The Executive Suite

        Personal Training Program:

6 hours of personal one-on-one training in the techniques of 'getting, conducting, making financially successful (your financial success)' seminars and workshops in the public and corporate environment.  This program is designed specifically to meet your personal and business goals.  it is not a 'shelf' item.  And the training is geared to whatever presentation materials you currently use or would like to use.

NEW: THREE training centers - Albany, NY, Orlando & Melbourne FL (Why not make it a vacation for you and your loved ones while you're training.  Disney, NASA Space Center, Coca Cola Center.  It's all within your grasp and could employ tax advantages.  Or visit the Adirondack Mountains and the magic of the area.)

Group Training Program:

Conducted at your facility for your producers.  An intensive and aggressive 6 hours exploring, discovering and applying techniques that work in today's environment.  Seminar and workshop success for you and your associates.  Custom designed to meet the specific needs of your organization.

Quarterly Classroom Training:

By invitation only.  A total immersion into what is currently working in the seminar and workshop arena.  Customized to fit the needs of the attendees in general.  Newly upgraded techniques and products are reviewed.  Interactive, building a network of successful 'instructors' and admission to the Registry of Financial Workshops Associates Corporation.

Click on the titles above to be taken directly to the specific topic or product

Personal Training Program Endorsement

"Thank you for providing such an outstanding training session.  It more than far exceeded my expectations.  The hours you shared with me in the Personal Training Program was the best investment I have ever made in my profession or in self-improvement.  Your training was perhaps the best intensive training I have ever received in my thirty professional years.  You were very well prepared, well organized and presented the material in such an effective interactive manner that made learning easy and enjoyable.  The flow of information was at a good pace and the written material and discussion helped to reinforce the ideas and concepts you taught.  You truly are a master of your art.  What a pleasure working with you."

Dr. Nelson P. Rivers

President/CEO

Centennial Wealth

AST Manuscript Endorsement 

"The AST is an outstanding resource for financial professionals who are looking to enter the world of worksite marketing.  The copy is well-written combining anecdotal stories with roll-up-your-sleeves instruction. The reader comes away with the impression that the manuscript took 30-years to write.  Your "voice of experience" comes through loud and clear.  Your step-by-step instruction takes the time to "show" financial advisors what to do, rather than "tell" them what approach works best."

Mike Woods, VP

Emerald Publications

San Diego, CA         

100% Money-back PLUS guarantee

(Overview in brief - see actual Guarantee Certificate for specific details for each service or product.)

Use the service or product exactly as we teach, keep accurate and detailed records.  If you do not get the results we mutually agree upon prior your purchase of the product or service we wil refund 100% of your purchase price plus reimburse you 100% of the cost you incur in receiving your product or service to include travel and related expenses, if a part of your purchase, or if only an AST manuscript purchase, a check for $250 plus the cost of the AST manuscript.  The guarantee does not apply to the FWA Web Site service.