Program Topics

“Righting” Your Book

Best for financial audiences.

The business of financial advice has changed continually over the last 30 years. In 1983, when Mark passed his Series 7, his business card read “Stock Broker.” Then came the titles “Investment Advisor” and “Financial Planner.” Today the buzzword is “Comprehensive Wealth Manager”.

But this isn’t just a name change on a business card; it’s a fundamental change in the way we run our business and market our services. In this post-recession, DOL, highly regulated business, where we all provide a similar cookie-cutter service, we need to ask ourselves, “What am I doing to stand out from the crowd?”

Consider this: today, the average investor does business with six to eight different financial professionals: they have a banker, a CPA, a mortgage broker, a life insurance agent, and two, three or four different financial advisors the average high-net-worth investor is working with four different financial advisors. When they retire, they want to go from working with six to eight professionals, to one or two. The question you must ask yourself is: will I be the advisor that the money is being transferred to—or being transferred from?

I’m going to teach you how to be the former!

In this presentation, you will learn:

  • How to grow your business.
  • Proven techniques that will turn prospects into clients.
  • What to say and how to say it.
  • How to refine a plan to get your clients’ financial house in order.
  • How to stand out from the crowd and become the single advisor of choice.

What Happens Next?

Looking Backwards to See Into the Future

Best for General Audiences

We live in increasingly uncertain times; rapid economic changes, global unrest, and bi-partisan bickering have all lead to an underlying sense of uncertainty. In addition to the current climate, headlines are screaming that robots and artificial intelligence are going to eliminate worker’s jobs.

What if they are all wrong? What if we are merely extrapolating the present and ignoring the possibilities of the future? History books are full of examples of previous revolutions that came and went: the industrial revolution, the railroad revolution, electrification, mass production, and now, quite possibly, the information technology revolution. In this presentation, you will discover how we are nearing the end of this revolution while another is just beginning, providing a fresh wave of prosperity.

Now is the time to ask yourself, “What Happens Next”?

In this presentation, you will learn:

  • How history repeats itself will continue to do so in the future.
  • How the evolution of a revolution unfolds and how it has always unfolded in the exact same manner.
  • The eight steps that make up a revolution and the number of years it takes to complete the cycle.
  • Why there are reasons to be optimistic about tomorrow.

The Secrets of the Temple

Out of the thousands of money managers, over many a decade, only a handful made a lasting impact. Who are they and how did they do it?

Best for financial industry professionals

In the 1990’s, when Mark was National Spokesman for Franklin Templeton Funds, he frequently sat down with Sir John Templeton, Michael Price, and Dr. Mark Mobius with a simple request: “Teach me something I don’t know.” These brilliant individuals were named three of the “Top Ten Money Managers of the 20th Century” for their uncanny ability to see what the rest of the market was missing, and they passed their insights and knowledge on to him.

Although the world of finance is rapidly changing, their secrets are not lost. Through timeless stories and hidden histories, Mark Zinder uses the past to illuminate the future of the financial industry.

Mark is going to share some of the techniques he personally learned from these legendary money managers.

In this new presentation, you will learn:

  • With 23 years of research history, how Equities Magazine discovered that Mr. Templeton was wrong only once in two decades of interviews.
  • How Sir John Templeton was able to “see it before it was obvious”.
  • How Michael Price adapted the principles of security analysis to unlock hidden value and how you can do it also.
  • How to add alpha to a client’s portfolio.
  • Learn why active managers will begin to outperform passive portfolios and what has been holding them back.

6 Common Traits

Best for financial advisors

For over six years Mark Zinder was employed as the national spokesman for one of the most respected money managers in the world, Sir John Templeton.

During this time Mark would be asked to speak on behalf of Sir John Templeton at locations around the world. Quite often, these trips were designed to reward some of the top producers in the financial industry. After his presentation, Mark would often speak individually and continue to correspond with these high-level producers. The most often discussed topic was, “Out of all the financial advisors in the United States (roughly 600,000 of them) what is it that you do that makes you one of the best?” Over the years of interacting with these advisors and evaluating what makes them successful Mark has pinpointed the common traits of the most successful advisors in the country.

In this high energy, thought provoking presentation you will hear the insightful observations from Mark, who was in the trenches and learned from the people achieving the highest levels of success.

In this presentation, you will learn:

  • How to talk to your clients so they will listen…and listen so your clients will talk
  • How to get referrals in this post-recession world
  • Creating a business plan that works
  • How the classic adage “facts tell but stories sell” is more relevant now than ever