Million Dollar Producer's
2008 Exclusive Coaching Program

Limited availability for 2008.

If you are interested in joining one of our future coaching
sessions, then call us toll free at (866) 866-0472.

Are you looking for a way to take your practice to the highest levels?

Do you want to be part of an elite group that will be coached by the industry's premiere coaching team?

Exclusive Coaching Program Commitment
Exclusive Coaching Program Benefits
Is this the right program for me?
Exclusive Coaching Program Goals
Coach Bios
Exclusive Coaching Program Topics
What Others Have Said About Our Coaching Sessions
                                                     Exclusive Coaching Program Application
                                                     Contact Us

Exclusive Coaching Program Commitment

Million Dollar Producer's Exclusive Coaching Program is for Financial Advisors who are looking for a way to break through to the highest levels of production and efficiency.

If your goals include:

• Increasing your production,
• Maximizing your efficiency,
• Spending more time with family or recreationally,
• Keeping all of your existing clients satisfied,
• And, Strengthening your practice,

Then join Million Dollar Producer's Exclusive Coaching Program!!

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Exclusive Coaching Program Benefits

All Exclusive Coaching Program participants will receive:

3 Two-day Meetings

     • January 24 - 25

     • May 8 - 9

     • November 6 - 7

6 Conference Calls

4 One-on-one Personal Coaching Sessions

12 months of membership to www.MDPRODUCER.com

Case Study Access to Tom Gau

A Complete Manual for Success

A Customized 12 Month Marketing Calendar of Meaningful Activity

Regular Follow-up From Million Dollar Producer

And Much More!!!

For a full list of services and charges, call our office toll free at 866.866.0472.

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Is this the right program for me?

If you can answer "yes" to at least 5 (and probably all 7 of these statements), then Million Dollar Producer's Exclusive Coaching Program is right for you!!

1. I would like to increase my production!
2. I would like to improve my efficiency!
3. I am interested in creating more personal time to enjoy with my family or recreationally!
4. I am open to sharing the areas of my practice that need improvement!
5. I am willing to put the time in to take myself and my practice to the next level!
6. I am interested in being coached by a team that has successfully trained others and still currently faces the same challenges I do!
7. I am willing to invest in myself and my future!

Million Dollar Producer's Exclusive Coaching Program is for producers and managers who want current strategies and results. Our systems and information are not just the result of surveys or great thoughts, they are proven techniques and strategies that we use currently.

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Exclusive Coaching Program Goals

There is an incredible opportunity available in today's environment. Success can be achieved in a myriad of ways. We are willing to help make your life easier, better and more rewarding. We invite you to come be a part of this program and its success. We will commit our energy, talent and passion to making this a very rewarding experience.

~ Tom Gau & Ken Unger

The overall goal for this exclusive coaching group is for you to be able to set higher production goals and become more efficient in your practice. Based on our past experience in other coaching programs, we have seen that the attendees of our coaching groups increase their business significantly while allowing themselves the opportunity to work fewer hours.

The main reason you want to be this coaching group is because not only are we known as successful coaches, but our founder is an active producer like you. Every strategy we share with you will be one that is working today! The coaches, Tom Gau and Ken Unger, each have over twenty years of experience in the industry.

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Tom Gau is an active, in-the-trenches financial planner who produces over $3,000,000 a year while working only 9 days a month. How has he accomplished this? By working smarter, not harder, and he is willing to show you how to do the same thing! His proven systems and techniques have already allowed thousands of financial planners to significantly increase, and double or triple, their production.

Ken Unger is a 20-year veteran of the securities industry. As a senior executive of a major financial product company, he taught thousands of experienced Financial Advisors how to market investment and retirement oriented programs. Ken has held hundreds of seminars and has successfully trained and motivated some of the industry's largest broker-dealers and producers on a variety of topics including: efficient practice management strategies, and effective sales and marketing ideas.

In fact, Million Dollar Producer, Tom Gau and Ken Unger have been:

• Named by Tiburon Research Group as the leading coaches in the financial services industry.
• Regular contributors to some of the industries finest publications like Morningstar Advisor.
• Tom Gau, your coach, is currently featured in the new industry best seller "The Winner's Circle: How Thirty Financial Advisors Became the Best in the Business".
• He is also listed as a marketing and training guru in the New York Times best seller "The Tipping Point".
• He is listed in the September 2006 by Financial Advisor as one of the fifty best producers in America.
• He has been recognized by BARRON'S on their September 2005 list of the top 100 financial advisors in the United States.
• Ken Unger and Tom Gau have presented to and/or trained over 100,000 financial advisors and are amongst the most sought after speakers in our industry.

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Exclusive Coaching Program Topics

Tom and Ken focus on things that are working now!
If you are looking for a way to take your practice and production to the next level, then this Exclusive Coaching Program is for you.

Some of the Topics to be Reviewed and Covered during this Coaching Program include:

• Proven Marketing Strategies
• How to Hold a Successful Client Review Session (Quarterly and Annual)
• Perfecting Your Initial Client Interview
• Setting Proper Goals for Your Business
• How to Attract High Net Worth Clients
• How to Close Prospective Clients
• Using Retirement Distribution Strategies to Plan for and Attract High Net Worth Investors
• Efficient Time Management Techniques
• Creating and Implementing a Business Plan
• Maintaining Clients and Growing Your Practice During Difficult Time
• Offering Clients and Prospects a Can't Miss Package of Services
• Tax and Estate Planning (not Preparation) Strategies
• Wealth Transfer Techniques
• General Tips to Increase Your Production
• How to Hire Efficient and Effective Staff
• How to Expand Both Your Business and Your Office Personnel
• How and What to Delegate
• How to Best Use Junior Representatives
• The Keys to Office and Staff Management
• Seminar Marketing
• How to Establish a Financial Planning Practice that has Future Value

These and many other topics will be reviewed at the 2008 Exclusive Coaching Program.

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What Others Have Said:

Here is what other Advisors had to say about our coaching sessions!

"What I needed was better financial planning techniques to help win over some of my competitor's clients, more effective marketing techniques, more strategies for organizing the office and delegating work so I could stop spending so much time on non-financial planning tasks. I found all those things with Million Dollar Producer."

Click here to read Mike Piershale's full story, Earn More, Work Less - Here's a Million Dollar Advisor's Strategy.

 

When Robin sat down to reevaluate her business, she came up with a fairly long list of things she wanted to improve. She also realized that someone with a new perspective could be a great asset in helping her make the necessary changes. She built a million dollar practice by using Tom Gau's systems and strategies.

To read Robin's story, click here Finding Time for Family and Producing over $1,000,000!

 

"Since starting the Million Dollar Producer Exclusive Coaching Program my business has been energized to the point where I am absolutely stunned at the results.

The coaching provided by Tom Gau and Ken Unger has been a life-changing event. As a result, I just relocated my office to a larger space in a higher profile location and am getting ready to hire an additional staff person. My assistant just passed her Series 7. I never could have imagined that success would be this immediate and achieved so easily!

The Financial Check-up process is astoundingly effective in its simplicity. I have a 100% closing ratio with prospects that have gone through the process.

Believe it or not, the hardest part for me is trying to decide how far I  want to take this. This course can help any Financial Advisor reach the highest levels possible."

J.L., Anchorage, Alaska

 

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Limited Availability for 2008!!

If you are interested in joining one of our coaching
sessions, then call us toll free at (866) 866-0472.