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WORK SMARTER
NOT HARDER
Richard Parker's PracticeMasters is two powerful days with one of America's foremost trainers in an interactive, state-of-the-art learning center. In just over a decade, Richard Parker has gone from a wirehouse stockbroker to a million-dollar producer and CEO of a nationwide financial planning firm.
To build a successful planning practice you must learn to focus on three important aspects of building your practice-
Prospecting
- Advertising packages, turn-key prospecting programs and seminars, software and ideas that get the prospect in your office.
- Seminars - How to increase your income from new and existing clients using Equity Repositioning.
- Tapping into the college market and other ideas to increase your production.
- Referrals - How to generate more from your existing clients.
- Building a Client Appreciation Program - What products best serve the needs of your clients and you.
Practice Management
- Your Office - Hiring support staff, buying versus leasing furniture and equipment, establishing a line of credit for your business.
- Creating an image that sells.
- Designing your office for maximum success.
- Goal Setting - How much can and do you want to earn? Building a business versus building a book.
Product
- Building Your Product Mix - Mutual Funds, Variable Annuities, Managed Accounts, Guaranteed Certificates and much more.
- Asset Allocation - How to create an automated system that will produce income before you set foot in the office.
- The Closing - Richard Parker will demonstrate his entire first and second office meeting with the client that produces a 92% ongoing close rate. This session alone is worth the entire weekend investment.
For more information please call 1-800-677-8664 or email us at info@practice-masters.com.
We will be updating this information periodically to give you the latest on Richard Parker's PracticeMasters.
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