMA Conference.  Trust & Fiduciary Exemption  Compensation calculations are being done.  Permissible gyrations Accounts open

Intro to a Career in Financial Services North Shore Community College Economics Club Ami Howes Managing Associate, Financial Advisor Strategic Financial.

Advisory Advocacy is in our DNA Wharton Investment Consultants is a group of independent financial advisors based in Wilmington, Delaware who are dedicated.

© OnCourse Learning Chapter 20 : The Principal-Broker Relationship: Employment.

What’s New in the Financial Services Industry? Change is a word being attached to many industries, but none more so than the Financial Services Industry.

CoveredCa Update April 2014 Chris Patton Vice President of Sales.

1. Prescription Drug Industry  Every year, more than 3.6 billion prescriptions are filled in the United States. That’s an average of 12 prescriptions.

EARNINGS DISCLOSURE The earnings of Elite Members in this chart or representation are not necessarily representative of the income, if any, that a HopRocket™

Rogers Group Financial Advisors Ltd Rogers Group Investment Advisors Ltd, Member CIPF Succession Planning for the Financial Advisory Practice (Everything.

Three Industries. Three Opportunities. Business Opportunity Presentation.

Navigating the Sales Mine Field Taylor Garrett Managing Director, Orchard Securities Scott Smith President, FactRight Moderator: John H. Grady Chief.

© 2015 – Gould + Partners 1 How Do Your Billing Rates & Practices Stack up? A Best Practices Webinar Rick Gould, CPA, J.D. Counselors Academy of PRSA June.

The Department of Labor Proposed Regulation Investment Fiduciary Advice: What You Need to Know Now! Juli McNeely, LUTCF, CLU, CFP NAIFA President Kevin.

2015 Regional Training WELCOME. Agenda Review Schedule Housekeeping – Breaks (each Hour – 10 minutes) – Parking Lot Items – Networking – Meals – Restrooms.

Entrepreneurship: Ideas in Action 5e © 2011 Cengage Learning. All rights reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible.

Four Big Buckets Bullet point one Bullet point two Bullet point three Bullet point one Bullet point two Bullet point three Bullet point one Bullet point.

Independent Advisors Forum A Penn Mutual Due Diligence Meeting.

Derek J. Green, Executive Vice President, Sales & Marketing.

INSERT THE TITLE OF YOUR PRESENTATION HERE Free ALLPPT.com _ Free PowerPoint Templates, Diagrams and Charts PowerPoint Templates.

Real Estate Principles Tenth Edition Real Estate: An Introduction to the Profession Tenth Edition.

© 2010 by Cengage Learning Chapter 20 ________________ The Principal- Broker Relationship: Employment.

Career Opportunity By: Roberto H. Bruce, MS, CLU, ChFC, LUTCF President, Alliance #1, Inc. Rights Reserved.

Business Development Services 1 Who’s on your team? Session 9.

Benjamin Edwards & Company: A Full-Service Broker/Dealer Firm Tiburon Research September 1, 2012.

“The Fas-Path to Success” “Our Challenge to YOU” Provided by: Lineage Partners Kerry Soat Regional Vice President (480) “For the exclusive use.

Management and Organization Entrepreneurship Business Plan.

CMAA’s Corporate Alliance Partners. Henry DeLozier Principal Global Golf Advisors.

Presentation Title.

Presentation Title.

Unleashing the Power of Business Intelligence for Midsize Companies

Insurance Brokerage Review of the insurance distribution system

Marketing Budget Benchmarking

Chap IT Audit and Control

continued on next slide

Methods of Differentiation To compete in the market place

Family Office Club - San Francisco July 2017

Title Layout Subtitle.

Key Performance Factors by Level Title Applied independent of function (i.e., across sales, technology, management roles). Level Performance Factor Associate.

You Are Welcome At Any Session!

Title Layout Subtitle.

What’s New in the Financial Services Industry?

continued on next slide

continued on next slide

What’s New in the Financial Services Industry?

Highland University

PRESENTATION TITLE – 32 pts

Title layout subtitle.

Your Name MKT 113 Marketing Channels Analysis

The Marketing Funnel Engagement Involvement Purchasing

Title Layout Subtitle.

Title Layout Subtitle.

Group 1 Group 1 Group 1 Group 1 word word word word word word word word word word word word word word word word word word word word word word word.

The Big 6 Research Model Step 3: Location and Access

What’s New in the Financial Services Industry?

National Association of Insurance and Financial Advisors

Title Layout Subtitle.

Title Layout Subtitle.

Title Layout Subtitle.

Presentation Title Your information.

$25,000 Pyramid Game.

continued on next slide

Literary PPT Template General template of literary and artistic business Fresh Business General Template Applicable to Enterprise Introduction, summary,

Title Layout Subtitle.

continued on next slide

Presentation transcript:

Independent Advisors Forum A Penn Mutual Due Diligence Meeting

This is the Title of the Broker-Dealer Sales Presentation Frank J. Howell, CLU, ChFC, LIC Vice President Broker-Dealer Sales

Business Building Partners Program ►Marketing ●Marketing programs ►Marketing/Sales System ►Small Business – BIG MISTAKES  ►Niche Marketing Programs ►Seminars ●Marketing tools ●Marketing information

Business Building Partners Program ►Compensation ●Commissions ●Fees ●Increased billable hours

The Business Owner Program ►Small Business – BIG MISTAKES 

This is a Chart Slide that has a Two-Line Title