Michael Carpenter has an outstanding reputation for helping Investment sales & marketing professionals, financial advisors, and their firms:
The”Risk-Wise”®Advisor Programs offer an array of first-of-their-kind, modular, financial advisor educational and business building workshops, programs & presentations that address risk, risk management, and risk communication in a non-technical, user friendly way that resonates with clients.
“Just a quick note to tell you how much I appreciated you putting together the finest sales/training meeting I’ve ever attended at my firm. It was outstanding.”
– Top Wirehoue Financial Advisor
“Your presentation at our recent conference was excellent. We’ve already received numerous compliments from attendees that your presentation was the best of the day. Thank You.”
– Chairman & CEO of an Independent B/D
“Thanks for inviting me to your meeting at Harvard, for all the work you did in organizing and hosting it, and for making it such a memorable meeting and valuable investment.”
– Top Independent Firm financial Advisor
“I learned more at your meeting in a few hours, about your company and how to become more successful, than I have in many months working with other firms. Thank you very much.”
– Top Independent Firm financial Advisor
Michael’s Client List Includes…
The Risk-Wise Investor: How to Better Understand and Manage Risk
FPA, Journal of Financial Planning Book Review by CFP, John Ford
“Fixing The 5 Biggest Mistakes Planners Make Helping Clients Manage Risk” – by Mike Carpenter The Journal of Financial Planning, November 2014
“Help Investors Make Better Risk/Reward Decisions” by Mike Carpenter The Journal of Financial Planning, May 2013 issue
“Improve Client Trust and Communication In Volatile Markets” – Journal of Financial Planning
InvestmentNews, Are You Ready for the Next Normal, August 25, 2003
InvestmentNews, Helping Investors Manage Risk Is Critical, March 22, 2004
Keynote speaker Michael Carpenter‘s specialty is enhancing the impact, effectiveness and success of investment management firms, investment sales & marketing professionals and financial advisors in bull, bear & uncertain markets.
Mike’s first-of-its-kind, product-neutral, holistic, user-friendly “Risk-Wise” method shows investment professionals how to attract more business more easily by helping investors better understand, demystify, and manage the risks they face risks, rather than have those risks control them.
Mike is a 35-year veteran of the local, regional, and national levels of investment industry. Mike is nationally known for his thought leadership, creative sales and marketing methods, unique investment insights outstanding presentation, business building and training skills.
Mike wrote the first of its kind book, The “Risk-Wise” Investor – How to Better Understand and Manage Risk.
He has conducted hundreds of workshops and presentations for investment professionals and their clients on a range of subjects, including practical, user-friendly ways to de-mystify and manage the risks of our more volatile and increasingly less certain world.
Mike’s articles have appeared in national industry-wide publications including The Journal of Financial Planning, The NAPFA Advisor and InvestmentNews.
Rather than fight or fear the accelerating pace of world-wide change and the uncertain economic & market conditions, and increased volatility it generates, this program introduces a proven way to turn tumultuous markets, risk, and uncertainty into powerful forces that actually help business.
In this dynamic presentation, your advisors will discover…
Why the current economic and market environment is the greatest business building, and asset gathering opportunity in our lifetimes, and how to take advantage of it.
Structure your business so uncertainty, instability & volatility actually benefit your business and make it easier and stronger by attracting more clients, more assets, and more success.
How to help investors manage their own deep-rooted & detrimental misperceptions of risk, that make it extremely easy to unknowingly set themselves up for misjudgments, lost opportunities, and/or painful negative surprises
Why and how advisors can build investors’ confidence and trust by adjusting their investor communication methods during inevitable periods of market turmoil, wild volatility, increased investor anxiety, and fear.
Become a true, high net worth investor “magnet” by helping them meet their most urgent & pressing unmet need.