Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Marketing and Sales System Developer and Trainer for Financial Services
Industry
Advertising / Marketing / PR
About
Larry Klein was a million-dollar producer at Prudential Securities. He holds an MBA from Harvard Business School and over 30,000 financial advisors have used his marketing systems to rapidly gain clients.
His articles on marketing for financial advisors have appeared in Registered Rep, Advisor Today, On Wall Street, National Underwriter, Life Insurance Selling, Agent Sales Journal, Ticker, Research and others.
He has spoken at major industry conferences such as MDRT, the Charles Schwab Advisor Conference, and NAIFA conferences.
Larry is the author four books including Marketing Financial Services to Seniors. He consults to advisors, financial services institutions and companies that se...
Tags
life insurance agents
financial advisors
insurance marketing
financial services marketing
financial advisor marketing
perfect gift ideas
perfect retirement gift
gift ideas
retirement gift
retirement
us gift delivery
referrals
new clients
business development
annuity leads
million dollar producer
life insurance leads
See more
Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Marketing and Sales System Developer and Trainer for Financial Services
Industry
Advertising / Marketing / PR
About
Larry Klein was a million-dollar producer at Prudential Securities. He holds an MBA from Harvard Business School and over 30,000 financial advisors have used his marketing systems to rapidly gain clients.
His articles on marketing for financial advisors have appeared in Registered Rep, Advisor Today, On Wall Street, National Underwriter, Life Insurance Selling, Agent Sales Journal, Ticker, Research and others.
He has spoken at major industry conferences such as MDRT, the Charles Schwab Advisor Conference, and NAIFA conferences.
Larry is the author four books including Marketing Financial Services to Seniors. He consults to advisors, financial services institutions and companies that se...
Tags
life insurance agents
financial advisors
insurance marketing
financial services marketing
financial advisor marketing
perfect gift ideas
perfect retirement gift
gift ideas
retirement gift
retirement
us gift delivery
referrals
new clients
business development
annuity leads
million dollar producer
life insurance leads
See more