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Gary Sinderbrand

Financial Advisor & Trainer

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

  • 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.

  • 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.

  • 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.

Gary Sinderbrand Videos

FAQs on booking Gary Sinderbrand

  • How do I book Gary Sinderbrand to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Gary Sinderbrand for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability 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 speaking fee information and check availability for Gary Sinderbrand or any other speaker of your choice.
  • What are the speaker fees for Gary Sinderbrand

    Speaking fees for Gary Sinderbrand, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Gary Sinderbrand are for live events and for virtual events. For the most current speaking fee to hire Gary Sinderbrand, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Gary Sinderbrand speak about?

  • Where does Gary Sinderbrand travel from?

    Gary Sinderbrand generally travels from an undisclosed location, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Gary Sinderbrand’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Gary Sinderbrand for clients worldwide since 2002. As a full-service speaker 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. Please click the Check Availability button above and complete the form on this page including the details of your event, 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.
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    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Gary Sinderbrand or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
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    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

Gary Sinderbrand is a keynote speaker and industry expert who speaks on a wide range of topics such as Smoke Your Competition, Prospect Acquisition and The Paradox of the Successful Advisor. 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 Mike Walsh, Don Peppers, Tim Sanders, Geoffrey Moore and Scott Klososky. Contact All American Speakers for ratings, reviews, videos and information on scheduling Gary Sinderbrand for an upcoming live or virtual event.

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