coach coaching About Us Contact Us business coaching
personal coaching
professional coaching
Coaching Benefits
Coaching Program
Your Coach
Insurance Distribution
Cost
sales coaching performance coaching life coach success coach personal coach business coach financial advisor coach
business mentor
About Larry Klein
Larry Klein
Larry Klein, CPA/PFS

Larry Klein is considered by many to be the foremost expert in marketing financial services to seniors, the segment that controls 70% of US assets yet comprises only 17% of the population. He is co-developer of Advanced IRA Distribution Training (www.iraexpert.net) and developer of the Certified Retirement Financial Advisor™ Training (www.crfa.us).

Over 20,000 financial professionals have benefited from Larry`s marketing systems to increase their affluent senior clientele and increase their income.

Mr. Klein started his career as a CPA with a "Big Eight" accounting firm and moved into advising retail clients as a Vice President of Investments at Great Western Financial Securities and Prudential Securities (where he was in the top 5% of producers nationally).

Larry has been an invited speaker at leading venues such as the Charles Schwab Advisor Conference, the NAIFA Financial Advisors Forum, and the Million Dollar Round Table.

He has been interviewed on CNNfn and in industry publications including On Wall Street, Registered Representative Magazine, The Agents Sales Journal, Research Magazine, and Financial Advisor Pro, and writes columns for Financial Services Journal Online, Horsesmouth, and Wall Street Online. In these industry publications, he counsels financial services professionals how to use smart and efficient seminars, direct mail, and direct response marketing to obtain substantial increases in their income.

He is the author of Marketing Financial Services to Seniors, Retirement Investing, Asset Protection and Wealth Preservation, 400 Greatest Financial Jokes, How To Become A Million Dollar Producer and What They Don't Tell You about Handling Your IRA and a number of booklets on financial topics for senior investors.

 
Site Map
 

 

© 2008 Performance Coaching for Financial Advisors and Financial Planners
inquire(at)larry-klein.com