Are You Looking for a Dynamic Trainer
who can teach your advisors money generating ideas
at your next Association, Sales Meeting or Conference?

 

Marketing Workshops Designed to Grow Your Business

The distribution force is the lifeblood of all sales organizations. Attracting and retaining quality advisors and providing value added benefits are vital to the profitable growth of your company. Our highly interactive hands-on workshops are specifically designed to provide practical and useful ideas that your advisors can use immediately to boost their sales. Competition has become fiercer than ever before. The Power of Marketing You™ has never been more important for the advisor than it is today.

Our highly inter-active workshops and keynote presentations are not “canned”, but are targeted to each client’s specific objectives. Peter has over 20 years of hands-on experience working in the trenches with advisors, so he understands the challenges and frustrations that advisors face each day to acquire new business from today’s demanding clients.

Peter teaches advisors not just WHAT to do, but also HOW to do it. Advisors get to work on and solve their own set of challenges and opportunities in our inter-active workshops. Through their active participation, advisors take ownership and are eager and excited to implement their own creations right away to generate new sales.


 

Why Should Prospects Do Business With You?
Avoid the #1 mistake advisors make when they introduce themselves. Discover how to differentiate and distinguish yourself as a trusted professional advisor. Learn how to avoid being seen as “just another advisor” or “just another financial salesperson”. Learn how to think outside the box so you are perceived as being a unique and indispensable resource to your clients. Rise above the crowd, set yourself apart from the competition, and increase your income!


Verbal Marketing Message
Most advisors use a “verbal business card” at least 10x more often than they use their paper business card. Learn why 99% of paper business cards do more damage to you rather than helping you. What do you say when someone asks you “So, what do you do”? Learn how to create a compelling 10 second verbal marketing message that will have 9 out of 10 prospects saying “tell me more” and asking you to meet with them. Learn how to integrate this message into all of your marketing to attract more ideal clients.
 

Finding Your Niche
Most advisors try to be all things to all people. It is better to know a lot about a little, than a little about a lot. Learn why doing less will earn you more! Learn how to develop a target market and an ideal client profile. Learn how to effectively communicate your niche to ideal prospects. Learn how to significantly increase your sales and your income, with fewer clients and less expenses. It is more profitable to be a big fish in a small lake than a big fish in the ocean!
 

A Compelling Brand and Value Proposition
It is getting more and more difficult to break through all the noise and clutter and get the decision maker’s attention. A strong brand and value proposition will open the door to busy business owners and corporate prospects. Learn what a value proposition is and how it differs from a verbal marketing message or unique selling proposition. Learn how to design a compelling value proposition that will differentiate you and make people stand up and take notice. If you deal with business owners and corporate clients, having a compelling value proposition is a must! 
 

Down-size, Right-size, or Super-size
Pareto’s Principle says that 80% of your revenue comes from 20% of your clients. That holds true for most advisors. The problem however is that 80% of your time is spent servicing 80% of your clients who give you only 20% of your business. Learn how you can increase your revenue by 50% or more with only a few new clients each year. Learn how you can significantly increase the size of each new sale. Learn how to run your business before your business runs you and decrease the total number of clients you have while increasing your revenue and profitability!


The Most Popular Radio Station in Canada and the USA … WII-FM
Most advisors broadcast their message on station WWD … What We Do. The reality is, people do not care who you are, what you are, or what you do. Your prospects are always tuned in to station WII-FM … What’s In It For Me? If you are transmitting on WWD and the prospect is receiving on WII-FM, all they will hear is noise and quickly tune you out. Another lost sales opportunity. Learn how to change your broadcasting from station WWD to WII-FM and watch your sales take off!

 

 
 

The Power of Marketing You

It’s a Jungle Out There!
 Competition is fiercer than ever before!
Learn how to set yourself apart from the crowd!

 

      Here are just a few of the many ideas and strategies discussed at our workshops:

  • How to increase your revenue by 50% or more within 12-18 months?
  • How to develop an ideal client profile?
  • How to clone your Top 10 clients over and over and over?
  • How to attract more ideal prospects and clients?
  • How to have fewer clients, generate more income, and be more profitable?
  • Why your prospects will choose you over the competition?
  • How to make a great 1st impression every time?
  • How to make a great lasting impression every time?
  • The Top 10 sales habits used by elite advisors
  • The Top 10 servicing ideas that will turn clients into loyal advocates
  • How a Value Proposition and Unique Selling Proposition can increase your sales?
  • How to develop a compelling “elevator speech” so people want to know more?
  • How to use Unlisted #’s, Caller ID’s, and Do Not Call to your advantage?
  • The #1 strategy used by elite advisors to turn prospects into clients
  • The #1 reason prospects will become clients
  • The #1 reason why prospects do not want to meet with you
  • The #1 mistake advisors make when introducing themselves
  • The #1 reason why 60% of satisfied (not a typo) clients change advisors
  • How to dramatically improve on the old 80-20 rule?
  • How to turn prospects into clients and clients in to advocates?
  • How to develop instant credibility and trust?
  • How to add real value to your all important 1st meeting?
  • How to find more clients that are just like your best clients?
  • How to generate referrals, introductions an personal recommendations?
  • How to easily avoid your client from saying “I can’t think of anyone”?
  • How to write more business by focusing on a clearly defined niche market?
  • How to differentiate yourself, set yourself apart, and rise above the competition?
  • How to become a trustworthy financial advisor vs. just another sales person?
  • How to position yourself as #1 in your prospects’ and clients’ mind?
  • How to avoid market diffusion and focus on your ideal client profile?
  • How to generate a continuous stream of New, Repeat, and Referred business?
  • How to articulate your story and value proposition?
  • How to develop and implement a powerful 15 second “verbal business card”?
  • How to transition your practice into a business and increase your sales and revenue?
  • And much more

Note:  We will work with your organization to customize our workshop sessions   
           for the specific needs of your advisors.


 

Peter Lantos, B.Comm
started in the financial services industry in 1979 in Toronto upon graduating from Concordia University's Molson School of Business in Montreal with a double major in Psychology and Commerce. His extensive and successful career in the insurance/investment industry spans from Head Office marketing and management, to Branch management, to advisor, to consulting.

Peter has spent the last 20+ years working in the trenches with prospects, clients, and advisors. He understands first hand, the challenges, the

frustrations and the obstacles that advisors face each and every day to acquire new business and to nurture and service today’s demanding clients. He has trained and worked with hundreds (perhaps thousands) of insurance and investment advisors, from novice agents to Top of the Table and Million Dollar producers.

Peter is not a rah-rah type speaker, but speaks with humor and passion on practical strategies, ideas and concepts that will help you to significantly increase your sales and revenue. He has spoken at countless industry meetings and corporate seminars and is known as a master of marketing and business enhancement strategies.

Please email Peter about his availability for your next Association, Sales Meeting or Conference. You can also reach him at (519) 438-6075.
 

What you will NOT get from Peter:

  • All fluff and little content or theatrics
  • Arm waving, yelling and running around the stage and floor
  • Endless product features or slick product pitches
      If this is what you are looking for, Peter is not the person for your event. 
 

What you WILL get from Peter at your next sales meeting:

  • High energy, humorous, interactive presentations and workshop sessions
  • Practical, useable ideas that get results for your advisors
  • Strategies to enhance the advisors’ business, not just collect dust on their desk
  • Ideas and exercises that advisors can quickly implement to increase sales
  • Marketing strategies to attract more ideal clients and generate more revenue
  • 20+ years working in the trenches and 25+ years of marketing expertise
 

Workshop sessions: all of our workshop sessions can be customized for your organization. Peter offers ½ day and 1 day inter-active workshop sessions. He is also available as a keynote speaker or for breakout sessions. 

Please email us about Peter’s availability for your next Sales Meeting or Conference.