Speech, Workshop and Consultation Topics
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1. Targeting And Acquiring Affluent and Wealthy Clients
Opening closed doors to successful business owners, professionals, and the wealthy requires a specialized knowledge. Knowing how they interact with one another is only the first step. Based on his many years of business experience with affluent and wealthy people, Richard shows the audience how to target, access, and develop profitable business relationships with them. His best-selling book on this topic, Opening Closed Doors—Keys to Reaching Hard-to-Reach People, published by McGraw-Hill, has sold over 100,000 copies.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Product Support :
Hardcover Book: Opening Closed Doors
CD's : Unlimited Prospects
2. Enhancing Your Understanding of Affluent and Wealthy People
The affluent and wealthy are different. Building long-term, mutually profitable relationships with them requires an understanding of how they define value, make purchase decisions, and the psychological needs that drive and influence their behaviors, expectations, and preferences. Richard integrates into his consultations and presentations specific strategies and tactics the audience can use to apply this new insight into their marketing, sales and relationship strengthening activities.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Testimonial:
"Spectacular - packed with wheat, no chaff! Great info, insight and enthusiasm."
R.R. President
Million Dollar Round Table
3. Setting Yourself Apart In The Affluent and Wealthy Marketplace
Richard breaks through the traditional thinking that surrounds positioning and promoting to the affluent and wealthy. He creates a new level of awareness of what affluent and wealthy people value and prefer. He explains to the audience how to set themselves and their firm apart in this complex and competitive marketplace. Audience members will discover how the affluent and wealthy want those they do business with to be positioned. Richard shows the audience how to be sure they and their messaging connect to these over-marketed individuals.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Testimonial:
"You addressed so many issues that really hit home with the audience. When you can keep an audience like ours riveted to their seats until 5:00 pm, you have accomplished quite a feat."
M.F.
Insurance Conference Planners Association
4. Increasing Your Momentum As A Team
Accommodating the desires of the affluent and wealthy for convenience and one-source answers often requires a team focus and/or strategic alliances. This presentation delivers the key strategic and tactical applications leading teams use to win additional business. Specifically the roles and responsibilities of team members and how they communicate and keep each other informed is discussed in detail. Richard teaches team members to see their collective value from the successful and wealthy client's point of view. In addition, he explains how the leading teams he has worked with in the financial services industry market their value, and cross-sell products, services and their platform successfully. In summary, he brings a new understanding to team members on how they can become a leading team and ultimately lengthen their lead.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Product Support :
CD: Move Yourself To The Next Level
Testimonial:
"Your address to our Management Association was outstanding. Never before has our membership formed an impromptu receiving line to congratulate a speaker! Your address really hit home."
B.M.
Gulfstream Aerospace Corporation
5. Wringing More Profit Out Of Your Business
Most sales professionals are so busy running the business that they don't invest the time or effort necessary to grow the business. This presentation is designed to help change that pattern. Using real life examples, Richard demonstrates how the audience can expand their business profitably. He will address key issues such as how to focus marketing efforts for maximum return on dollars, time and effort invested and what resources can be leveraged to create consistent and results-driven growth. Richard will educate the audience on the strategies and tactics necessary to overcome the obstacles that prevent the development of their business to its true potential.
Speech: Up to 2 hours Click here to listen
Workshop: 2 ½ -6 hours
Product Support:
Hardcover Book: Opening Closed Doors
CD: Move Yourself To The Next Level
Testimonial:
"Richard was by far the most prestigious and professional marketing speaker Jazzercise has hired in our 27 years. At conventions and business conferences, the participants walk away informed and enthused! His professional instruction and participation in our Jazzercise Power Marketing video provided a wealth of information and has been a great marketing tool!"
Jan Kinney
Jazzercise Inc. Vice President, Corporate Operations
6. The Power To Make Things Happen: Traits Of Successful Entrepreneurs
Richard has spent a lifetime as an entrepreneur in the affluent and wealthy marketplace, working both independently and in partnerships. He has a unique awareness of the importance of understanding what it takes to develop a successful business and live a fulfilling life. Using powerful and convincing anecdotes, he illustrates the key strategies for real success. He challenges the audience to think about how they can evaluate their current achievements and commit to the changes that they need to make to further grow their business and live a successful, balanced life.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Product Support:
4-Message CD: Move Yourself To The Next Level
Testimonial:
" You did a super job in relating to our people. You not only gave them information, but also a lot of the "how to's" The statement was made to me by several of our leaders that the session you did was the best we have ever had."
A.H.
Premier Design, Inc.
7. Leading Others Successfully Through Complex Change
Change is constant in today's marketplace. The objective of this presentation is to create an environment of education and interaction to facilitate the implementation of change. Audience members will learn how to be a champion and steer their team in the right direction during times of flux. Richard teaches leaders how to commit to change, acknowledge the issues, and stop the excuses. He explores the challenges team members face and what they want and need from their leaders during times of transition. He shows the audience how to manage complex change and resolve negative issues and responses. Richard shares from his experience how your leaders can create a motivating and encouraging environment. Richard will also illustrate how to coach with confidence and chart the right course for successfully navigating change.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Testimonial:
“The interactive nature of your message made it relevant to those who battle for our organization every day. Your speeches are a constant reminder that our current situation is only what we make of it. We appreciate the contribution you have made to our commitment to winning.”
R.N.
Merrill Lynch.
8. Recruiting Quality People
This presentation will renew management's ability to communicate the extraordinary value of their opportunity. They will learn that in recruiting activities the magic is in the mix, and that a well thought out plan delivers the actions needed to achieve results. To create a platform for change in recruiting activity and results, Richard explains how to focus on recruiting the right people in the right way. Managers will be equipped with new strategies and will be re-energized with new enthusiasm for making recruiting part of their daily business growth plans.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Product Support:
Learning System: Target Recruiting Quality People
Testimonial:
"The Regional Officers Management Conference will be remembered as one of the best ever! Thank you for your participation. There were real opportunities to learn from your presentation."
D.K.
LIMRA International
9. Creating and Motivating High Achievers
This presentation is designed to create a new understanding of the motivational needs of people. Richard illustrates the importance of establishing a motivating environment that rewards and retains key producers. He demonstrates how to motivate people from within by applying the psychology of motivation in daily interactions with them. He shows leaders how to overcome complacency in their organization. In summary, he articulates the keys to developing high achievers together with the proven strategies that hold producers accountable for activity and results.
Speech: Up to 2 hours
Workshop: 2 ½ -6 hours
Product Support:
CD: MOVE YOURSELF TO THE NEXT LEVEL
Testimonial:
"The evidence is clear that your presentation was by far the most worth while. I was highly impressed with the comments that came on the evaluations. Phrases like, 'worth the trip,'one of the best, 'great ideas,' the reason I came,' 'better than I thought he would ever be."
M.R.
New England CLU & CHFC Conference
10. Vision: The Power To Focus On The Future
This compelling presentation demonstrates how the power of vision creates positive change in business and in life. Richard shows the audience how to overcome fear, uncertainty, and doubt and find the inspiration to move forward. Drawing on his own life experience of being orphaned at the age of 6, the audience learns that rewards come to individuals who consistently focus on the future, not the past. Specifically, he will help them identify their goals and commit to the actions necessary to follow through on their decisions.
Speech: Up to 2 hours Click here to listen
Workshop: 2 ½ -6 hours
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