Webinar: Success in the Virtual World by CreativeOne

About This Webinar

The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

When it came to Webinars & Seminars, Mark dove deep and shared what he was doing that’s working, his pandemic practices, how he's finding new clients and more importantly, how he gets noticed in a world inundated with financial professionals.

Join us as we catch up with Mark to talk in more details about the tactics and tools that make him the success that he is.

You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.

Agenda

Maintaining contact post-webinar/seminar.
Important process points for continuity and consistency.
His approaches to client engagement.

Presenters

The Essentials

The Essentials: An Advisor Idea Exchange

Each session is led by top advisors from coast to coast. And we’re not kidding when we say “top advisors.” This event boasts more than $1 billion in non-AUM production alone, so yeah, they know their stuff.

Mark Fricks RFC, ChFEBC

President & Founder ~ MasterPlan Retirement Consultants

As president and founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.

For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.

As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.

Mark has 3 adult children, 4 grandsons and a baby granddaughter. He is an ordained elder and is involved in international mission work.

Dennis Mattern

VP ~ Training & Development

As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.