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No-Load Growth Sends A Wake up Call to Advisors (4-6-08)
— finally, a clear recognition of the problem, and a common sense, provable solution.
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Jeff In-Person
 Jeff has been delivering his unique and proven mutual fund philosophy and process to wirehouse firms, regional broker-dealers, bank securities programs and variable annuity distributors from coast to coast, including.
- AG Edwards
- Ameriprise Financial
- CIBC
- Janney Montgomery Scott
- Legg Mason
- McDonald Investments
- Morgan Keegan
- Piper Jaffrey
- Raymond James
- RBC Dain Rauscher
- Robert W. Baird
- SunTrust Investment Services
- Transamerica
- UBS Financial Services
- Wachovia Securities
He is widely applauded for his entertaining presentations that challenge the conventional thinking of most investment professionals. As an added bonus, his presentations are approved through Thomson Prometrics for CFP credits and insurance license credits in AZ, KY, MD, MA, MI, OH, PA, SC, VT, VA, WV. Other state approvals are applied for as requested.
Have Jeff bring his presentation to your firm, its conferences and branch offices.
Speaking Fee: $2,000/day plus expenses
*maximum presentations per day (3)
Contact Jeff about speaking at an upcoming event.
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