keynote
“How Top Advisors Implement 4 Simple Processes That Turn A Practice Into A Systematized Business”
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Learn why the next decade will be the greatest 10 year period for the financial services industry.
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Discover the 4 simple processes that high performing advisors implement in their practice to free-up 2-3 hours per day.
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Hear how most advisors are overwhelmed and do not feel like they are taking care of their clients…and learn a radically simple system that solves this problem!
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Pick-up the simple 5 step process to increasing revenue by becoming a thought leader in your market and growing your professional network.
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Learn about a simple lead generating system that your staff can run for you.
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Hear how to leverage social media, even if you dislike everything about it!
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Get your team aligned with your vision with the non-intrusive method for tracking accountability invented by Andy Grove of Intel.
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Hear how advisors can increase business results in 90 days by leveraging the same tool that Google, Amazon, BMW, LinkedIn, Facebook, and Disney use to achieve rapid growth.
Attendees Receive 5 Actionable Resources That Can Be Immediately Implemented To Free Up Valuable Time:
The AB Client Touchpoint System™
A downloadable AB Client Touchpoint System™
The AB Client Touchpoint System™ training video series
The AB Client Touchpoint System™ eBook
The Pinger Connection & Influence System™
A downloadable Pinger Connection & Influence System™
The Pinger System™ training video series
The Pinger System™ eBook
The OKR Goal Setting & Leadership System
A downloadable OKR templates for personal or team use
A simple training video on the OKR System
The OKR Goal Setting & Leadership System eBook
Jay's Most Recent Books In Digital Format:
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Download Keynote One Pager Here
