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Speakers

Neil Wood

Best Selling Author, Olympic Trials athlete, Top Secret role in U.S. Air Force, 5,000 high-impact, energized presentations, from welfare to self-made millionaire and owner of Optimist Island. "

Neil Wood’s dynamic seminars have helped thousands of people get inspired and reach their goals in business and life over the last two decades.

Neil’s focus is on Best Practices that includes ideas to help salespeople implement Consultative Selling,  communicate more effectively, gain more referrals, strengthen client relationships and retain more of their current clients and assets.

He has studied successful people for nearly 40 years and what he has discovered among these “winners” is that they share several common denominators. They are passionate and very clear about their mission and their goals, are open-minded to successful ideas and understand the best, most worthwhile use of their time. They have also realized that small positive shifts in their habits produce exponential changes in their life. Neil shares these habits that the Best of the Best apply to their business and life.

This year can be one of your best years of success ~ and Neil wants to help you achieve that!

  • Bullet-Proof Your Book of Business Against Robo Advisors and Competition
  • The Epic Transfer of $41 Trillion:  How To Retain your clients’ heirs as clients and not get fired by them
  • The Affluent Millennials: Who they are and what makes them different from your Baby Boomer Clients
  • The Best Practices of Successful Financial Advisors (based on my International 2014 Best Seller)
  • Consultative Selling Questions and Success Stories
  • Twenty Questions You Must Ask Your Clients
  • Creating Lifetime Clients By Understanding All Aspects of Their Life
  • How to Host and Master Client Events and Gain Referrals Each Time
  • Building Stronger Client Relationships = More Referrals and Assets
  • How to Market The Best Product You Have ~ YOU!
  • The 7 Best Success Tips from the Sales Superstars
  • The Winning Attitude and Habits of World Class Athletes
  • So What: How to Communicate More Effectively with Clients and Prospects

Thank you so much for speaking at the Wells Fargo, LPL Due Diligence Meeting last week. We just got the evaluation results back – and you got raving reviews!!! Out of all the evaluations, you had the highest average score: 5.04 (on a scale of 1-5, you received two 6’s)
Kristy Miller, Vice President  Business Development Consultant

“I have enjoyed a 20-year professional and personal relationship with Neil Wood. He has always brought an innovative and optimistic view to the Financial Services Industry and has the unique ability to build relationships with the very best advisors in our business and help them strategically grow and reach new levels of success.”
M. Darnell, Managing Director

“Neil has created an easy to follow GPS with a road map to success for financial advisors. His book and presentation should be a required read for all newly registered FA’s and serves as an excellent tune up for those of us who have been around for a while.”
Steve P, Merrill Lynch, San Diego, CA

“Neil has done a great job of consolidating some of the greatest ideas in practice management. If you can implement these ideas, over time you WILL have success.”
Ernest W, Raymond James & Associates

“Neil’s real life experience in helping people develop a successful business and personal life is very apparent in this presentation. Neil has filled all three of those roles with many top notch advisors. He is successful because he lives the way he advises…to the fullest.”
William P, Million-dollar Producer, LPL

A Partial List of Neil’s Clients

  • Merrill Lynch
  • LPL
  • Commonwealth
  • Ameriprise
  • Wells Fargo
  • Fidelity
  • ING
  • Bank of America
  • MetLife
  • EMC
  • Raymond James
  • First Command
  • Morgan Stanley

How many of you would like to have more fun, make more money and find more time?

This book is a parable about a guy that went searching for those three things and discovered the recipe for success! The main portion of The Best Practices of Successful Financial Advisors is a parable about a successful financial advisor that worked too hard and lost his love for his career. He found a personal coach that that introduced him to a number of experts that taught him how to have more fun, make more money and find more time. The format is much like Ken Blanchard’s best-selling books. Each chapter provides a recap featuring the main points discussed in the chapter and explains how to implement these best practices into your business.

The Best Practices Of Successful Financial Advisors: Have More Fun, Make More Money, and Find More Time

Travels From:  Massachusetts
City: Boston
$5,001 to $10,000

Biography

Neil Wood is the President at Neil Wood Consulting. He travels throughout the United States and North America as a keynote speaker sharing his expertise on how to strengthen client relationships, get introduced to high quality referrals, gain more assets and how to host successful client events. He has also given thousands of presentations on how to market yourself and your business more successfully, since he became a full-time speaker in 2000.

Professionally, Neil has spoken in front of more than 28,000 people over the last 14 years. His presentations are based on his extensive research, his own life experiences and experiences of the thousands of successful people he has met and interviewed in the last forty years. He has been involved in the financial services industry since 1987 and has learned by working with the Best of the Best in sales. Neil’s new book, The Best Practices of Successful Financial Advisors was published in 2014 and became an Amazon Best Seller in October. His goal is to teach salespeople how to find more time, make more money and have more fun!

Neil qualified for the 1984 U.S. Olympic Trials when he won the Clarence DeMar marathon in 2 hours and 17 minutes. His expertise in visualization, goal setting, discipline and positive thinking helped him expand his own comfort zone and create a happy and successful life. He is the proud father of three children and lives on Sunset Bay in Hull, Massachusetts.

 

Presentations

Robo advisory programs currently have $16 billion in assets but that’s expected to skyrocket to $255 billion by 2019.

Should advisors ignore the Robo Advisor programs like they did with the no-help/no-load companies or shall they take a stance, be proactive and find more ways to retain the clients and assets they’ve worked so diligently for?

Many top-producers have created a way to partner with the robo advisor programs to provide another level of service to their lower tier of clients. The advisor has many options but they should have a clear understanding of the robo advisory programs.

This could be another tool to help their clients and themselves. Who is the Robo target market? What are the fees? What are their strengths and drawbacks? How many companies are involved in robo advising? What should advisors learn so they can speak intelligently to their clients about it?

Your advisors will walk away knowing:

  • Who does Robo advising appeal to and why?
  • What are the strengths and weaknesses of these programs?
  • What major firms are embracing these programs for their advisors?
  • What do you have to gain or lose?
  • What is the underserved “forgotten middle?”
  •  Battle it or embrace it. It’s your choice.

An estimated $41 trillion will pass from one party to another over the course of the next 30 years.

The good news for financial services professionals is that many recipients will seek advice on how to grow and share their wealth with their loved ones. Unfortunately, over time many of these wealth transfers are not successful due to disharmony among family members, depletion of resources (due to treatment of addiction, divorce costs, foolish investments and derailed lives for example.)

Advisors can help with this transition IF they’ve established trust with most the family members as opposed to only their clients. If not, it is quite common (more than 92%) that family members fire their parents’ advisor upon an inheritance after a death of their parents. There are many actions that advisors can take now to help their clients’ families with a more successful transfer of that wealth.

This presentation covers numerous conversation topics and actions the trusted advisor can share to help preserve that wealth and help generations to come.

Sample Content:

  • Here’s the good news for your clients’ children
  •  New wealth arrives with many challenges for recipients and you the advisor
  • What you can do now to help this wealth-transfer go more smoothly
  • Expert resources to help you beyond your comfort zone
  • Know the BIG difference in the minds of Boomers vs Millennials and Gen X
  • Don’t be one of the 92% of advisors that get fired by the “kids” of their clients

The Affluent Millennials have arrived and they are NOT like your Baby Boomer or Affluent GenX clients.

Are You Prepared for the next generation?

Financial service providers face dramatic and historic changes over the next 20 years. An epic transfer of more than $59 trillion dollars in wealth to the 15.5 million Affluent Millennials will give them exceptional power as they reshape the future of the financial industry, business models and marketing strategies.

The firms that meet them within the Affluent Millennials social networks, their style of communication and approach will thrive, while other providers will likely fail miserably.

There are numerous differences between the Affluent Millennials, Millennials, the GenXers and Baby Boomers. Making the mistake of marketing to them like the other two generations will be like entering a Ferrari automobile race with a mini-van. Good luck!

This could be the next Great Generation and they are ready! The financial advisors that want a piece of this $59 trillion better be ready also.

AFFLUENT MILLENNIALS (AMs):

  • There are 5 primary factors AMs look for in financial service providers. Knowing these will help you succeed greatly
  • They are progressive and have an optimistic outlook for their future. Their levels of trust and confidence are unparalleled
  • There are 77 million millennials but only 15.5 million Affluent Millennials
  • They are control freaks and want to conduct research within social media before they make important financial decisions
  • Social-centric and open-minded to non-traditional investments
  • 72% believe that the sacrifices they make now will pay off ahead
  • 3x more likely than GenXers to establish a charitable foundation
  • They save a median 24% of each paycheck vs. 18% for GenXers
  • They want complete control over their final financial decisions but 87% value guidance and support from financial advisors
  • One-third of AMs don’t have a retirement account yet
  • Affluent Millennials are especially active on LinkedIn in these particular areas

Neil Wood is a motivational and inspirational speaker who speaks from his heart.

He grew up very poor, spent time in multiple foster homes and survived on welfare for many years as a young boy. Life at home was very challenging during his teen years, so Neil started reading books by Napoleon Hill, Norman Vincent Peale, Dale Carnegie and other motivational and inspirational speakers. These books helped him think more positively and have hope about his future.

He started working at 13 years old to help support his mother and siblings while his father was stationed overseas with the U.S. Navy Seals. When his father returned home and was able to support his family, Neil decided to leave home at 16. A friend’s family took him in as their foster son. That’s when Neil’s world changed dramatically for the better. He was finally surrounded with an environment filled with encouragement, love and happiness.

That environment set the stage for the next 43 years of success, passion and numerous accomplishments. That experience taught him how important it is to encourage, to think and act positively, to share kindness and to pursue your goals with passion.

Neil’s mission in life is to help others build confidence, set goals, discover where their passion is and to have more fun in life. He has spoken to more than 25,000 people over the years and is repeatedly rated at the top of the charts.

Highlights

  • US Air Force, Communications and Top Secret Clearance
  • US Olympic Trials marathon runner
  • 2-time marathon winner and New Hampshire Record holder at 2:17
  • Ironman finisher (visualization and attitude helps with this event )
  • Author of 2 Best Selling books on Amazon in 2014

Areas of expertise

  • Financial Advisor Practice Management
  • Asking for Referrals
  • Best Practices of Top Advisors
  • Communication
  • Client Events
  • Gen X
  • Millenials
  • Mental toughness
  • Attitude that Leads to Success
  • Inspiration & Motivation
  • Positive Thinking
© 2022 Ro Morrison & Assoc.