Members-Only Library
EXCLUSIVE WEBINARS
August 11, 2020: SOFA – Do You Need More Qualified Prospects?
Host: Bob Larsen, Settlement Masters
Guest Speaker: Jim Chilton, Founder and CEO of SOFA
June 24, 2020: Do You Want More Referrals from Attorneys and CPA’s?
Host: Bob Larsen, Settlement Masters
Guest Speaker: Rick Albrecht, Albrecht & Barney
FSN & BPA’S SPRING SUMMIT: April 23, 2020
“Finding a Silver Lining for Your Clients in the Coronavirus Crisis”
On April 23rd, FSN & BPA’s all-star Faculty conducted a full-day Zoom webinar on how they planned to address the greatest challenge of our time. Their goal was to share ideas that would help you not just survive but thrive in these tough times, and to better serve your clients!
TRACK 1: Gary Schulte & Mike Rodman
Opening Remarks and Industry Updates; The New Epoch in Financial Services: A View from Veterans of Four Previous Crises!
TRACK 2: Rao Garuda
How to Open Up Cases in the New Economy
TRACK 3: Harlan Accola
Part 1: Exciting Opportunities in the Reserve Mortgage Market
TRACK 4: Harlan Accola
Part 2: Exciting Opportunities in the Reserve Mortgage Market
TRACK 5: Harlan Accola
Part 3: Exciting Opportunities in the Reserve Mortgage Market
TRACK 6: Bob Larsen
The Golden Opportunities with Life Settlements and Your Fiduciary Obligations to the Affluent Senior Market
TRACK 7: John House
A Producer’s Story and How to Market Your Own Version
TRACK 8: Gary Schulte
What We Need to Think About While in the Bunker
TRACK 9: Don Levin
The Emerging Opportunities of Long Term Care and What It Means to Your Practice in the Post-Corona Virus Environment
TRACK 10: Gary Schulte
The Benefits of Membership
TRACK 11: Mike Rodman
Sales Underwriting Ideas from Our Producer Group
TRACK 12: Mike Rodman
The Best Practices Story and Exit Planning: This is THE Way into the Business Owner Market
TRACK 13: Gary Schulte & Mike Rodman
Q&A and Closing
THE “TEN CHAPTERS TO GREATNESS” WEBINAR SERIES
Chapter 1:
Mike Rodman and Gary Schulte on BPA & FSN
February 7, 2020
Chapter 2:
John House – Can your tax planning make a difference in the world?
February 14, 2020
Chapter 3:
Don Levin – Long Term Care (1)
February 21, 2020
Chapter 4:
Gary Schulte – The Financial Strategies Network Program of Ten Strategies That Can Change Your Life!
February 28, 2020
Chapter 5:
Rao Garuda – How the Secure Act can Open up New Opportunities for You
March 6, 2020
Chapter 6:
Don Levin – Long Term Care (2)
March 13, 2020
Chapter 7:
Harlan Accola – Reverse Mortgages
March 20, 2020
Chapter 8:
Barry Boscoe – LTC for the Affluent
March 27, 2020
Chapter 9:
Bob Larsen – Life Settlements
April 3, 2020
Chapter 10:
Rao Garuda- Crisis or Opportunity? Making Lemonade out of Lemons
April 10, 2020
Bonus Chapter:
Breaking News from FSN!
April 17, 2020
LIBRARY: BLOG ARTICLES
THE FSN CLIENT ACQUISITION PROCESS (CAP) IS YOUR GPS TO THE FUTURE. At FSN, we have created a proven client acquisition process for Financial Service Professionals (FSP)…