Printable Biography of Ken Unger

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Ken Unger is the industry’s most experienced and respected coach and trainer of high-level producers. Along with his partner, Tom Gau (the $3,000,000 man), he runs Million Dollar Producer, the leading training firm for mid- to high-level producers. Ken is known throughout the financial industry for his knowledge, enthusiasm and high-energy presentations.  He is widely recognized by audiences of financial advisors nationwide as a keynote speaker who shares efficient practice management strategies, and effective sales and marketing ideas.
 
Ken is often featured and quoted in the financial media and press, including The Wall Street Journal and Morningstar Advisor. His book, “The Keys to High Level Production” has quickly become the financial community’s best-seller. His past experience includes tenures as a Senior Executive Officer of Boston Capital and Shearson Lehman Hutton. Ken is a graduate of Cornell University.

SPEECH TOPICS

The Keys to High Level Production

This presentation shares with advisors the Keys that Million Dollar Producers need to maximize their success. It contains clear and concise relevant business strategies and information that high-level producers need to operate an efficient multi-million dollar practice. During this presentation Ken not only uncovers the keys to high level production, but he also takes the audience through a step-by-step method that if followed, will result in high level production. It also includes an Action Plan that helps Advisors take their practice to a higher level. This presentation is always rated as a "5 STAR PERFORMANCE" by all attendees.

How Million Dollar Producers Close Prospects Without Pressure

During this presentation, Ken shares with financial professionals how to transition prospects to clients in an efficient and effective manner without pressure. Ken shows you how to establish your credibility, build trust and then deliver a can't miss package of solutions. This presentation will share the proven techniques that S.A.V.Y™ Financial Advisors use to ensure maximum success. It is a must for attaining or maintaining the million dollar production level. It has been rated the BEST SESSION at every meeting it has been presented.

How to Double Your Production While Working Less

This presentation covers the actual steps Advisors can use to build a highly efficient multi-million dollar practice while working less than 3 weeks a month. During this presentation we share with representatives more than 50 proven ideas and strategies that can make them highly effective and extremely productive. This presentation given by either Tom or Ken is one that Financial Advisors continuously rate as the best presentation of any meeting they attend.

How to Convert to a Fee-based Practice

This presentation reviews why a rep would want to convert to a fee-based practice, and then shows proven and specific steps on how to accomplish this task. During this presentation we review the actual steps that Tom Gau's firm used to convert over $500 million dollars of assets from commission-based over to fee-based in only a few months! We also include the specific script that was used and the materials that were necessary in order to implement this change.

How to Capture All of Your Client's Assets With A "Financial Check-up"

The best way to generate a steady flow of new business is to offer clients and prospects a complete "Financial Check-Up". This presentation explains the details of how to conduct a Financial Check-Up and making sure that you are the Advisor a client wants to do business with. Representatives will learn proven methods for getting all of the information about their clients, including their tax return, estate plan, and copies of all of their financial statements! This highly rated session has created immediate opportunities and results for Advisors.

How to Develop A Meaningful Marketing Calendar