When you write for the industry's leading magazines, you've written a couple of books and you consult with financial advisors across the country, it makes sense that you speak at conferences and meetings.

I've been fortunate to have wonderful financial services companies sponsor me to speak at conferences and meetings across the country. It's fun when I can share marketing ideas and concepts with groups and see the light bulb of learning go on. My programs are educational as well as entertaining. We know that people learn more when they have fun, so we find ways to make marketing fun.

My programs range from keynotes to break-out sessions. We have a wonderful variety of programs that we customize to meet each our client's specific needs.

Send Lydia an email now and find out more about how we can put our great programs to work for your next meeting! (206) 774-8856

To increase the sales and awareness of our sponsor's products and services while educating advisors on how they can build their clientele and residuals through simple effective marketing efforts.

• Financial Advisors have limited marketing/advertising budgets.
• Financial Professionals have a higher interest level in money, investments, regulations and accounting than they do in marketing.
• Most Financial Advisors have very limited marketing training and experience.
• Most Financial Gurus would like to increase sales with minimal up front cost.
• The financial industry is becoming more and more competitive each day.
• Each day, Financial Consultants have more investment choices to make. The number of choices is skyrocketing!
• Our sponsors would like to have an increased awareness and an improved positioning in the financial industry.
• Our sponsors know that Financial Advisors need marketing assistance but it must be effortless for them to implement.
• Our sponsors know that by providing a third party marketing expert, it improves their credibility and increases the perceived value of the programs.

For Our Sponsors

• Increase existing Financial Advisors' sales.
• Establish loyalty with new advisors.
• Increase awareness by target markets.
• Increase Financial Advisor interest in recommending sponsor's products.
• Differentiate our sponsors from the competitors by offering value-added programs.
• Support Financial Advisors with effective marketing training programs.
• Maximize sales to existing clients.

For Participants

• Increase their sales!
• Help reduce the marketing fears and frustrations they have.
• Generate more high-quality referrals.
• Find ways to better serve their clients and potential clients.
• Reduce their marketing headaches.
• Improve their understanding of marketing.
• Decrease Financial Advisors' cost per sale.

• Increased sales.
• A comprehensive, high-quality turnkey marketing solution to help increase their sales and build loyalty.
• Marketing information via enewsletter sent to participating advisors.
• First right of refusal on sponsorship of national programs.
• Raised awareness of our sponsor's products to their target markets.
• Promote incremental sales by existing accounts.
• Premier value-added service to offer current clients.
• Source of marketing expertise for newsletters, trade shows, seminars, articles, etc.
• Giving the Internal Wholesalers confidence when making appointments after the seminar. A relationship has been established with the Financial Advisor no longer making it a cold call.