Seminar Topics

Captivating the Wealthy Investor

Specialized Topics

Advisors' Comments about our seminars

How to Book Seminars

Feedback- What Financial Advisors are saying about Perceptive Business Solutions seminars...

Feedback is very important to us. Listed below are actual quotes from evaluation sheets completed by Financial Advisors around the country.

Prospecting in the Age of the Do Not Call List "Seminar and speaking info - Business list websites - Something that can be immediately used... Prospecting techniques other than the phone... Ranking of effective methods"--- Denver, CO "Many unique and creative ideas on networking, ie: co-branding, using examples of FAs who have used this technique successfully... Partnering with non-profits" --- White Plains, NY "Many practical ideas to use for prospecting... Retirement dinner-great idea ... Good use of time... Top 10 strategies because very specific"--- Charlotte, NC

Closing The Business- How to Ask For the Order "Good exact ideas that will work for me, and the way I talk... Questions used to close a client... Notes provided... Good info on how and when to close...Two hours well spent!"--- Denver, CO "Concrete process and ideas... What works for successful FAs.-.What words to use...After the order... Working ideas around the business... After the order.. .Words that work"--- White Plains, NY "Ways to make prospects get off the fence... Actual words used to ask for the order... Very good, concise, no fluff- to point...This could easily be a 2-4 hour class"--- Charlotte, NC

Transforming Wealthy Friends Into Clients "Specific ideas on how to approach friends, acquaintances, relatives... Was worth the time.. .Approaches to dealing with family.. .Clear, actionable"--- Melville, NY "This was excellent-We need to start earlier in the day - This is too good for time constraints -I want to do this again!.. .Comprehensiveness"--- Tyson 's Corner, VA "How to approach friends... Mindsets of friends and family re: business with you (misconceptions).. .Contact ideas.. .Will definitely use these ideas" --- Syracuse, NY

Why You? Establishing Your Value With High Net Worth Prospects "Phraseology on positioning value...Firm strengths vs. competition... You really did your homework! Relevant to us!.. .3 Things prospects want"--- Syracuse, NY "Quotes I can use... Remembering to position firm with the client... Putting out items we should use for branding.. .Worthwhile"--- Rockville, MD "You broke down the aspects into a simple approach... Branding and answering questions/objections... Overall very effective 45 minutes" --- Columbia, MD