Horsesmouth > Network > Professional Development Experts

Top names in professional development show advisors how to become more personally productive, how to better communicate with clients and team members, and how to master business technology and professional etiquette.

Professional Development Experts

David Allen & Company
This consulting and training firm helps advisors increase productivity and control stress.

Leon Altman
Leon Altman is president of Altman Communications, a marketing and public relations consultancy with special expertise assisting financial advisors.

Bachrach & Associates
Sales trainer and coach Bill Bachrach stresses the principles of "Values-based Selling," and emphasizes building trust with clients.

Bill Bernstein/Efficient Frontier
Bill Bernstein is the editor of Efficient Frontier: An Online Journal of Practical Asset Allocation and author of The Intelligent Asset Allocator.

Bill Cates
Bill Cates, president of Referral Coach International, works with financial professionals who want to build their practices by fully mastering the referral process and understanding the lifetime value of clients.

Kevin Davis
An expert sales trainer and writer who specializes in teaching salespeople to become partners in every step of the customer's buying process.

Steven Drozdeck
Steven Drozdeck, principal of Drozdeck & Associates, offers sales, management and motivation training to financial advisors and branch managers.

Etiquette International
Etiquette expert Hilka Klinkenberg shows advisors how to use business etiquette and protocol to be more effective in their client entertainment and client management.

Financial Planning Association (FPA)
The Financial Planning Association is the leading professional organization in the field, and the successor to the merger of the Certified Financial Planners (ICEP) and the International Association for Financial Planners (IAEP).

Financial Psychology Corporation (FPC)
President and best-selling author Dr. Kathleen Gurney delves into the psychology of financial and investment behavior.

David Gustafson
David Gustafson, president of Break Through Dynamics, coaches financial professionals in improving their speaking and presentation skills. He has written a book titled You Are the Show: Present Your Ideas With Power and specializes in helping advisors work with PowerPoint and other visual aids to enhance their presentation delivery.

HedgeWorld
Provider of daily news, online tools, and database services to the global hedge fund and alternative investment industry.

Institute for Certified Investment Management Consultants (ICIMC)
ICIMC sponsors monthly live events featuring industry leaders who explore all facets of fee-based money management including transitioning, the investment process, money managers, portfolio construction and investment consultants serving the retail and institutional markets.

Investment Management Consultants Association (IMCA)
IMCA provides monthly articles and hosts live events covering investment strategies, business development techniques, practice management, and best practices for investment consultants serving the retail and institutional markets.

International Performance Group
Business coach Joe Lukacs offers advisors tangible, measurable success in developing their business plans, while maintaining a balanced lifestyle.

Jan Jasper
Training busy people to work more effectively since 1988, Jan Jasper, principal of Productivity Solutions, provides custom-tailored solutions to complex time and workload management problems.

Larry Klein
Larry Klein, a top-producing broker, CPA, MBA, and teaches advisors how to prospect with seminars. His company, NF Communications, Inc., produces programs that enable stockbrokers, financial planners, investment advisors, and insurance agents to master client-focused marketing.

Ed McCarthy
CFP and one-time broker, Ed McCarthy is a trainer/consultant and writer who helps financial advisors get the most value from hardware and software.

Steve Moeller
Steve Moeller, principal of American Business Visions, is an expert on marketing financial services to the wealthy.

Peter Montoya
President and founder of Millennium Advertising is an expert of personal marketing for financial advisors.

William F. Nicklin
Thirty-year, top producer William F. Nicklin shows advisors how to build and develop their business so they are favorably remembered and frequently referred by clients.

Ginny Pulos Communications
Communication expert Ginny Pulos helps advisors make their spoken and written presentations clear, concise, convincing, colorful and motivating.

Pusateri Consulting and Training
Pusateri Consulting and Training empowers Financial Entrepreneurs and organizations to discover and articulate their unique value.

Bill Smith
A 20-year producer with a major NYSE firm, Bill Smith writes business-building and motivational articles for brokers and financial advisors.

Ron Surz
Ron Surz, CIMA, is a veteran pension consultant and the president of PPCA, a computer software firm specializing in analytic tools for sophisticated investors.

wine.com
Master Sommelier and proprietor Peter Granoff teaches advisors about the art of wine.

Next: The Financial Advisor Community




	Top names in professional development show advisors how to become more personally productive, how to better communicate with clients and team members, and how to master business technology and professional etiquette.				Professional Development Experts David Allen & Company This consulting and training firm helps advisors increase productivity and control stress. Leon Altman Leon Altman is president of Altman Communications, a marketing and public relations consultancy with special expertise assisting financial advisors. Bachrach & Associates Sales trainer and coach Bill Bachrach stresses the principles of "Values-based Selling," and emphasizes building trust with clients. Bill Bernstein/Efficient Frontier Bill Bernstein is the editor of Efficient Frontier: An Online Journal of Practical Asset Allocation and author of The Intelligent Asset Allocator. Bill Cates Bill Cates, president of Referral Coach International, works with financial professionals who want to build their practices by fully mastering the referral process and understanding the lifetime value of clients. Kevin Davis An expert sales trainer and writer who specializes in teaching salespeople to become partners in every step of the customer's buying process. Steven Drozdeck Steven Drozdeck, principal of Drozdeck & Associates, offers sales, management and motivation training to financial advisors and branch managers. Etiquette International Etiquette expert Hilka Klinkenberg shows advisors how to use business etiquette and protocol to be more effective in their client entertainment and client management. Financial Planning Association (FPA) The Financial Planning Association is the leading professional organization in the field, and the successor to the merger of the Certified Financial Planners (ICEP) and the International Association for Financial Planners (IAEP). Financial Psychology Corporation (FPC) President and best-selling author Dr. Kathleen Gurney delves into the psychology of financial and investment behavior. David Gustafson David Gustafson, president of Break Through Dynamics, coaches financial professionals in improving their speaking and presentation skills. He has written a book titled You Are the Show: Present Your Ideas With Power and specializes in helping advisors work with PowerPoint and other visual aids to enhance their presentation delivery. HedgeWorld Provider of daily news, online tools, and database services to the global hedge fund and alternative investment industry. Institute for Certified Investment Management Consultants (ICIMC) ICIMC sponsors monthly live events featuring industry leaders who explore all facets of fee-based money management including transitioning, the investment process, money managers, portfolio construction and investment consultants serving the retail and institutional markets. Investment Management Consultants Association (IMCA) IMCA provides monthly articles and hosts live events covering investment strategies, business development techniques, practice management, and best practices for investment consultants serving the retail and institutional markets. International Performance Group Business coach Joe Lukacs offers advisors tangible, measurable success in developing their business plans, while maintaining a balanced lifestyle. Jan Jasper Training busy people to work more effectively since 1988, Jan Jasper, principal of Productivity Solutions, provides custom-tailored solutions to complex time and workload management problems. Larry Klein Larry Klein, a top-producing broker, CPA, MBA, and teaches advisors how to prospect with seminars. His company, NF Communications, Inc., produces programs that enable stockbrokers, financial planners, investment advisors, and insurance agents to master client-focused marketing. Ed McCarthy CFP and one-time broker, Ed McCarthy is a trainer/consultant and writer who helps financial advisors get the most value from hardware and software. Steve Moeller Steve Moeller, principal of American Business Visions, is an expert on marketing financial services to the wealthy. Peter Montoya President and founder of Millennium Advertising is an expert of personal marketing for financial advisors. William F. Nicklin Thirty-year, top producer William F. Nicklin shows advisors how to build and develop their business so they are favorably remembered and frequently referred by clients. Ginny Pulos Communications Communication expert Ginny Pulos helps advisors make their spoken and written presentations clear, concise, convincing, colorful and motivating. Pusateri Consulting and Training Pusateri Consulting and Training empowers Financial Entrepreneurs and organizations to discover and articulate their unique value. Bill Smith A 20-year producer with a major NYSE firm, Bill Smith writes business-building and motivational articles for brokers and financial advisors. Ron Surz Ron Surz, CIMA, is a veteran pension consultant and the president of PPCA, a computer software firm specializing in analytic tools for sophisticated investors. wine.com Master Sommelier and proprietor Peter Granoff teaches advisors about the art of wine. Next: The Financial Advisor Community