Top Producer - Products & Services

Would you like to increase your productivity by 20% - 50%. The Broyles Top Producer System is built upon the ten “habits of success” distilled from the highest-performing top producers in the securities business and authored by Phil Broyles, the nation's leader in financial professional productivity. The basic principles of this course are appropriate for financial professionals at any level of production and experience. Bottom line... it works! For more information on The Broyles Top Producer System, click here.

• CAPTURING IRA ROLLOVERS

Introducing a complete system for building your IRA rollover business: a self-study course where you'll learn the rules and regulations governing lump sum distributions so that you can develop a proven marketing plan for achieving bottom-line results. Unlock the door to one of today's most important, dynamic, and lucrative markets. Production gains of at least 15% to 50% are commonplace. For more information on Capturing IRA Rollovers, click here.

• IRA STRATEGIC PLANNING

IRA assets alone have topped a whopping $2.9 trillion. Now more than ever you need to arm yourself with the knowledge that can help you capture your share of this powerful and growing market. Top Producer is pleased to announce our all-new, unique IRA program, IRA Strategic Planning. We have created a program that focuses on what many consider the key topic of the 00's: helping clients “supercharge” their IRAs for themselves and their loved ones. For more information on IRA Strategic Planning, click here.

• CERTIFIED IRA SPECIALIST™ DESIGNATION

Over $400 billion is being distributed in lump sum distributions each year. In your market it is likely that $1 billion to $3 billion is “up for grabs” each year.

People receiving distributions are choosing to work with advisors who are experts in the rules and regulations surrounding IRA rollovers.

To impress your clients with your expertise, get the designation that means the most to them: Certified IRA Specialist™. This designation tells your clients you know more about rollover IRAs than anyone else. It helps you earn their business. For more information on Certified IRA Specialist™, click here.

• PRODUCTIVITY WORKSHOPS & KEYNOTE ADDRESSES

Does your firm need a top presenter for an upcoming sales or manager meeting? Phil Broyles, Walt Scherff, Jack Litzelfelner and Noel Nelson all have special topics that motivate and inform 20 or 200 meeting participants. Call us at 1-800-486-6002 to discuss your specific needs or e-mail us. We will tailor a presentation to your needs! For more information on Productivity Workshops and Keynote Addresses, click here.

• PREMIER ADVISOR

A unique client communication system tailored to investment professionals. Set yourself apart and be the Premier Advisor your clients look to first and refer to others. This marketing piece will help you convert more customers into clients. Build client loyalty. Open more accounts— generate new assets, client loyalty and qualified referrals.