Customized Keynotes and Workshops that Deliver Long-Term Impact
Are you looking to build deeper connections with your current clients, customers or members? Grow your investment program to enhance your service offerings? Assist your financial advisors and staff with delivering an extraordinary client experience? Support your baby boomer customers or members with their transition to retirement?
With a financial industry background spanning more than 35 years, Gary will tap into his extensive knowledge and skills within the financial institution and credit union system to deliver customized presentations for your meeting, workshop or conference.
He will provide attendees with actionable processes, constructive ideas and time-tested solutions for building value-added services that further enhance the financial institution’s relationship with their clients. For customers and members, his practical messages for how to live your best life in retirement are well received.
As a certified business coach, Gary has worked with hundreds of organizations and thousands of financial advisors, assisting them with the continued development of their investment, retirement and financial planning practices. His wide-ranging experience in financial services will serve your audience well as he turns his attention to building a results driven presentation for your meeting.
Recent Financial Institution Industry Presentations
The Face of the New Retiree – Baby Boomers Have Arrived
Building a Business that Lasts – Client Advocacy Programs
Branding Your Investment Business for Success – Creating the Power of Pull
Build a “Stir the Pot” Marketing Program – Getting the Word Out on Your Investment Business
Managing the Dynamics of Emotion in Retirement Planning
A Road Less Traveled – A Path to Increased Results
Presentations for Financial Institution Customers and Credit Union Members
The Rite of Passage – Steps to Your New Retired Life
A New Vision of Retirement – Your Ideal Plan for Work and Leisure
The Six Transitions of Retirement – Navigating Your New Realities
What People are Saying About Gary’s Presentations
“Gary brought a fresh practice management perspective to our advisors. With no preconceived ideas or cookie cutter lectures, Gary worked with the team to design a customized presentation meeting the needs of our advisors and management staff. His extensive industry knowledge and coaching background allowed him to provide information that resonated with all in attendance.”
Alex S. – Director of Financial Institution Programs
“This presentation was exactly what I needed to jump start my business. Gary gave me specific ideas to begin implementing on Monday morning. I can’t wait to get back to the office.”
Advisor – SWBC Investment Services, LLC
“What perfect timing! My husband and I are recent retirees and were just discussing many of the topics Gary covered in his workshop.”
Sharon G. – Credit Union Member
To Schedule Gary for Your Conference or Workshop
9901 Brodie Lane
Suite 160, PMB 258
Austin, TX 78748
Sign up for our blogs and podcasts.