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Well, the financial planners I worked with all had MBA's from top business schools.
In addition, they went through an additional two years of training. The attrition rate was between 50% and 70% so only the best made it.
By the time they came to one of my seminars, they had usually been in the business 5 or more years and were top producers in their area.
I probably missed the toddler group.
Super
--- In equismetastock@xxxxxxxxxxxxxxx, laisze2001 <no_reply@xxx> wrote:
>
> My husband works with financial planners, and he says that they are a really dumb bunch. I imagine teaching a room full of them would be like teaching algebra to a group of kindergarten toddlers..
>
>
> --- In equismetastock@xxxxxxxxxxxxxxx, superfragalist <no_reply@> wrote:
> >
> > When I did seminars for financial planners with high net worth clients, I used to open by telling them that after thousands of hours of studying the market, TA, quantitative and fundamental analysis and trading techniques, I had learned the insider secrets to getting rich.
> >
> > Then I said that later in the day, around 4:00 pm, after I had given them some basic explanations on managing high worth clients, I would reveal the secrets on how they too could become rich.
> >
> > They always listened very intently until 4:00 pm.
> >
> > At around 3:55 to 3:59 pm someone in the audience would always remind me that at 4:00 o'clock I had promised to explain the secrets.
> >
> > So at around 4:01 I would tell them that the only secret to getting rich was to spend thousands of hours studying the markets, learning to control their emotions and understanding that nothing except hard work and knowledge, not even TA, would make them rich. If it were that easy to make money, everyone would be wealthy.
> >
> > Right after I explained the "no secrets" except hard work, one or two of the highest producers in the room would usually launch into how that was the right approach and the only one that works. I even had a few of them proclaim to the group that this was the best seminar they had ever taken, despite the $3000 price.
> >
> > In my audience evaluation surveys, around 98% of the responses were ok to excellent. Only 2% found something to complain about. In my experience, no matter what someone does, somewhere around 2% to 20% of the audience will be less than pleased. Over the 25 years or so that I worked, I probably gave a couple of hundred seminars to different groups on a variety of topics, and I averaged 2% to 5% could have been better type responses, and 10% to 15% who said it was the best presentation on the subject they had ever heard. That's pretty normal in the presentation business. Basically, there's nothing anyone can do about the 2% to 5%. No single flavor of tea works for everyone.
> >
> > Super
> >
> >
> >
> >
> > --- In equismetastock@xxxxxxxxxxxxxxx, Alex Spiroglou <a.spiroglou@> wrote:
> > >
> > > This is probably a bit OT
> > > but I would like to pick the brains of the senior members of this list.
> > >
> > > I am giving a lecture (introductory) on TA, in London.
> > >
> > > However I would like to make the whole workshop,
> > > as interactive as possible.
> > >
> > > Would it be possible to provide some
> > > audience engagment tricks and tips please ?
> > >
> > > For example so far I have the following :
> > >
> > > 1. Introduction
> > > - Creating Credibility (presenter bio)
> > > - Know your audience (ask them about their experience on TA,
> > > and what they expect out of the seminar)
> > > - Any questions they would like to have answered during the seminar
> > >
> > > 2. During the Seminar
> > > - provide examples on markets of interest
> > > - pause for questions
> > > - etc
> > >
> > >
> > > any ideas would be appreciated
> > >
> > > rgds
> > > Alex
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > --
> > > Alex Spiroglou
> > >
> > >
> > >
> > > --
> > > Alex Spiroglou
> > >
> >
>
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