FAQs

What does it cost? What's included?
How much are typical travel expenses? Who usually pays
How far in advance do you schedule? How long is each seminar topic?
What is the ideal audience size? How do you keep the audience's attention?
How involved does the audience get? What does the audience get in print?
Why are the handouts only partially filled in? What if attendees have questions?
How does follow-up work? How customized is the research?
Can the seminar be tailored to statistics for our local financial advisor population? Why is the book valuable?
What does it cost?

Four thousand dollars ($4,000) per day presenting in the field plus travel.

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What's included?

You determine what fits into a day. Group seminars, multiple locations, 1:1's, breakfast meetings, dinner.

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How much are typical travel expenses?

Assuming flights and overnight hotel stay, $500 - $700. Substantially less if the location is in commuting distance from New York or Philadelphia.

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Who usually pays?

Professional money management firms, mutual fund companies and insurance companies often support value-added training delivered in the field.

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How far in advance do you schedule?

Typically four weeks. Shorter timeframes can sometimes be accommodated.

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How long is each seminar topic?

Typically 60 minutes in length.

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What's the ideal audience size?

Seminars have been presented in small groups of under ten to large conference formats of 600+.

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How do you keep the audience's attention?

Ideas are presented in a series of three minute segments.

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How involved does the audience get?

The audience is engaged through various questions and examples. No one is put on the spot or embarrassed. The Seminar can be run in an intense "audience participation" style, however the timeframe is doubled.

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What does the audience get in printed format?

Seminars include handouts following the slide presentation in "fill in the blanks" format.

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Why are the handouts only partially filled in?

Audience members are more engaged in the presentation if they are writing during the seminar.

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What if the attendees have questions?

Advisors are welcome to call or send e-mails with questions. No coaching services sold.

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How does follow-up work?

Advisors receive a step-by-step action plan at the seminar. A series of six short bi-weekly e-mails are sent to the contact person at office or region for further distribution. Two follow-up conference calls are included. Advisors are welcome to call or send e-mails with questions.

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How customized is the research?

For seminars such as Identifying the Invisible Rich, markets are classified as metro, suburban, small town/rural or retirement/vacation communities. Within a category the population is researched for High Asset/High Cash Flow prospects, Low Asset/High Cash Flow prospects, High Asset/Low cash Flow prospects and "Under the Radar" prospects.

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Can the seminar be tailored to statistics for our local Financial Advisor population?

Yes.

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Why is the book valuable?

Capitivating the Wealthy Investor follows the four core topics closely. Text covers many points mentioned in seminar but not printed in handout.

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