Announcing No More Pies! a No Apology Seminar

by Bill Good Marketing on June 20, 2016

No More Pies!


Hello,

Just a quick note to let you know what is coming up in the No More Pies! world:


Announcing No More Pies!
August 19 & 20, 2016
Baltimore, MD

No More Pies!
Jack Reutemann was a speaker at our Annual Users Conference on May 19th and 20th! As always, he was fantastic!
If you listened to the webinar that we did recently on No More Pies!, you realized that if you haven’t been to the class in the last 12 months, you are really missing out… Ric Lager is back with us and together he and Jack have made a lot of changes to the No More Pies! class.

The improvements are coming from several directions:

  • As you probably know, Jack and Ric have been getting paid to provide investment advice to their individual company retirement plan participant clients for many years. The new content in the “No More Pies!” seminar updates broker dealer FAs and RIAs on how to best use the new DOL rules to build an individual company 401(k) retirement plan advice niche.
  • Because of the recent volatility this year in the market, Jack has added in a section of “when to pull the fire alarm.” We added this into the last class and it ended up being magic. I have some client testimonials below that really capture how good this stuff is! I have included the agenda (attached).
  • The new DOL rules on 401(k) rollovers have scared the life out of both FAs and RIAs. Ric will teach you how to take the company 401(k) rollover out of the picture by managing the account while the client is still employed. Jack has developed the required disclose documents to capture company 401(k) rollovers from new prospects.
  • Jack has become a master at TC2000 and spends time helping you understand why breaking the daily charts down to the minute really opens up the picture. He shows you all the little tricks he has learned to help so that you have a much shortened learning curve.

I guess what I am getting at is you should try to make the August class. This is not the basic No More Pies! class.

For more information, please plan to attend a free webinar on June 21, 2016 at 4:15 EDT. To register please click here.

No More Pies!

Ric Lager will be handling the entire preliminary (DWA set up) prior to the class so we will start right up in class as if everyone is a veteran.

Below is an itemized list of what is included with the class.

  • All seminar materials.
  • A daily routine so that you know exactly what to do when you get back home.
  • Copies of Jack’s investments, bond model, watch list, and past 5 year ETF purchases.
  • Discretionary Advisory Agreement.
  • Seminar slide shows compliance approved by LPL, Raymond James, and Wells Fargo as well as Jack’s original which he goes through to share with you how he explains the DWA tools to clients and prospect.
  • No More Pies! Lite. This is a condensed version of the slide show that you can use to put on a tablet for one-on-one presentations.
  • Short cuts on what you really need to look at every day to keep the clients’ money safe.
  • Why to use ETFs and how to explain that decision to clients.
  • Tactical portfolio management and a practical application of it.
  • A website just for graduates with a chat room, including all past recommended related articles.
  • Future articles that Ric and Jack hand select as important reading material.
  • Access to our exclusive Facebook page where our members share ideas and articles.
  • Several prospecting letters that have been created exclusively for No More Pies!.
  • Plus so much more!!

For more information, please plan to attend a free webinar on June 21, 2016 at 4:15 p.m. EDT. To register please click here.


The fee for the class is $2,495, If you have an assistant or partner that would like to attend with you, the second tickets is $995. I have a hotel rate of $119 per night plus tax and we will be right at the BWI Embassy Suite. (free shuttle, 5 minutes from Airport to Hotel). Give me a call at 800-678-1480 x 1298 and reserve your seat! We are already over half way full so if you are sure you are coming don’t wait! Reserve your seat today.

ABOUT RIC LAGER!

No More Pies!


Ric Lager is president of Lager & Company, Inc., a Registered Investment Advisory in Golden Valley, Minnesota. Since 1999, Lager & Company, Inc. has specialized in advising individual company retirement plan participants on their default menu of mutual funds and self-directed account option in their company retirement plan accounts.
From 2004 to 2013 Ric Lager was an instructor on the Dorsey Wright Global Online University, teaching Investment Advisors how to build and manage a retirement plan investment advice business. Ric was also a featured presenter at many Dorsey Wright client events during the same time period.

In June 2009, Ric Lager co-created the “No More Pies!” investment series of seminars for investment advisors.
Ric Lager is also the author of the book, “Forget the Pie: Recipe for a Healthier 401(k).” He also is the owner and manager of the LinkedIn 401(k) PCRA Group.

ABOUT JACK REUTEMANN!

No More Pies!


Jack Reutemann, Founder and CEO of Research Financial Strategies, is a master of technical analysis. It’s a fancy term for “supply and demand.” If you don’t know Jack, when you meet him, listen to one of his webinars, or attend No More Pies!, you will learn he has not only mastered the tools of technical analysis, but like you, he is a working financial advisor. He is not an ivory tower analyst issuing buy and sell recommendations. Like you, he lives in the trenches, handling clients, dealing with their plans, dreams, and even setbacks.


F
or more information, please plan to attend a free webinar on June 21, 2016 at 4:15 p.m. EDT. To register please click here.


Have a great week!

Jill


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 2016. Bill Good Marketing, Inc. All Rights Reserved.
Bill Good Marketing, 6891 S. 700 W., Midvale,UT 84047 (800) 678-1480

 

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