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Financial Advisors & Planners:
Would you like to fill your practice with higher-net-worth clients?

Are you purchasing list after list in hope of finding new clients?

The Prospect Finder will help you
Find and Connect with your best prospects.

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Propel Your Business to New Heights in 2009!

A One Day Intensive Designed Exclusively For You

January 27, 2009
8:30am to 4:30pm
The Rutgers Club, New Brunswick NJ

Are you serious about growing your practice in 2009?
Are you tired of wasting time on business development efforts that yield little or no results?

Join us for this one-day seminar event that will transform your practice:
Identify High Net Worth Prospects
Secure More Meetings with "A" Level Prospects
Create a Lasting First Impression
Develop a Rapport to Fast-Track New Client Relationships

Speakers:
Maria Semple, The Prospect Finder LLC
Caryn Kopp, Kopp Consulting LLC
Janet Cargill, J. Cargill Image Consulting
Jim Buro, Wall Street Speaking


Click here for complete event description and presenter bios.

Show a print version

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Tailored Training:  In-house programs & webinars available.

"The Prospect Finder and Maria's workshop give you the tools and techniques you need to find and approach your best prospects.  The resources presented in her workshop provide the insight and information that will allow you to save time and money while differentiating your practice well beyond what your competitors are doing."
Jim Buro, CFA, CFP®, ChFC, CPA 
President
Wall Street Speaking



Go beyond Google and harness internet resources that will help you GROW your practice and qualify client prospects.


You will learn:

  • Best practices for prospect research
  • All the strategies and techniques you need to find higher-net-worth clients 
  • A variety of no-cost and low-cost resources that are readily available to help you research prospective high-net-worth clients 
  • How to identify philanthropists and successful entrepreneurs in your community

Contact Maria Semple to schedule this dynamic seminar at your firm's location.

Click here to learn about upcoming webinars.



Downloadable & Interactive Prospecting Tools available, too.


PANNING FOR GOLD: F
IND HIGH NET-WORTH PROSPECTS NOW!
 

 Interactive easy-to-use flash drive.  Just plug & learn! 
 BONUS:  Over 120mb FREE disc space to use any way you wish!

                                                                                    

This unique and information-packed interactive prospecting tool will enable you to easily:

  • Learn the importance of researching client prospects
  • Launch directly to 75 specialized websites useful in prospecting on the internet
  • Find new client prospects in your own community
  • Identify successful family businesses & entrepreneurs in your community
  • Uncover philanthropists in your area 
  • Research referrals before calling upon them.

COST:  $49 plus shipping/handling fee. 

          Addl. 7% sales tax for NJ residents.

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Interactive Prospecting Tool
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Delivered to you on USB Flash Drive.

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