Popular Speaking Topics
PRESENTATION TOPIC: BUSINESS AND LEADERSHIP
PRESENTATION TITLE: The Secrets of Success from America's Self-Made Wealthy
- How They Choose Their Careers
- How They Build Their Wealth
- How They Manage Work-Life Balance
PRESENTATION TITLE: Building Effective Teams
- Creating High Performance Collaborations
- Go Virtual to Turbo-Charge Results
- The Future of Incentive Compensation
PRESENTATION TOPICS FOR FINANCIAL ADVISORS
PRESENTATION TITLE: The Four Pillars of Advanced Planning:
- Generational Wealth Transfer
- Productive Portfolio Planning
- Protecting Assets from Predators
- Philanthropic and Lifestyle Planning
PRESENTATION TITLE: The Wealth Management Team of the Future
- Managing Health to Manage Wealth and Vice Versa
- 'Liquid Wealth' Creation
- Dynastic Planning and The Family Bank
PRESENTATION TITLE: Marketing to HNW Prospects in Any Economy
- Practical HNW Client Segmentation
- The Middle-Class Millionaire is the Advisor's 'Sweet-Spot'
- Creating a Brand Relationship with HNW Prospects By Appealing to Their 'Values-Based' Spending Habits.
PRESENTATION TITLE: Millionaire Intelligence Among Investment Advisors
- How Successful Advisors Manage Work-Life Balance
- How Successful Advisors Make Critical Business Decisions
- The Four Pillars to Advisor-Success
PRESENTATION TOPIC: LUXURY AND HIGH-END MARKETING
PRESENTATION TITLE: The Changing Nature of the Luxury Client
- Practical Client Segmentation
- How to Market to Luxury Clients in All Markets
- Creating a Brand Relationship with your Luxury Client By Appealing to Their 'Values-Based' Spending Habits.
PRESENTATION TITLE: The Middle-Class Millionaire: America's Luxury Super-Demographic
- Five Trends for the Future: Why the 'Working Wealthy' are the Window into the Next Consumer Economy
- How the Middle-Class Millionaire has Transformed 'the Rich'
- The Laws of Attraction: Reaching out to Nine Million Middle-Class Millionaire Households and their $20 Trillion in Wealth.
PRESENTATION TOPICS FOR HIGH NET WORTH INVESTORS
PRESENTATION TITLE: The Four Pillars of Advanced Planning:
- Generational Wealth Transfer
- Productive Portfolio Planning
- Protecting Your Assets from Predators
- Philanthropic and Lifestyle Planning
PRESENTATION TITLE: Creating a Circle of Support
- Mastering Your Financial Life
- Accommodating the Transfer of Wealth Between the Generations
- Managing Health to Manage Wealth and Vice Versa
'Liquid Wealth' Creation
