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Whether it’s keeping up with trends or discussing new perspectives on relevant topics, our firm is dedicated to providing sound information to people who are concerned with earning more referrals, becoming top producers, and delivering world-class service etc. Along the way, we like to have some fun, too.

For availabilities and details, Call (877) 421-5593 or email Andrew Hinkle at ahinkle@platinumstrategies.com

Thomas Fross

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Robert Fross

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Speaking Topics

7 Traits of Million-Dollar Producers

No one is more qualified to teach advisors how to reach 7-figure production than someone who has actually done it. Given by industry leaders, Thomas Fross or Robert Fross, this presentation teaches 7 specific action steps that can transform an advisor’s business.

  • A proven systematic sales process used by multi-million dollar producers
  • Perspectives which advance your marketing
  • Detailed next steps to transform your business

Master of Your Market

Every market has unique characteristics. The world’s leading advisors aim to understand these characteristics and then adapt their personal brand so it appeals to a specific audience. More than that, they articulate a compelling story that attracts their ideal client. This presentation teaches advisors how to stand out in their market and be known as the go-to source for financial advice and guidance.

Work Smarter, Not Harder, By Carving Out A Niche

What is your niche? Doctors, Women, Professionals, Retirees, or everyone who breathes? Afraid to miss a single opportunity, most advisors strive to make their practice appealing to every potential client. Unfortunately, this thinking is flawed because it overlooks an important fact: Investors prefer to work with advisors who specialize in helping people with situations similar to their own. This presentation will show you how to carve out a profitable niche.

Constructing A Marketing and Communication Plan That Works – And Fits Your Budget

With the abundance of marketing and communication ideas floating around, it can be hard to pick the ones that will really work for your business. This presentation will evaluate the success of popular strategies to determine what truly works, and will help you decide which ones are right for you. Attendees will walk away with a rough draft of a written marketing plan.

Getting In Front of the Prospects You Want

Intimate social events, educational events, charity events, and large group events based on a variety of activities can all be effective for building client relationships and generating business. Unfortunately, though, there are also dangerous pitfalls that can make them a total waste of time and money. This presentation will teach you how to host prospecting events that really work.

How Advisors Can Actually Generate Leads With Social Media

While most advisors would quickly agree that social media has value, few are actually generating leads with this ever-growing area of technology. This presentation will teach six specific strategies for generating quality leads with Facebook, LinkedIn, Twitter, and through video marketing.

5 Steps to Endless Referrals

Advisors who receive a steady stream of high quality referrals follow a core set of disciplines that are proven and replicable. This talk will present each of them in an easy-to-follow, 5-step process that all attendees will be equipped to implement as soon as they return home from the event.