NO MORE PIES! “What to Buy, and When?”

by Bill Good Marketing on November 18, 2014

No More Pies!


NO MORE PIES!
“What to Buy, and When?”

Please Join Jack Reutemann, Danny Harbison, Charles North, and Bill Good on This Conference Call

Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here


To get right to the point, in this conference call, “What to Buy and When?,” you will see that the two questions you live with daily—what to buy/when to buy—do have an answer. In the course of pointing you to the answer, I’ll tell you about a 2-day seminar that will help you:

• Take control of your assets.
• Build a real fee-based practice where you manage AND raise money.
• Capture more assets.
• Take a pay increase.

NO MORE PIES!!!—You have to be kidding, right?

No More Pies means NO MORE PIE CHARTS. No more selling your winners and keeping your losers.

In June 2009, I introduced “No More Pies!.” In the five years since, we have trained several hundred financial advisors to take control of their assets, increase their income, and protect their clients, all in a two-day concentrated seminar.

No More Pies!: On Day 1, we teach the “Daily Routine”—what you have to do every day to use the Dorsey Wright® technical analysis tool box and the TC2000 website. On Day 2, we cover the client presentation and back-office management of a fee-based practice.

No More Pies! was born out of my analysis that the three pillars of the modern financial services industry had failed to protect client assets in the crash of 2007–2009.

Modern Portfolio Theory: All of the so-called non-correlated assets except Treasury Bills lined up at the shallow end of the pool and dove in fourth quarter 2008. You know the results on your own portfolios.

Buy and Hold: This kept you in the game when you should have been out.

You cannot manage and raise money; It’s one or the other: Except it’s not. You can manage AND raise money.

Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here

Special Guest—Charles North

Charles is a graduate of No More Pies! from October 2014. He is obviously excited. This series of emails from Charles to Bill Good tell the story:

11/6 Just closed a $730k rollover from doing my first Pies presentation to an existing client last week.

BAM!!!

11/7 The Pies breakthrough: I’ve got the confidence now that I really stand out from the competition and have a hard hitting story to tell. That’s huge.

All I did was use the 15 minute PowerPoint on a web conference. Off the top of my head, this was the largest 401(k) rollover opportunity in my book of existing clients. That’s the good news. The bad news is that it doesn’t speak well to the amount of money out there to be harvested. Regardless, it was a HUGE confidence booster to see how powerful the story is and how much it resonated with him.

11/14 Held 3 more Pies presentations this week. I need more practice but I’m getting better. As my confidence has grown I’ve started to get WAY too detailed with my explanations, so I need to tighten it up. I was actually better when I was basically pointing and grunting at the PowerPoint.

A couple of things I’ve noticed: It’s made me MUCH more confident that I’m bringing a full suite of services to the table instead of being an advisor who just outsources portfolio management. I now feel like I can compete favorably against the majority of my peers. In fact, since most of them don’t do anything close to investment management it’s unfair to even call them peers. It wasn’t until I stepped OUT of that crowd that I realized how much it harmed me to be in that buy-and-hold bunch.

The other thing is that it’s letting me get up to bat and have a shot at portfolios that I wouldn’t have any chance with before. The presentation I made today was with an existing client who had already turned me down previously because I couldn’t differentiate myself and the cookie cutter models I was schlepping.

 

Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here


Announcing No More Pies! “What to Buy and When?”

These are the two questions, aren’t they? What to buy? When to buy?

At NMP, you will learn:

*How and why technical analysis works.
*How perfect it is.
*What tools you need.
*How technical analysis forms the basis for a scalable-reproducible practice.
*How you “change horses” from “buy and hold” to “risk management.”

In the NMP Conference Call, we will do our best to show you that there is a way for you to become and remain a fee-based advisor.

Please Join Jack Reutemann, Danny Harbison, Charles North, and Bill Good on This Conference Call

Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here

Meet the “Faculty”

Jack Reutemann is a long-time practitioner of technical analysis. His list of accreditations are significant. They include Society of Financial Services Professionals, CLU and CFP®. Jack is a native Washingtonian, where he attended St. John’s Military High School, class of ’69, and is a ’73 graduate of the University of Maryland, College Park, with a B.S. in Economics and Finance. He and his wife Toni live in Potomac, MD, where they raised five children and are currently spoiling their two grandchildren.

Danny Harbison is Senior Investment Strategist at Jack’s firm, Research Financial Strategies. After several guest appearances at NMP 1 and 2, Danny’s outstanding knowledge and presentation skills earned him a spot on the NMP faculty. He is responsible for analyzing and interpreting market conditions and developing investment strategies to assist clients in meeting their long term goals. In addition to being in charge of trading, he spends time doing market research, portfolio analysis, and investment modeling. Since his start with RFS in 2009, Danny has developed strategies instrumental in the CEO’s implementation of RFS’s investment policies.

If you have wondered, “I know Bear Market 17 is coming. What can we do?” Well, join Jack, Danny, Charles, and me and find out.

Please Join Jack Reutemann, Danny Harbison, Charles North, and Bill Good on This Conference Call

Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here

This call will be promoting our upcoming class on January 22nd and 24th in Orlando. If you already know you would like to attend and just want to sign up – please call Jill Olsen at 800-678-1480 ext. 1298 or 435-619-3203 (mobile).

We hope you can make it!

Thank you,
Bill

*The opinions and strategies expressed at this seminar do not necessarily represent the opinions and strategies of Dorsey, Wright & Associates, LLC. Dorsey Wright has not assisted in the planning, preparation, or presentation of materials at this event.


Copyright 2014. Bill Good Marketing, Inc. All Rights Reserved.
To unsubscribe from our exclusive emails, click here. Please allow two weeks for your request to be processed.
We apologize for any interim emails you may receive.
 
Bill Good Marketing, 867 E 9400 S, Sandy,UT 84094 (800) 678-1480

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Can You Protect Your Clients from Bear Market #17?

by Bill Good Marketing on November 14, 2014

No More Pies!

Can You Protect Your Clients from
Bear Market #17?

Please join my partners, Jack Reutemann and Danny Harbison, and me for a one hour No More Pies! special webinar presentation.

Bear Market #17:
The Webinar

If you have the tools to protect your clients from Bear Market #17, congratulations.

But if you are thinking, “Well … er … maybe … not sure …” then read on. Or better yet, sign up for the webinar now.


Bear Market #17: The Webinar
How to use Technical Analysis to
Save Clients’ Assets and
Grow Your Business
Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here


 

 

Price Reduction!

Was: $4,000

Now: $2,995

Sometimes, procrastination pays.In 2009, I created No More Pies!, a two-day seminar presentation to teach advisors how to protect client assets.Since then, we have produced 24 of them.

 


No More Pies! 25 is coming. January 23 & 24
Hyatt Regency
® Orlando Airport


Why the price cut?

I want to see No More Pies! much more broadly available. Too many advisors still subscribe to Buy and Hold. Too many clients will be hurt in Bear Market #17. So I’m reducing the price for No More Pies! 25 by $1,000. If demand is elastic and attendance sky rockets, we’ll leave it at $2,995. If demand is “inelastic,” as the economists might say, we’ll go back to $4,000.

Sign up for Bear Market #17: The Webinar. It’s free. Learn all about No More Pies! 25. We will answer all your questions.


Bear Market #17: The Webinar
Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here



I started No More Pies! to help my clients protect their clients. Bear Market #17: The Webinar is a peek inside this life changing seminar.

Partly my motive was selfish. If my clients lost clients, they might lose me. Better help them.

I recruited the two best people I know to deliver the seminar, and Jack Reutemann and Danny Harbison.

Like you, they are professional advisors.

Like you, they manage client assets.

Like you, their clients are flesh and blood human beings, not the coldly calculating “rational man” of economic and finance theory.

They are both “in the trenches” working masters of technical analysis and use it daily to manage their assets. And they are great teachers as well.

In this one-hour webinar, you will learn enough about the No More Pies! seminar to decide: Do I want to attend No More Pies!?

In the webinar, we will:

  • Introduce you to sector risk-management techniques. At the seminar itself, you will learn how to use these tools to protect your clients.
  • Show you a game plan to alert clients and prospects to changes in stock market risk levels. At the seminar, you will learn how to create, update, and deploy the game plan in your practice.
  • Open the tool box that you will use to manage all types of ETF’s indexes, stocks, sectors, asset classes, fixed income, currencies and commodities, and precious metals. At No More Pies! you will learn enough about these tools on the first day to make immediate decisions about your portfolio. After Day 1, one attendee went back to his hotel room and changed 73 positions.
  • Teach you the urgency of knowing when to sell. At the seminar, you will learn how to read the market signals so you and your clients don’t get caught in another March 2000 or August 2007.
  • Show you a piece of the educational seminar. Every attendee at No More Pies! takes home three educational seminars. These are so powerful that your clients will gladly bring guests to your presentations. In the webinar, we will show you a piece of one. In No More Pies! you will experience these as if you were a client.

No More Pies! is a life changing workshop! Bear Market #17: The Webinar is the doorway.


Bear Market #17: The Webinar
Date: Tuesday, November 25th
Time: 4:00 PM, ET

Enroll here


Certainly you know that the bear will again rule.Let’s just imagine it’s as bad as the one that started March 2000.If a client of yours retired in March 2000, a portfolio that mirrored the S&P 500® would have declined 49.1% by October 2, 2002. It would have then taken that traumatized investor seven years and two months to recover to the March 2000 peak.How would this investor feel about you? Were you preaching buy and hold? Did the investor hear “sit and take it?”Since 1926, there have been 16 bears.Bear Market #17 is coming … unless, of course, history stops repeating itself.The No More Pies! training class is a way for you to learn how to use technical analysis as a marketing tool to prospect and educate clients!Our masters, Jack Reutemann and Danny Harbison, will teach for 2 days on just how they have taken their businesses “to infinity and beyond”! 
About RFSResearch Financial Strategies (Jack’s firm) helps clients simplify the demands of managing their wealth in order to enable them to devote time to their business, personal endeavors, and family. They spend the time to protect what clients have earned, invest what clients have saved, and budget for an enjoyable retirement while looking for the interests of those people they wish to benefit from their estate. Additionally, Jack recently opened his own RIA. He is a frequent guest on CNBC® and Fox News®.

 

About Danny Harbison

Danny is the Senior Investment Strategist for RFS and is a member of the firm’s investment committee. He is responsible for analyzing and interpreting market conditions and developing investment strategies to assist clients in meeting their long term goals. Since his start with RFS in 2009, Danny has developed strategies instrumental in the CEO’s implementation of RFS’s investment policies. A graduate of James Madison University in Virginia, Danny earned his baccalaureate degree in Finance.


The seminar has received rave reviews by its professional attendees:

“In today’s marketing environment, people are looking for answers and this workshop will give you the answers.”
“It’s been eye-opening.”

“I’ve been introduced to a method that will help me preserve my clients’ assets.”

“The seminar presented great tools that will help us do what’s best for our clients.”
“Incredible.”

January 23 & 24
Hyatt Regency® Orlando Airport

As a test, we have reduced the price of this class. Typically we charge $4,000.The price of this seminar is $2,995. It includes breakfast and lunch both days, but travel costs are not included.
We have also set up a room block with a special rate of $179 per night, plus tax. (Book through Jill Olsen, but pay the hotel when you check out.)

Don’t miss this opportunity to experience one of the most informative, life changing classes available, and do it for half price!

The main objective of this class is to help you to keep your clients’ money safe!

You have thought about it. Don’t put it off any longer!

Call Jill now at 800-678-1480 x 1298 or 435-619-3203, jillo@billgoodmarketing.com.

*The opinions and strategies expressed at this seminar do not necessarily represent the opinions and strategies of Dorsey, Wright & Associates, LLC. Dorsey Wright has not assisted in the planning, preparation, or presentation of materials at this event.

Copyright 2014. Bill Good Marketing, Inc. All Rights Reserved.
To unsubscribe from our exclusive emails, click here. Please allow two weeks for your request to be processed. We apologize for any interim emails you may receive.
 
Bill Good Marketing, 867 E 9400 S, Sandy,UT 84094 (800) 678-1480

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