It’s crazy out there right now. Real Estate is booming. The stock market is posting off the chart highs and stomach churning lows. Every day is a new financial adventure, leaving most people clutching their 401(k) statements wondering if their positioned correctly and what they should be doing. One thing is clear. We all want a trusted financial advisor.

If you’re a financial advisor looking to up your game or an investor looking for a crystal ball and a steady hand, Mark Zinder has a presentation for you. No one can connect with an audience, entertain and provide financial insight and guidance like Mark can.

Mark got his start in the world of finance in the mid 80’s. He joined the Templeton Group, led by the legendary money manager Sir John Templeton where he was promoted to National Spokesman before breaking out on his own. Mark has built a career as a speaker, writer, and consultant, presenting to MDRT and GAMA/LAMP. Among his many clients are IBM, Furman University and NASA’s Jet Propulsion Laboratory in Pasadena, CA.


“Righting” Your Book
The business of financial advice has changed continually over the last 37 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 highly regulated business of finance, 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?

What Happens Next?

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”?

Is It Different This Time
While working for Sir John Templeton in the mid-1990s, he once told me that the person who says, “This time is different, when in fact it’s virtually a repeat of an earlier situation, has uttered the four most costly words in the annals of investing.” That was over 25 years ago, and even though many of Mr. Templeton’s sentiments on investing remain true today, is this one of them? In this presentation, I will discuss how we got to now and where we go from here. I will also explore the more current events that are not rooted in any historical context that might have you asking, “Is it different this time?”

Six Common Traits of the Most Successful 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.