Strategic Consulting
For more than 25 years David has helped financial services companies gain increased market share through the implementation of innovative marketing and sales strategies. His thought leadership and strategic insights help firms address a variety of business challenges, including:
- Corporate strategy development for the Boomer retirement income marketplace
- Developing successful strategic alliances between life insurers and structured products providers
- Improving an organization's ability to communicate its value proposition to both distributors and retail customers
- Benefiting from emerging forms of competitive advantage
- Improving the effectiveness of new product introductions
- Guidance on emerging product designs targeted to the income-generation market
- Introduction of virtual wholesaling capabilities designed to boost the effectiveness of human wholesalers
- Improving the experiences provided to customers' web browsers through rich multimedia presentations
- Cutting-edge, interactive applications for the IRA rollover and income distribution markets
Public Speaking Appearances
A veteran of more than 1,500 speaking engagements, David is a seasoned public speaker and presenter who injects excitement, new insights and the latest trends into any conference, sales meeting, training program or product rollout tour. Most recently, he has talked to the National Association for Fixed Annuities, the Retirement Income Industry Association’s Managing Retirement Income conference (Co-Chair) and FRC’s annual Retirement Income Summit.
Among the most popular topics he delivers include:
Financial Advisor Audience:
"Retirement Income Distribution:
The Keys to Realizing Your Share of a $25 Trillion Sales Opportunity.""Building a Successful Income-Generation Strategy: How to Create Laddered Investment Strategies that Deliver for Your Customers."
"Marketing Your Practice: Yesterday's Strategies Won't Drive Tomorrow's Success."
"Technology and Your Future Success: How to Bring the Power of Multimedia and the Web Browser to Your Practice."
"The Dynamic Role Fixed Annuities Will Play in Income Distribution: How to Take Advantage of this Trend."
"Clone Yourself: Leverage the Power of Multimedia Sales Presentations to Grow Your Sales."
Industry Executives and Innovators Audience:
"The Communications Gap: Why Income Distribution Represents the Toughest Communications Challenge of Our Time.""Compliance and Web-based Technology: Why Financial Services Companies Must Embrace Compliant Communications Networks."
"Success Strategies for Life Insurers in the Post 05-50 Marketing Environment."
Product Endorsements
David will personally and passionately endorse specific products conditional upon strategic, trend-setting improvements in the new product's design in comparison to similar products. In evaluating potential endorsements he asks the question, "Has the consumer's interest been advanced and how?" When an endorsement is appropriate, David will participate in video presentations that are shared with key audiences at sales meetings or streamed over the Internet. Please click on the image above to see a sample video endorsement: Jackson National's Curiangard variable annuity.
He is also available to make public speaking appearances at rollout meetings and sales conferences for innovative product launches. All such presentations place the endorsed product in a needs-based context and link the product to a contemporary sales opportunity, i.e. Boomer retirement security.
Media Source
David is a sought-after, knowledgeable source for print and electronic media, reporters and editors. He is often featured or quoted in major industry publications including Research Magazine, InvestmentNews, National Underwriter and Annuity Market News. Additionally, David is asked to contribute to many magazines and new websites such as Life & Health Advisor, Life Insurance Selling, Financial Planning, Wealth and Retirement Planner, Advisor Today, and Broker World. Click here to read David's most recent articles.
