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Gary Sinderbrand

Financial Advisor & Trainer

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 Gary Sinderbrand Biography

For over 35 years, Gary Sinderbrand of Sinderbrand Training had maintained a multi-million-dollar book of business at Merrill Lynch, UBS and WFA. During his time at Merrill, Gary co-created a Training Program that focused almost exclusively on process, not product. Known at ML as the Payne Sinderbrand Program, it ran for close to 12 years and was presented to over 12,000 Merrill Financial Advisors. The program was presented over a 2-month period beginning with 2 full days of face to face delivery to groups of 50-75 FAs who would travel to Merrill’s Princeton Campus. Concepts learned in the Program were re-enforced with a 30-day smaller group follow up, leading to a one on one coaching call 30 days later. Many Merrill FA’s came through the program multiple times.
In 1999, Gary, along with 2 partners co-founded PSB Training which allowed him to expand his message to FA’s at other major firms. PSB struck deals with 4 major Investment Companies to sponsor their Programs at major Broker Dealers allowing the training to be delivered to thousands more Advisors.

In 2001, Gary returned to the role of full-time producer, rejoining his former partner and rebuilt his Advisory business, exceeding his previous production levels within 24 months.

In 2013, Gary stepped away from his FA role to found a start-up based on a concept he developed as the Chairman of a healthcare non-profit. In the Spring of 2019, he sold this venture and began exploring his next chapter.

After spending considerable time reflecting on his 35-year career as an Advisor as well as one of the top speakers and trainers in the industry, he realized the following: a) There are many outstanding Financial Advisors in both the BD and RIA space. b) There are many outstanding “professional” speakers that present to FAs, who have little or no experience as actual producers. c) There are few, if any outstanding speakers that also have been multi-million-dollar producers-and most importantly, can explain in plain language, how they built and managed their book of business in such a way that allowed for them to maintain excellence in both.

Speaking Topics
  • The Paradox of the Successful Advisor

    How is it possible that Advisors in their 1st 24-36 months are able to add new relationships at 2x and 3x year over year percentages when they possess a very small amount of experience or industry knowledge? Why do these same Advisors stop adding new relationships at any meaningful level after their 7th year• a time when their skills have matured and their ability to expand their business is virtually unlimited? This session will focus on uncovering each advisor’s “ideal book,” identifying the common characteristics that underly those clients at a baseline (archetypal) level and focus on individual FA activities to protect, nurture and grow this critically important group of clients. Methods of client segmentation using one’s “head, heart and gut” will be described and an excel template that takes into account qualitative and quantitative factors will be available for the participants to use after the session.

  • Prospect Acquisition

    I never made a cold call. Any time I would initiate contact with a prospective client, it was never to sell them anything. By identifying the types of prospects, I was interested in helping and thoughtfully leveraging my current contacts, I was able to rapidly build, maintain and enjoy a group of terrific clients who also became close friends. Every new client understood my “Rules of Engagement” which included a detailed description of how I would be compensated-with an emphasis on rule #3 “If you are satisfied that I am delivering everything we have agreed upon, will you be comfortable introducing me to other people in your (circle/family/industry) that I can also help?

    This is one of the 4 different techniques that will be taught in this session. The handouts will have the exact language that I have used countless times to gain the targeted introductions that allowed me to build my ideal book.

  • Smoke Your Competition

    We all hate losing. Have you honestly assessed why you lost that large opportunity to another FA? Have you taken the corrective action to make sure it will not happen again? The hard truth is that it had very little to do with the name of your Firm or how you priced your services. The fact is that the prospect “liked” the winner more than they liked you. In this session, we examine the key drivers that the HNW and UHNW prospect respond to. It has more to do with who and what they perceive YOU to be than you think. The take-away from this session is how to manifest and project your competence in a way that does not just beat the competition but renders them irrelevant.

FAQs
  • HOW TO BOOK Gary Sinderbrand?

    Our booking agents have successfully helped clients around the world secure talent like Gary Sinderbrand for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Gary Sinderbrand, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Gary Sinderbrand or any other celebrity of your choice.
  • HOW MUCH DOES IT COST TO BOOK Gary Sinderbrand?

    Booking fees for Gary Sinderbrand, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Gary Sinderbrand, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • WHO IS THE AGENT FOR Gary Sinderbrand?

    All American Entertainment has successfully secured celebrity talent like Gary Sinderbrand for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Gary Sinderbrand for your next private or corporate function.
  • WHAT IS A FULL-SERVICE TALENT BOOKING AGENCY?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Gary Sinderbrand or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Gary Sinderbrand or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

Gary Sinderbrand

Financial Advisor & Trainer

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Gary Sinderbrand Biography

For over 35 years, Gary Sinderbrand of Sinderbrand Training had maintained a multi-million-dollar book of business at Merrill Lynch, UBS and WFA. During his time at Merrill, Gary co-created a Training Program that focused almost exclusively on process, not product. Known at ML as the Payne Sinderbrand Program, it ran for close to 12 years and was presented to over 12,000 Merrill Financial Advisors. The program was presented over a 2-month period beginning with 2 full days of face to face delivery to groups of 50-75 FAs who would travel to Merrill’s Princeton Campus. Concepts learned in the Program were re-enforced with a 30-day smaller group follow up, leading to a one on one coaching call 30 days later. Many Merrill FA’s came through the program multiple times.
In 1999, Gary, along with 2 partners co-founded PSB Training which allowed him to expand his message to FA’s at other major firms. PSB struck deals with 4 major Investment Companies to sponsor their Programs at major Broker Dealers allowing the training to be delivered to thousands more Advisors.

In 2001, Gary returned to the role of full-time producer, rejoining his former partner and rebuilt his Advisory business, exceeding his previous production levels within 24 months.

In 2013, Gary stepped away from his FA role to found a start-up based on a concept he developed as the Chairman of a healthcare non-profit. In the Spring of 2019, he sold this venture and began exploring his next chapter.

After spending considerable time reflecting on his 35-year career as an Advisor as well as one of the top speakers and trainers in the industry, he realized the following: a) There are many outstanding Financial Advisors in both the BD and RIA space. b) There are many outstanding “professional” speakers that present to FAs, who have little or no experience as actual producers. c) There are few, if any outstanding speakers that also have been multi-million-dollar producers-and most importantly, can explain in plain language, how they built and managed their book of business in such a way that allowed for them to maintain excellence in both.

Gary Sinderbrand Speaking Topics

  • The Paradox of the Successful Advisor

    How is it possible that Advisors in their 1st 24-36 months are able to add new relationships at 2x and 3x year over year percentages when they possess a very small amount of experience or industry knowledge? Why do these same Advisors stop adding new relationships at any meaningful level after their 7th year• a time when their skills have matured and their ability to expand their business is virtually unlimited? This session will focus on uncovering each advisor’s “ideal book,” identifying the common characteristics that underly those clients at a baseline (archetypal) level and focus on individual FA activities to protect, nurture and grow this critically important group of clients. Methods of client segmentation using one’s “head, heart and gut” will be described and an excel template that takes into account qualitative and quantitative factors will be available for the participants to use after the session.

  • Prospect Acquisition

    I never made a cold call. Any time I would initiate contact with a prospective client, it was never to sell them anything. By identifying the types of prospects, I was interested in helping and thoughtfully leveraging my current contacts, I was able to rapidly build, maintain and enjoy a group of terrific clients who also became close friends. Every new client understood my “Rules of Engagement” which included a detailed description of how I would be compensated-with an emphasis on rule #3 “If you are satisfied that I am delivering everything we have agreed upon, will you be comfortable introducing me to other people in your (circle/family/industry) that I can also help?

    This is one of the 4 different techniques that will be taught in this session. The handouts will have the exact language that I have used countless times to gain the targeted introductions that allowed me to build my ideal book.

  • Smoke Your Competition

    We all hate losing. Have you honestly assessed why you lost that large opportunity to another FA? Have you taken the corrective action to make sure it will not happen again? The hard truth is that it had very little to do with the name of your Firm or how you priced your services. The fact is that the prospect “liked” the winner more than they liked you. In this session, we examine the key drivers that the HNW and UHNW prospect respond to. It has more to do with who and what they perceive YOU to be than you think. The take-away from this session is how to manifest and project your competence in a way that does not just beat the competition but renders them irrelevant.

FAQs on booking Gary Sinderbrand

  • How to book Gary Sinderbrand?

    Our booking agents have successfully helped clients around the world secure talent like Gary Sinderbrand for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Gary Sinderbrand, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Gary Sinderbrand or any other celebrity of your choice.
  • How much does it cost to book Gary Sinderbrand?

    Booking fees for Gary Sinderbrand, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Gary Sinderbrand, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • Who is the agent for Gary Sinderbrand?

    All American Entertainment has successfully secured celebrity talent like Gary Sinderbrand for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Gary Sinderbrand for your next private or corporate function.
  • What is a full-service talent booking agency?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Gary Sinderbrand or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Gary Sinderbrand or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.

Gary Sinderbrand is a keynote speaker and industry expert who speaks on a wide range of topics such as The Paradox of the Successful Advisor, Prospect Acquisition and Smoke Your Competition. The estimated speaking fee range to book Gary Sinderbrand for your event is $10,000 - $20,000. Gary Sinderbrand generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Don Peppers, Mike Walsh, Dr. Kevin Freiberg, Mark Jeffries and Tim Sanders. Contact All American Speakers for ratings, reviews, videos and information on scheduling Gary Sinderbrand for an upcoming live or virtual event.

Gary Sinderbrand Speaking Topics

  • The Paradox of the Successful Advisor

    How is it possible that Advisors in their 1st 24-36 months are able to add new relationships at 2x and 3x year over year percentages when they possess a very small amount of experience or industry knowledge? Why do these same Advisors stop adding new relationships at any meaningful level after their 7th year• a time when their skills have matured and their ability to expand their business is virtually unlimited? This session will focus on uncovering each advisor’s “ideal book,” identifying the common characteristics that underly those clients at a baseline (archetypal) level and focus on individual FA activities to protect, nurture and grow this critically important group of clients. Methods of client segmentation using one’s “head, heart and gut” will be described and an excel template that takes into account qualitative and quantitative factors will be available for the participants to use after the session.

  • Prospect Acquisition

    I never made a cold call. Any time I would initiate contact with a prospective client, it was never to sell them anything. By identifying the types of prospects, I was interested in helping and thoughtfully leveraging my current contacts, I was able to rapidly build, maintain and enjoy a group of terrific clients who also became close friends. Every new client understood my “Rules of Engagement” which included a detailed description of how I would be compensated-with an emphasis on rule #3 “If you are satisfied that I am delivering everything we have agreed upon, will you be comfortable introducing me to other people in your (circle/family/industry) that I can also help?

    This is one of the 4 different techniques that will be taught in this session. The handouts will have the exact language that I have used countless times to gain the targeted introductions that allowed me to build my ideal book.

  • Smoke Your Competition

    We all hate losing. Have you honestly assessed why you lost that large opportunity to another FA? Have you taken the corrective action to make sure it will not happen again? The hard truth is that it had very little to do with the name of your Firm or how you priced your services. The fact is that the prospect “liked” the winner more than they liked you. In this session, we examine the key drivers that the HNW and UHNW prospect respond to. It has more to do with who and what they perceive YOU to be than you think. The take-away from this session is how to manifest and project your competence in a way that does not just beat the competition but renders them irrelevant.

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During normal business hours, we respond to most inquiries within 4 hours.

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Speakers Similar to Gary Sinderbrand

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

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