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Million
Dollar Producer's
2-Day Financial Advisor Boot Camp
2-Day Boot
Camp: June 5-6, 2008
Location:
Las Vegas, NV
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Attendees of this
2-day session will be armed with a complete
step-by-step process of
not just what to do, but how to do
it!™
You will be an advisor who adds so much value that prospects
and
clients will want to pay your fees and use your services.
Here are some of topics that will be
covered at our 2-day
session:
Time
Management/Organizing Your Office
(Learn how to Spend Your Work Time with Clients and Prospects!)
Special Marketing
Techniques to Open the Corporate Market
(Generate More High Net Worth Leads Than You Ever Thought
Possible!)
How to Develop Your
Multi-touch Marketing System to Develop a PIPELINE of Prospects
(Get
Ready to Generate More Business than you can handle!)
Mastering the Initial
Client Interview
(The "Sale" Starts Here!)
"The Master" Reveals
His Best Closing Techniques
(Learn HOW Tom Produces at The Highest Levels Possible Without
Even Applying Pressure!)
Overcoming Even the
Toughest Objections
(So Your Prospects and Clients Ask for the Order!)
All attendees will learn some very powerful time tested systems and
ideas, including:
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Immediate
changes you can make to dramatically increase your production.
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Proven techniques
to increase your assets under management.
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The secrets
of maximizing referral generation.
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Ways to
consistently get in front of more qualified, high net worth
prospects.
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Time tested
tips for retaining existing clients.
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How to hold
efficient and effective meetings with both prospects and clients.
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Systems to
increase both your efficiency and your effectiveness.
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Organizational
techniques that will maximize the productivity of your entire
office.
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A full package
of handouts.
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How to increase your production while working less hours.
This is the one Training Session you can't
afford to miss!
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Is this the
right Training Session for me?
Your Trainers
What others have said about our training
sessions
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Contact Us
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Would you like to be a
Retirement Expert?
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Would you like to
increase your production?
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Do you want to
double your production
while streamlining your practice so you accomplish more
and work less?
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Do you want to
systematize
your practice?
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Do you have a pipeline of
qualified prospects?
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Would you like to
make more while working less?
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Do you want to learn from someone who is an
active Financial Planner and is still producing?
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Do you want to learn from one of the
industry's leading CPAs?
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Do you want to learn the systems of the industry's
TOP producer?
If you have already benefited from
our sessions and need a refresher course or if you are someone who needs to
learn how to grow during this opportune time, plan on attending this
session
to find out the latest and newest best-kept secrets of Tom Gau, CPA, CFP™,
a $3,000,000 producing Financial Planner.
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If you're out
there every day "in the trenches", battling for business,
you probably keep running into these major obstacles (and you still
haven't learned to completely overcome them):
1. How do
you consistently attract high net worth prospects?
2. How do
you find enough time to meet with all your prospects and
still handle the little details of your
daily practice?
3. How do
you consistently close prospects on big ticket items once
you get in front of them?
4. How do
you retain all of your clients in today's difficult environment?
5. How do
you set up systems so that you can maximize your efficiency and
work smarter, not harder (and less)?
6. Do you have a
Million Dollar system?
At Million
Dollar Producer's 2-Day Boot Camp, we will teach you
the answers to these critical questions . . . and as incredible
as it may seem, show you how our founder, Tom Gau, earns more in
just two weeks than most other financial planners make in an entire
year!
Tom
has been a leading producer for almost
2
decades
and his
business is skyrocketing!
At these
sessions he will show you why!
These sessions
are a MUST for any advisor
who is
serious
about their business!
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Tom Gau, CPA, CFP™
is an active, in-the-trenches financial planner
who produces over $3,000,000 a year primarily in fees…working with
clients less than two weeks a month! He is also a tax
authority, speaker, educator, and leading trainer. His proven
systems and techniques have already allowed thousands of financial
planners to significantly increase, and double or triple, their
production. He has been in the financial services arena for over 20
years and has his BS, MBA, and CPA degrees.
In
2006, Tom was once again selected as one of the
"50 Best Producers" by
Registered Rep magazine. He is profiled in the industry's
best-seller, The Winner's Circle: How 30
Financial Advisors Became the Best in the Business
and the nationwide best-seller, The
Tipping Point.
He has been
repeatedly quoted in magazines such as Money, The Robb Report,
Kiplinger’s Personal Finance, Investment Advisor, Financial Advisor,
Mutual Fund, The Wall Street Journal, the Los Angeles Times and
other prestigious publications.
Tom has found out that the key to success is not
what you do, but how you do it – the major difference between a
big producer and one stuck on a “plateau” is the systems that the
planner uses day in and day out. He has shared his proven systems
with thousands of financial professionals who have also experienced
spectacular results.
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Ken Unger
is the
industry's most experienced and respected coach and trainer of
high-level producers. Along with his partner Tom Gau (the $3,000,000
man), he runs Million Dollar Producer, the leading training firm for
mid to high-level producers. Ken is known throughout the financial
industry for his knowledge, enthusiasm and high-energy
presentations. He is widely recognized by audiences of financial
advisors nationwide as a keynote speaker who shares efficient
practice management strategies, and effective sales and marketing
ideas.
Ken is often featured and
quoted in the financial media and press, including The Wall Street
Journal and Morningstar Advisor. His book, “The Keys to High Level
Production” has quickly become the financial community’s
best-seller. His past experience includes tenures as a senior
officer of Boston Capital and Shearson Lehman Hutton. Ken is a
graduate of Cornell University.
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"As a producer that is already doing over
$2,000,000 of production, I left the session very impressed and with
several pages of notes. This was money well spent!"
- Van Pearcy
"It was great attending your Boot
Camp. Ken and Tom are outstanding! It was extremely valuable and
refreshing to see the MD Producer actually backs up your tagline
of "Not only what to do, but how to do it!" This will
really help get me going.
It's also refreshing to see that you
update your content to keep it current. As you know, I attended
this Boot Camp last fall. I brought with me the manual that I
had received in the fall conference and was surprised at how
many items had been updated! Many other conferences keep
presenting the same information class after class.
Keep up the good work! An excellent
value." - Ray P. O'Connell, GA
"I have been to several
other boot camps in the past and I can unequivocally say that
this was time well spent. I went away with several tangible
items that I will implement immediately. I would not be
surprised if as a result of attending this workshop my
production doubles. Tom and Ken are absolutely the real deal!
- T. Gallina
"This Boot Camp was not
only remarkable but also top-notch! This 2-day Boot Camp is the
only weekend event that I can say was worth time being away from
your family. I will be increasing my production and efficiency
level to make up many times over with my family. Tom and Ken
have both beat the excellence bar! Thank you!
- L. Ong
"I felt the experience
was great! I don't understand how all advisors who attend this
can't be million dollar producers. I am really excited about our
future prospects!"
- D. Benison
"After attending your November Boot Camp
I immediately implemented some of the information and had my
first $100,000 production month ever! This Boot Camp is a must
for any advisor that wants to run a high-level practice!
- T. Baughman
"After recently
attending your Boot Camp in Las Vegas I'm convinced that 3 must be
the charm! I've attended 3 Boot Camps over the last 9 years
and Tom & Ken have once again helped me refocus and reignite my
practice! The first 2 Boot Camps I attended helped me become a
Million Dollar Producer. After this last session I'm sure I'm
on track to hit the next level! This Boot Camp is a must
ATTEND FOR ALL financial advisors!"
- J.Dechtman
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Million Dollar Producer's
2-Day Financial Advisor Boot Camp
June 5-6, 2008
Location: Las Vegas, NV
Tuition
MEMBER
NON-MEMBERS
2-Day Boot Camp
$1,999
$2,300*
Call
us toll free if you have any questions or
to reserve your seat.
(866) 866-0472
Application
Tuition is for materials and session only.
Attendees are responsible for their own travel and hotel costs.

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