In this recorded conference call, you will see portions of a presentation that converted $22 million in client assets to a discretionary platform, raised $3.5 million in new money, and opened five new client relationships. Tom Christopher has done all of this since August 29th when he completed his training at our second No More Pies! seminar.

If you want to see this STUNNING presentation, start watching.
Tom Christopher attended “No More Pies! 2” August 28-29. He left totally confident he could take back the management of his client assets and take reasonable steps to protect them against another 4Q 2008.
He took the presentation he received at the class, added his own touches, got it through compliance, and then launched a series (so far) of ten workshops.

His audience is “blended”—a mixture of current clients, clients who did not follow him from his previous firm, prospects, and mass mail names Tom had been dripping on.

The invitation he used was right out of the class materials. It’s pulling 10%.

If you watch this call you will see portions of Tom’s seminar. In it he teaches his audience enough about risk management so that nearly 100% of them signed up for his money management services, and for his financial planning services for which he charges an additional $2000/year.

Learn to Manage as well as Raise Money
When Tom has completed his portion of the call, you’ll meet Ric Lager and Jack Reutemann, two of our three presenters in No More Pies!. "It was Ric who kept me out of 2008 carnage." Ric is a master of the Dorsey Wright tools and is the only “outsider” invited to teach in Dorsey Wright online university. Jack is likewise a master. His focus is on managing a practice using technical analysis at the core of its money management discipline.

In this portion of the call, you will learn:

Why you must take steps now to protect client assets. (Hint: the black swan that flew in 4Q 2008 will almost certainly fly again.)

Why “Buy and Hold” is not really buy and hold and why this strategy MUST be abandoned.

How and why you must manage client assets AND raise new assets.

Why you must have an offensive and defensive strategy. These strategies lead to a tactical asset allocation game plan to get your clients into the best performing asset classes in an offensive stock market environment, and protect those assets when the defensive team comes on the field.

Watch this call now.

End the State Religion in Financial Services
2008 was the nail in the coffin for the "state religion" of the financial services industry.

In 4Q, all the non-correlated assets jumped simultaneously into the shallow end of the pool.

You sent your assets away to trusted third party managers. They sent you back a bowl of slop.

YOU NEED A NEW STRATEGY!
YOU NEED A NEW PROCESS FOR CAPTURING NEW ASSETS!
Watch the call.

 

How does your investment strategy stack up?	Your Answer	P&F Craftsman
Provides market & sector risk management	?	Yes
Monitors & responds to changing market conditions	?	Yes
Has a buy and sell discipline	?	Yes
Can invest outside of traditional stocks and bonds	?	Yes
Can play both offense and defense	?	Yes
Demonstrates expertise in Exchange Traded Funds	?	Yes
Provides technical advice on your investment ideas	?	Yes
Constantly monitors the market for investment opportunities	?	Yes

These questions © Dorsey Wright Associates.

Jack Reutemann, Jr.
Tax and Financial Management Consultant

Jack founded RFS in 1991 to provide financial services to individuals and businesses in the greater Washington Metropolitan area. Jack is the senior wealth strategist at RFS and he sets the tone for the execution of the firm's sector rotation, technical trading philosophy. His list of accreditations are significant including The American Society of Chartered Life Underwriters and Chartered Financial Consultants, The Institute of Certified Financial Planners, The National Association of Life Underwriters, The International Association of Financial Planning and The Million Dollar Round Table / Top of the Table. Jack is a sought after speaker and has been one of the top performing LPL executives (out of over 6000, based on gross production) for over 10 years running, proving that there is something called "positive alpha."