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Presentation Topics:
Current Presentations Offered:
Marketing:
"The 10 Cornerstone Principles of Marketing"
"Referrals - The Marus Method"
"Financial Planners. Are They Really Needed?"
Tangible Assets/ Insurance/ Investments:
"Advising the Very Affluent - Beyond Equities"
"TSAs - A Primer for Educators"
"Rare Coins and Trusts"
"Numismatics and Bullion - The Essential Differences"
"The Pricing of Rare U.S. Coins - Complete Basics for the Financial Advisor"
Regulation and Compliance:
"NASD 3040 and 3030 - Basics for the Registered Representative"
"How to Protect Your Assets: Tips on Fraud Loss Prevention"
"The Use of Tangible Assets in Qualified Plans"
Some courses qualify for Continuing Education Credit for RFC, CFP and CPA. Please contact us for details.
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