"Tell Me More" is based on our firm's research with John Evans (Screenwriter) and Bob DeRosa (Screenwriter) in October 2011. Invesco Distributors, Inc. is not affiliated with either John Evans or Bob DeRosa.
"Boardroom Presenting" is based on our firm's research with Jim Morel of JAM Consulting (2000) and Maslansky + Partners (2007-2011). Invesco Distributors, Inc. is not affiliated with Jim Morel, JAM Consulting or Maslansky + Partners.
"Boardroom Personalities" is based on research conducted by Advisor Insights, Inc. (2000) and JAM Consulting (2000). Used with permission. Invesco Distributors, Inc. is not affiliated with either Advisor Insights, Inc. or JAM Consulting.
"M.A.I.N. Street" is based on our firm's research with Maslansky + Partners 2007-2012. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners.
"Fi-natical Curiosity" is based on our firm's work with Russ Alan Prince, Prince & Associates, "The Question Guys" (Bret Nicholaus and Paul Lowrie) as well as the book, Wealth Management: The New Business Model for Financial Advisors, by Russ Alan Prince and Hannah Shaw Grove (2003), published by Penton Media. Used with permission. Invesco Distributors, Inc. is not affiliated with any of these parties.
"Preferrals" is based on our firm's research with Prince & Associates (January 2013), Advantage Coaching and Training (2012) and Invesco Consulting I-Dials Language Testing with Maslansky + Partners (September 2012). Invesco Distributors, Inc. is not affiliated with Prince & Associates, Advantage Coaching and Training or Maslansky + Partners .
"New Word Order" is based on our firm's ongoing research with Maslansky + Partners. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners.
"StorySelling" is based on the book, StorySelling for Financial Advisors: How Top Producers Sell by Scott West and Mitch Anthony (2000) published by Kaplan Publishing. Invesco Distributors, Inc. is not affiliated with Mitch Anthony.
"RainMaker" is based on research conducted by Prince & Associates in 2000, 2003 and 2010 and on the book, RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients, by Russ Alan Prince and Brett Van Bortel (2006) published by the National Underwriter Company. All data contained within this material can be attributed to one of these sources unless otherwise noted. Invesco Distributors, Inc. is not affiliated with Prince & Associates or Russ Alan Prince. This program is neutral to the practice of fee-sharing with accountants or attorneys. This program espouses the potential benefits of using indirect financial incentives as one of the ways to build your business, and should be considered in conjunction with your firm's overall review of its business practices for potential conflicts. Please note that the term "partnership" in this context does not signify a formal legal relationship, but is simply intended to describe a mutual, informal relationship among professionals.
"Your Prosperity Picture" is based on our firm's research with Maslansky + Partners (2007-2011) and Ellen Rogin, CPA, CFP®, wealth advisor, and Abundance ActivistTM (2008). Invesco Distributors, Inc. is not affiliated with Maslansky + Partners or Ellen Rogin.
"The New Retirementality" is based on The New Retirementality: Planning Your Life and Living Your Dreams... At Any Age You Want, Second Edition by Mitch Anthony (2006) published by Kaplan Business. Used with permission. Invesco Distributors, Inc. is not affiliated with Mitch Anthony.
Invesco Consulting programs are for illustrative, informational and educational purposes only and do not constitute a recommendation of the suitability of any investment strategy for a particular investor. If the illustrations described herein are used outside of the designated audience, it is the respective user's responsibility to ensure that such material complies with all applicable regulations and is filed with the appropriate regulatory bodies if so required. We make no guarantee that participation in any of these programs or utilization of any presented content will result in increased business.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Invesco is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.
Invesco does not provide tax advice.
Invesco Consulting (I•C), the sales consulting group within Invesco Distributors, Inc., has been specifically created with the needs of financial professionals in mind to help provide the best experts, latest research and turnkey training programs to the financial services industry.