Rate Your Prospect Attraction Plan


Robert’s keynote and workshop messages create a desire within audience members to refocus and energize their efforts. He delivers real insights and specific steps for advisors wanting to create greater personal market recognition, appeal and dominance. His humor keeps the audience attentive. Any advisor can easily adapt his masterful prospect attraction strategies called PACC, which he centers his presentation around. He has fun with his audience, getting them to constantly respond by yelling the word “PACC,” when repeating this statement throughout the presentation, “Taking a trip is always more enjoyable when you first PACC.” He proves through the PACC model that prospect attraction is your number one leverage for higher sales production. He tailors his presentations so that audiences can apply his knowledge directly to their specific needs. He also consults and produces company specific local prospect attraction systems that teach advisors how to successfully open doors to prospect markets.

Some of the tangible benefits gained from his speeches, workshops, and consultations include the expertise to:

  • Identify today’s most profitable and accessible local prospect market
  • Gain welcomed access to the prospect, eliminating NOs to appointment requests
  • Implement Activating Events that create relevancy to your market prospect
  • Establish a locally defined business Characteristic Uniqueness that is visible to both clients and prospects
  • Gain increased confidence, knowing that you have outclassed the competition
  • Build a personal and unique business image that makes people want to get closer to YOU
  • Avoid ineffective marketing techniques that waste time and money
  • Build deep loyalty in client relationships
  • Create an ongoing source of easily accessible referrals

Robert has a lifetime of first-hand experience, both as a financial advisor and as a Master Agency Award Recipient, building one of the 100 largest financial firms in America. As a marketing consultant and a sought-after speaker, he helps individuals and organizations grow their business in today’s unique market environment. He is author of three books, Identity Branding – Creating Prospect Attraction, Brilliant Strategies and Fatal Blunders – How to Survive and Thrive in an Overcrowded Market, and Please…Make ME a little bit FAMOUS! - which Ivan R. Misner, Ph.D, Wallstreet’s #1 Best Selling Author, calls “Brilliant. A Masterpiece.”