Build a Lucrative Business in Any Economy...

Hosted by...

Dr. Lynda Falkenstein 
aka "The Niche Doctor"

Mark Garrod, MBA

Author of NICHECRAFT- Using Your Specialness To Focus Your Business, Corner Your Market, and Make Customers Seek You Out, the "Niche Doctor" is the foremost authority on creating niches that drive today's most successful businesses.

As the Managing Partner of The Practical Investor, LLC, Mark specializes in keeping his business partner Tony Cherniawski focused on the critical Above-the Line activities in his role as portfolio manager. 

Now you can gain critical business development tips and information without ever leaving your home or office. NicheTalk is a seminar conducted by telephone exclusively for financial service professionals wanting to build serious businesses in the face of unprecedented economic and technological change. Each NicheTalk session addresses issues critical to your success.Fabulous for Independent Reps and Solo-Practice Financial Advisors!

Register for One Session
 or the Entire Series!
(ENROLLMENT IS LIMITED)

OCT. 
 22

 COMPLETED-Claim Your Niche NOW! 
Create the niche that builds a lucrative business in any economy, gives you the precious time to serve your clients with excellence, gets you more of the right clients, and allows you to have the life you've dreamed of. (Dr. Lynda Falkenstein, aka "The Niche Doctor")
NOV. 
12		 COMPLETED-Making Every Client a Profit Center - Today and Forever 
Matching your compensation structure to your clients' needs and to your personal advisory style. While some commissioned sales result in a long-term profitable relationship, many simply result in a "service-liability" that lasts forever. Incorporating alternative pricing methods into your practice can help eliminate "pro-bono" work. (Mark Garrod, MBA)
NOV.
26		 COMPLETED-Marketing Strategies that Make You a Household Word
 Even the most sensational niche can wind up going bust if it is invisible. Paramount to any Representative's success today is being highly visible with the right people. This session details the most powerful marketing strategies for turning an ordinary financial service practice into a lucrative and enduring business. (Dr. Lynda Falkenstein, aka "The Niche Doctor")
DEC.
10		 COMPLETED-Fill Up Your God-Box: Taking Control of Profit-Draining Distractions
 It is unlikely that there is a pattern to the interruptions and distractions demanding your attention daily. Without a system for taking control, your profits (and fun) can fly out the window. This session offers simple, yet effective ideas that will allow you to gain control of your day and keep more on your bottom line. (Mark Garrod, MBA)
JAN.
7		 COMPLETED-A-Z Alliance Marketing — the Million Dollar Strategy that Costs Only Pennies
 Among the most powerful and least understood marketing strategies, Alliance Marketing should be an ally of every successful financial service professional. Anything less is leaving money on the table. And lots of it. This session explores specific ways you can implement Alliance Marketing to grow your business quickly and inexpensively. (Dr. Lynda Falkenstein, aka "The Niche Doctor")
JAN.
21		 COMPLETED-Above-the-Line Strategies: Applying Your Unique Skills to Critical Activities for Profit!
 We all need an occasional nudge to keep us focused on the right things. This session will help you clarify the list of activities that bring profit to your firm, so you can re-dedicate yourself to your goals. As importantly, we will uncover bad habits that waste our time and leave us short-changed emotionally and financially. Increase the fun and profitability of your practice by focusing your talents Above-the-Line.(Mark Garrod, MBA).
Feb.
4		 Taking the Next Step Toward Office Automation
 Some of the best practice management ideas come from other advisors. This could not be more true than with Greg Friedman CFP, a fiercely independent solo practitioner from Novato, California.
     Frustrated by the lack of an integrated office management software package suitable for a financial advisory practice, Greg set out on a mission to create a user-friendly computer program that would give him control over:
          - client and contact management
          - practice management (work flow within the office)
          - marketing
          - compliance issues
          - customized reports
     After two years of R&D supported by a professional programmer, Greg implemented an office automation computer program that would eventually become Junxure-i (tm). Join us at NicheTalk on February 4th (2:00 p.m. Eastern Standard Time) to hear Greg's story about how automation vaulted his business to the next level.

 Times:

 11:00-Noon PST

  2:00-3:00 EST
Location: Your Telephone

Cost:

 $79.00  each session

FREE to SIGMA Financial Corporation and Flexible Plan Investments, Ltd. Reps. Ask YOUR Broker/Dealer how you, too, can attend at no charge!

 

 

Brought to You in Cooperation with:
 
For More Information, Call (503)228-6776 or visit our
website at www.falkenstein.com