Investment Management Firms have found that bringing a Mike Pinto Value-Added presentation to their Advisor Client Companies is an effective way to target new business and see traceable incremental business as well. It is also an excellent method of strengthening valued relationships with financial advisors and financial planners.

Mike Pinto provides presentation sponsors with unique marketing opportunities as well as a suite of action support tools for consultative selling.

Benefits:

• Increase existing advisor sales
• Establish loyalty with new advisors
• Promote incremental sales by existing accounts
• Premier value-added service to current clients
• Increase advisor interest in recommending sponsors products
• Differentiate your firm from the competition by offering value added programs
• Support advisors with effective marketing training programs
• Giving external and internal Wholesalers confidence when making appointments following the presentation. With a relationship established the Advisor is no longer making it a cold call.

Retail Financial Services Firms

Brokerage Operations, Security firms, banks and insurance company’s can provide Mike’s presentations directly to their employees. Firms can also partner with third party sponsors to provide a Mike Pinto presentation to their advisors.

Mr. Pinto has had the opportunity to speak to top producing Financial Advisors with major wire houses and independent Broker/Dealers with rave reviews. He has also acted as a branding consultant to hundreds of Top Producers in the design of their marketing strategies. Clients include:

• Ameripise Financial Services
• Bank of America
• Bank of Marion
• Canada Trust Bank
• Carroll Financial
• Capital Wealth Management
• Chase
• Countrywide
• ING Financial Partners
• John Hancock Funds
• John Hancock Annuities
• John Hancock Financial Network
• Lincoln Financial Network
• LPL
• MFS
• Merrill Lynch
• Morgan Stanley
• National Assoc. of Insurance and Financial Advisors (NAIFA)
• Oppenheimer & Co.
• Pulte
• Smith Barney
• Stifel, Nicolaus and Co.
• Solomon Brothers
• UBS Financial Services
• Washington Mutual
• Wells Fargo

Non-Financial Services Motivational Clients Include

• Beazer Homes
• Centex Corporation
• Hyatt Hotels
• Lewis University
• Pulte Corporation
• St. Josephs College
• Waste Management Corp.
• WCI