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A tidal wave of Boomers is heading your way!

 

Discover the latest thinking, advice and demographic research on the Boomer market and how to position yourself for success.

 

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News

Santa Ana College
Expands Adult Financial Literacy Classes...
SAC
Now Offers the CFLI™ Program to Create Additional Qualified Instructors.
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200 dials per day didn’t cut it
Referrals from relatives didn’t cut it.

It’s all about Relationship Marketing.

But, how ?
Build long-lasting relationships with WSU’s Loyal-for-Life™ Workshop Series—
The only workshops to result in 97% of your attendees willing to refer their friends to your next workshop.
That’s Relationship Marketing at its best! Today’s investors know an expert when they see one. They’re willing to pay to work with the best--and refer their friends, too.

You can be that expert.
Communication of real knowledge is the single most important tool you can use to stand apart from the crowd. We’re not talking about “sales” knowledge. We’re talking about you possessing and communicating a level of understanding about the markets and the issues that drive investor behavior and price movements.
For many brokers, this is the black hole of investing and they lose potential clients because of it.

Become the expert by showing your attendees:

  • How and why markets work
  • The real definition of risk
  • What goes into analysts ratings
  • The difference between good companies and good investments
  • The optimal paths for real asset management

Call Steve Sipe at 888-458-0123 for personal service
Ask about this week's FREE BONUS


You Get Personal Coaching from PowerBroker Coaching

One of the most experienced Broker Coaches in the country.

Over 4,000 hours of financial workshop presentation experience!

Get a full hour of professional coaching on the phone to:

  • Guide you through the physical setup
  • Prepare you for your presentation
  • Help you set and close appointments

Coach: Lynette LaRue

Vice President - Workshop Coaching

Earn Your CFLI™
WallStreet University offers a Certification program for Financial Professionals who wish to be qualified to lead Financial Literacy Workshops at their local Community College.

The Certified Financial Literacy Instructor program validates your qualification to lead educational Workshops for clients and prospects in a Community College setting. For more information,


or call Steve Sipe at (888) 458-0123
 
Marketing Literature
Make copy easy to read with lots of white space, bold headlines and subheads. ............................ Keep it simple. Stick to basic, common fonts and use them consistently. ............................. Use serif typefaces, which are easier to read because the serifs help the eyes differentiate between characters and facilitate the flow between letters and words. .................................. Source: Selling to Seniors’ Guide to Senior Marketing, Vermont’s Evergreen Direct mature market consultancy
 
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