Keynotes, training programs, and coaching for the financial industry.

Using three years of original research with the top producers from 20 financial advisory firms, Garrison gives the bottom line on managing expectations and emotions, creating personal branding, building partnerships, and getting top producers to do more of what they do well.

From developing marketing and sales strategies for financial advisors in the 1980’s to presenting to wire houses, bankers, and wholesalers, Garrison specializes in teaching financial professionals to leverage relationships that keep and attract clients.

Keynotes and Training Programs
for Financial Clients

FINANCIAL ONEPAGE: View and print KEYNOTE and BREAKOUT descriptions for financial professionals

Clients for Life: Sales & Training for Financial Advisors

Presentation Skills

Training & Coaching Programs for financial professionals
Clients for Life: Sales and Customer

Service Program for Wholesalers Presenting like a Pro: Presentation Skills (platform and sales)

CLICK HERE to view a complete list of training programs

 

 

See Garrison in action! Seven minute Streaming video windows media file Keynote and Training Segments All programs can be customized to your industry and your organization's current challenges.

 

Keynote Descriptions

Making the Most of Challenging Situations
Changing Markets, Changing Times

From mergers to market fluctuations, this funny, insightful program combines relationship building with no-fluff motivation and change to deliver real solutions for financial professionals.

Garrison examines the challenges we face and shows how we can laugh at our problems while using them as a catalyst for success. From dealing with difficult people to leveraging key relationships, this session covers a lot of ground and combines rock-solid, proven solutions with uncommon wisdom.

Clients for Life
There Is More to Success
Than Being the Best

This program shows how top producers stay on top while focusing on the future of their business. This session goes beyond best practices and shows that the next level of success is more than being good at what you do; it’s about being consistently chosen to do it.

Using three years of original research with the top producers from 20 financial advisory firms, Garrison gives the bottom line on managing expectations and emotions, personal branding, building partnerships, and getting top producers to do more of what they do well.

Getting Great Results
Turning Talent Into Performance

Designed specifically for future top producers, this program reveals the sales techniques of the highest money earners in the business.

Garrison provides expert insight into identifying and maximizing your talents, clearly explaining the value of your service, developing easy-to-maintain client-care systems, sustaining prospecting persistence, making sure your customers feel heard, generating referrals, implementing time control, and building trust the first time you meet with a prospective client.

Client Testimonials...

Thanks again for your excellent presentation to our sales force. It was entertaining, insightful and motivational. I have already received several compliments regarding your presentation and I would recommend you to anyone looking to motivate and inspire their sales force. W. Scott Dixon Private, Client Investment Services Manager, Sun Trust Investments

I just wanted to thank you for your presentation, "Making the Most of Difficult Situations," which received great reviews at our conference. Your entertaining and high-energy style really helped kick off our conference the right way. I know that everyone could relate to the experiences of working with difficult clients - and your tips on how to make the most of these relationships will help everyone in their practice. Please feel free to use me as a reference for any future clients who are considering using Wynn Solutions to present at their own conferences in the future. Chris Murtha, Vice President Marketing & Business Development, TD WATERHOUSE Institutional Services

In the evaluations by the brokers, you received excellent reviews across the board. Your presentation was just the right mix of humor, coaching, and sound life advice. You more than exceeded our expectations and I am looking forward to having you speak at many more events. John Greenway, Vice-President, Western Division Sales Manager, Prudential Investments, Prudential Securities

Wow! Thanks for a timely message. Our people took what you said to heart. Both clients and prospects are being called and we are doing business. We are not just standing there; we are knocking on the door. Thanks to you. Kenneth P. Nelson, Executive Vice President, Financial Services Director, Bremer Financial

Great job! Garrison’s insights are outstanding. He helped us to better explain the value of our services, streamline our processes and define the specific talents needed to hire the right people. His insight into what’s really important about our business has positioned us to do more of what we do well and increased our revenues. I highly recommend his services to anyone looking to get a better return on their efforts. George Cohlmia, Prudential Financial

Garrison was able to help me eliminate roadblocks and become more effective, fast! I have had a 100% increase in referral business, a 50% increase in revenue and a 30% increase in productivity. Thanks, Garrison. Robert Gilliland, Vice President- Investment Financial Service, Smith Barney

Working with Garrison Wynn is great; it’s like burning rocket fuel. In the time we spent together, I made several leaps of learning. Garrison generously shares his wealth of stories and experience. I have applied them to my business — and look out world! Thanks,Garrison! Michelle Nichols, Savvy Selling Columnist, Business Week Online

Garrison really helps focus your process. He has a wonderful way with words and helps his clients to achieve the same. For the first time, I feel as if I am putting together a reproducible process for success. Lori Siegel, Certified Financial Planner, Smith Barney

Over the past year and a half not only have you offered excellent training programs for our staff, but you have been a personal inspiration to me as well. After the first two meetings with you, I felt much better equipped to lead our sales team to an improved bottom line. Vicky Trahan, Sales Manager, Health & Fitness Magazine

About Garrison Wynn

Garrison helps people learn how to make the jump from being great at what they do to understanding and developing the qualities it takes to be consistently chosen. He gets them to understand why their products, services, or leadership styles or those of their competitors are selected. As he says, “If the world agreed on what’s best, everybody would choose the best and nothing else would be considered. Decision making doesn't work that way.”

As a speaker, advisor, and coach, Garrison has worked with some of the world’s most effective corporate leaders and salespeople, from multibillion-dollar manufacturers to top New York Stock Exchange wire houses. He has a background in manufacturing, entertainment, telecommunications, and financial services.

Garrison started as a sales and marketing person in a branch office of a Fortune 500 company at age 24 and was chosen to be department head at corporate headquarters three years later. He researched and designed processes for 38 company locations nationwide and developed and marketed products still being sold in 30 countries. An experienced actor in films and a former professional stand-up comedian, he has hosted PBS television specials and national radio programs.

Please contact Wynn Solutions to discuss your training needs. Due to our partnerships with some of the nations best speakers, trainers and leading authorities, we are able to offer your company a large variety of the highest quality training solutions. Phone: 888.833.2902, E-mail Wynn Solutions