Mutual Fund Boomer Workshops: WallStreet University

Finally! The Easy Way to Unlock The Lucrative Power of Boomer Workshops!

Global Provider of Mutual and Hedge Fund Information and Analysis for Over 30 Years

New turnkey mutual fund program transforms you into an instant expert

Now you can quickly and easily present workshops that attract new business prospects who:

Respond to independent education
Are looking for an edge
Will look to you for guidance
HAVE MONEY TO INVEST...WITH YOU!

Achieve Success with Loyal-for-Life™ Workshops.

"I found the workshop to be the most effective way to generate new clients, but it all depends on the content. This one is the best I’ve seen because everything is already there for you. The engaging, interactive presentation is like nothing you’ve ever seen. The engaging, interactive presentation makes it so easy: the Instructor's Guide takes you through slide by slide. It includes suggested comments and questions to keep you audience engaged and a method that leads them to set appointments."

S. Buchanan,
Investment Advisor

Workshops: The Powerful New Business Weapon

Why are workshops so popular with today’s ultra-successful advisors? Because workshops work! They’re efficient: They allow you go face-to-face with more high-value prospects in a couple of hours than you would reach cold calling for a month. Workshops produce great results: By presenting information as an industry insider, you establish yourself as an expert, someone prospects want to do business with. As a result, you spend more time closing qualified prospects—not chasing cold leads.

But, you need the right content.

Build trust and confidence in a non-threatening environment with the most powerful and easy to use mutual fund workshop content ever developed. Created by WallStreet University® and Lipper to help you successfully capture your share of this huge, lucrative Senior Emeritus Market. Click on the button below to sample the Workshop CD and the Coach's Guide that makes you the expert.

"The Lipper name was a real draw. The fact this was independent information from a world-renowned fund rating company made the attendees comfortable from the beginning. Plus you get free professional coaching to make sure it all works!"

W. Reed
Registered Representative

Expand Your New Business Program With the Workshop Team Experts!

You Get Content from WallStreet University®.
The top investor education resource in the country.

You'll receive an interactive CD-ROM with the complete presentation that allows you to:
- Tailor content to the level of each audience
- Build your subject matter credibility
- Encourage the audience to set appointments with you
You'll receive an illustrated Host ’s Guide with a professional script that:
- Offers tips on better speaking and how to set up the room
- Provides questions to ask the audience to keep them engaged
- Includes talking points for each slide

Instructor: Robin J. Thurston
Former Global Research Director

Robin J. Thurston is your guide. He was formerly Vice president, Global Director of Research for Lipper, one of the four key mutual fund ratings services devoted to evaluating mutual funds worldwide.

Now, in an exclusive workshop CD - Understanding Mutual Funds™ for live workshops - Thurston reveals the tricks of the trade that experts rely on to evaluate and purchase their own mutual funds. Robin Thurston takes complex strategies and breaks them down so they are easy to understand and apply. Your attendees will actually learn vital concepts that you can discuss later in the appointment.

Robin brings credible independence to your workshop.

You Get Personal Coaching from PowerBroker™ Coaching
One of the most experienced Broker Coaches in the country.

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
V. P. Workshop Coaching

Your Coach, Lynette LaRue, has worked in the investment industry for 27 years and has over 4,000 hours of workshop production experience. She will guide you through the workshop process to insure your workshop achieves your personal goals, no matter what your previous workshop experience.

She will help you select a location best suited to your attendees, and then suggest a physical layout for the room that works best. If you're a beginner or experienced workshop speaker, she will walk you through the workshop, help tailor it to your style, teach you the tricks of making a successful presentation and how best to set appointments. Post-workshop, she will coach you on building client relationships and increasing your success.

"Lynette is motivated, smart and is exceptional with people. In 36 years in the business, I have never dealt with anyone as capable. More importantly, because of her background in the securities field, she knows what to do and the best way to get it done."

B. Landenberger
MBA, CFP

Why prospects will eagerly attend your paid Mutual Fund Workshop:

Your local Community College has credibility
that nothing will be sold
at your workshop
Investors trust the Lipper name
Attendees will get expert information they can use to become better clients

What results can you expect? Based on past workshops:

51% of attendees will set a post-workshop appointment with you
89% of those keeping their appointments will become clients
97% of attendees said they would recommend the workshop to a friend

*These are average percentages. Your results may vary.

"This is the best content for workshops I’ve seen. It’s complete. It’s independent. And it works. Our advisors make more money, and
I get to sleep better."

R. Simpson
Compliance Officer

Risk free 30 day money back guarantee!

Call Steve Sipe at 888-458-0123 for personal service

For Standard delivery:	5-7 business days (faster options available)
For international delivery:	Please call 949-646-0123 (U.S.) for shipping options