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Barlow, Christopher
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Chris is the author of 401(k) Sales Champion™: A Guide for Financial Sales Professionals to Acquire and Retain 401(k) Plans. He is the founder of KnowHow 401(k), a firm that provides sales support products and services directly to financial sales professionals and to financial services companies, including mutual fund companies, brokerage firms, insurance companies and banks. His successful prospecting strategies and sales practices are based on real-life, hands-on experience as a 401(k) Financial Consultant. Chris worked for a major wirehouse for 14 years in a variety of capacities, including financial consultant, sales trainer and 401(k)w. As a 401(k) wholesaler, Chris participated in the tremendous growth of 401(k) plans, working with hundreds of financial consultants over the course of nine years. His territories continually ranked among the highest in national sales standings. |
Champion, Sandra
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Sandy has been involved in the investment industry for over a decade. As Senior Vice President of Metropolitan West Capital Management, LLC in Newport Beach, California, Sandy's responsibilities include business development, client service, and investment research. For almost a decade she has worked closely with the non-profit community, and as an investment professional, she has become an authority in the foundation/endowment arena through her many active involvements. Sandy is a featured speaker at various events throughout the U.S., and her articles are widely published. Her personal focus has been on education and the consultative approach to the total management of client assets. She is a CIMA and regularly lectures at CIMA conferences. Previously Sandy held senior positions with Salomon Brothers, Smith Barney and Merrill Lynch. |
Cheal, Brian
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Brian is a CPA in the firm of Cheal King & Associates. He and Brent King provide courses on basic tax issues such as year-end tax planning, IRA, Roth, SEP, capital gains/losses, etc. |
DiGiorgi, Bruno
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Bruno is a Certified Market Technician with Lowry Reports (Florida). Previously he was a senior sales trainer for J.C. Bradford and Co., where he developed numerous programs. Bruno's areas of expertise include technical analysis, stock market trading strategies, fundamental analysis, and basic sales training. Previously he was a Financial Consultant for Merrill Lynch. |
Duncan, Jr., Adam
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Adam is an attorney who practices law in Los Angeles, California. He specializes in complex tax matters, estate planning, and personal wealth planning strategies for the ultra high net worth market. He is one of a selected few who is a Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the Board of Legal Specializations, California State Bar. In addition to practicing law, Adam previously worked for Wells Fargo Private Client Services, where he was the Director of the Wealth Planning Center, and Senior Wealth Planning Strategist for the state of California. In those capacities, he worked on the development and implementation of a sophisticated wealth planning platform. The techniques and tools developed by Adam are currently used by over 1,000 Wells Fargo relationship managers. Adam is an author and frequent lecturer on a variety of estate and wealth planning subjects. For five years he was an Adjunct Professor at the University of Southern California and is currently a member of the faculty with Lorman Educational Services. |
Drozdeck, Steven
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Steve is Founder and Chief Executive Officer of The Progress Center. He has applied his training approaches to numerous areas, including financial services, the military, education, private industry, and health care. He has trained over 60,000 industry professionals. A popular speaker at conferences, he has been featured on 23 financial services-oriented TV programs, as well as authored numerous books on sales and marketing, including The Broker's Edge, Managing Your Business For Success, Consultative Selling Techniques for Financial Professionals, The Effective Manager, Empowering Innovative People, Professional Selling, and What They Don't Teach You in Sales 101. In addition to being the creator of a Market Strategies course that has been taught to over 20,000 financial services professionals, Steve is also a regular columnist for Senior Consultant and Journal of Personal Financial Planning magazines. He has been involved in the financial services industry since 1974. |
Fisher, Lynda
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Lyn is President of Financial Forum, the only speaker's bureau in the U.S. specializing in the financial services industry. She is co-author of PR Savvy for the Financial Professional. Previously, she was the senior editor of Bank Investment Representative Magazine. |
Gretz, Karl
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Karl began his career in 1986 as a stockbroker with Merrill Lynch and then joined the Merrill Lynch training department where he developed numerous courses for the firm. In 1990 he formed his own training firm. He is co-author of The Broker's Edge, Managing Your Business For Success, Consultative Selling Techniques for Financial Professionals, The Effective Manager, Empowering Innovative People, and Professional Selling. Recently, Karl has created a complete sales team and sales culture for a major investment firm in Kuwait. Over the years, Karl has trained over 40,000 financial sales professionals. |
King, Brent
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Brent is a CPA in the firm of Cheal King & Assoc. He and Brian Cheal provide courses on basic tax issues such as year end tax planning, IRA, Roth, SEP, capital gains/losses, etc. |
Kurtz, Robert
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Bob is the Founder and President of Kray Management, which specializes in performance management systems for financial services companies. His expertise is in coaching and individual performance enhancement. Bob has extensive experience in the financial services industry, beginning in 1973, when he was a broker for Merrill Lynch. |
Mortell, Art
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Art is one of the most well known motivational speakers and sales/management trainers in the United States. He has helped tens of thousands of financial services professionals to deal with the day-to-day stresses of the job. He is author of three books, including The Courage to Fail, and his lectures are key components of management development programs at many firms. |
Napier, Kathryn
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Kathryn is currently a Sales Manager for WMA Securities and works extensively with new financial advisors. She has been a registered representative since 1987. |
Rattiner, Jeff
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Jeff is President of the JR Financial Group in Denver, Colorado. He has provided extensive CFP training programs for national and regional firms. Author of "Getting Started as a Financial Planner, and co-author of Practicing Financial Planning, Adding Personal Financial Planning to Your Practice, and Personal Financial Planning Library, Jeff is also a columnist for Financial Planning Magazine and editor for the Journal of Personal Financial Planning. Prior to his alliance with JR Financial Group, Jeff was the Director of Professional Development and Corporate Sponsorship for the Institute of Certified Financial Planners and the Director of Technical Standards for the Certified Financial Planner Board of Standards. |
Rosenstrach, Jerry
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Jerry helped found the Marketing Research Department of Merrill Lynch and was instrumental in establishing direct marketing and selling by seminar at Bache (now Prudential Securities). He has consulted for numerous financial services firms over the last 30 years, focusing on developing individually tailored programs for stockbrokers. He also spent six years at a small regional firm as Senior Vice President of Marketing and understands the mentality of the smaller firms' advisors. Mr. Rosenstrach has designed and implemented marketing and sales programs that have generated in excess of $100 million in revenue. In addition, he has worked in senior management at several not-for-profit, health care organizations. He is author of numerous articles and the book, A Marketing Primer for Home Health Care Professional. Mr. Rosenstrach is Vice President of Marketing for The Progress Center. |
Russell, Sheri
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Sheri has been involved in the financial services industry since the mid-1980s as an Account Executive, Operations Manager, and Wholesaler. She has coached hundreds of financial professionals in the development of their business practices. |
Thatcher, Dan
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Dan is Founder and CEO of the coaching and consulting firm, Thatcher Resources. A Certified Financial Planner since 1987 and designated as a CIMA since 1991, Dan received his MBA in Finance from Harvard Business School. With more than 18 years in the financial services industry, he has taken leadership roles in the areas of corporate finance, investment product development, marketing and training. His focus is on practice management, developing programs for individual brokers and their teams. Dan is currently Chair, Membership Committee, Investment Management Consultants Association ("IMCA"); member, Practice Management Committee, IMCA; and Partner, Strategic Solutions, Inc. |
Trone, Donald
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Don is the Director of the Center for Fiduciary Studies and President of the Foundation for Fiduciary Studies. With 15 years of experience as an investment consultant, nine years as a senior executive with SEI and Callan (two of the largest investment consulting firms in the country), Don has also co-authored two industry best-sellers: The Management of Investment Decisions and Procedural Prudence. Don's courses are focused on investment fiduciary responsibility and portfolio management, and are designed for investment advisors who are responsible for managing the assets of retirement plans, foundations, endowments and private trusts. Don takes complex legal and academic materials and synthesizes them into main principles which advisors need to understand and follow. Don presents a body of knowledge that is clearly articulated with practical methodology, designed for immediate advisor implementation. |
Winks, Stephen
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Steve is Co-Founder of The Society of Senior Consultants and Publisher of Senior Consultant, a publication which serves top-tiered senior consultants who advise 25% of all U.S. assets. He ran the third largest institutional and retail consulting initiative on Wall Street and managed most of the major product areas at Wheat First Securities. Many of these initiatives, created by Steve from scratch, accounted for over a third of the firm's revenues. Steve's experience also includes co-founding of Portfolio Construction Technologies, which pioneered the first internet-based, comprehensive investment process technology tied to a virtual real-time balance sheet and income statement. Steve speaks regularly at industry conferences and regional meetings of major financial services firms. |
Wright, Bruce
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Bruce Wright is the Founder and Chairman of The Wright Company. For more than a decade, America's leading financial organizations, elite professionals, and their clients have benefited from Wright's innovative Macro Strategic Planning approach to understanding and managing financial issues. Since neither Wright nor any of his competitors are involved in the sale or promotion of investment or insurance products, his insight is highly valued for its impartial "outside the box" perspective. A noted advisor, educator, speaker, and author, Wright is revolutionizing the financial services industry by providing dynamic, cutting-edge systems, tools, and techniques that help both professionals and consumers alike reach their goals and live the life of their dreams. Bruce is also author of The Wright EXIT Strategy. |
Woo, Mamie
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As Chief Technology Specialist for The Progress Center and Founder of Software Methods, Inc. (dba Lang's), Mamie applies her knowledge of computers, web design and business success strategies to the financial services industry. Her 25+ years of experience in computer automation technologies and business management strategies in a broad range of industries will enable The Progress Center to effectively and efficiently meet the needs of its clients. Prior to starting Lang's, Mamie served as Regional Software Manager for Olivetti Corporation USA and Learning Lab Supervisor for the Department of Mathematical Sciences, Virginia Commonwealth University. |
Other experts are on call for specific topics. We can also use departmental representatives from the firm to provide supplementary information and/or customization.
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Phone: (435) 753-8848