The Sweeney Agency

About Mark Zinder - Speaker on the Economy and Finance:

Mark Zinder is a seasoned financial professional and keynote speaker on economics and investor behavior with a unique gift for making the complicated clear as he examines the trends and ideas actively reshaping business today. His insights on practice management and macroeconomics clarify investor needs and help establish you as the adviser of choice.

Mark came to the financial industry more than twenty-eight years ago. He began his career as an investment adviser with Dean Witter. Supported by his strength and experience in communications, he quickly gained acclaim for his public seminars and became recognized by the wholesale community as a powerful and entertaining speaker.

By 1993, Mark was a new hire at Franklin Templeton Investments, and it wasn’t long before his speaking skills caught the attention of management. They named him Senior Vice President and National Spokesman. His job was to sit down with Sir John Templeton, Dr. Mark Mobius, and Michael Price, listen to their stories, and then travel the world speaking on their behalf.

It was a golden opportunity that gave Mark the privilege to become Sir John Templeton’s spokesman, an experience Mark credits with developing his understanding of the financial markets and the perspectives of investors. In 2004, Mark started his own firm, Mark Zinder and Associates.

For more than fifteen years Mark has traveled the country and the world as a speaker, trainer, writer, and coach to investor advisers and wholesalers for major investment firms. His unique style instantly brings audiences to attention, and his memorable stories help them understand and retain valuable lessons about market history, investor behavior, and financial trends.

What Mark Zinder Talks About:

Mark Zinder synthesizes ideas and energizes audiences with his trademark rapid-fire, fun-filled presentations.

His unique style and knowledge of market history have made Mark Zinder one of the most sought after speakers in the industry. Mark has spoken to more than 100,000 people in lecture halls and corporate classrooms around the world, from Cape Town, South Africa, to Bangkok, Thailand, and in locations all across the US.

The Economy: What Happens Next?
In September of 2010 the United States Government declared the Great Recession officially over. This recession, the 13th since the great depression, was by far the most dramatic we’ve seen in our lifetime.

We have now entered into a seemingly fragile recovery period. Although our national economy is officially growing many individuals feel less optimistic than they did three years ago. Unemployment remains high with jobs hard to come by. We’ve lost value in our homes that will take years to recover. It seems daily that our headlines remind us of our spiraling national debt and bankrupt government agencies.

So with all this uncertainty many are asking, what happens next? In this high energy presentation, Mark Zinder will explain how uncertainty brings opportunity. Although dramatic, this downturn was not dissimilar to recessions of the past. Mark will show how history does indeed repeat itself, and how past downturns have been followed by periods of unprecedented growth and innovation.

In this presentation you will learn:

• How the actions the government took to pull us out of this recession will affect us moving forward
• How the Gen Y generation will contribute greatly to our economic expansion in the coming years
• That the next wave is living longer and will be saving sooner
• That to achieve success moving forward, the business model of yesterday needs to be altered

Righting Your Book: Doing Business the Way Your Clients Want Business Done
The business of financial advice has changed continually over the last 30 years. When Mark passed his Series 7, the business cards read stock broker. Then came the titles investment advisor and financial planner. Today we are expected to be comprehensive wealth managers. But this isn’t just a name change on a business card; it’s a fundamental change in the way we run our business and market our services. Now that the recent financial crisis has created even more dramatic change in our market, more than ever we need to ask ourselves, What changes am I making to change with it?

Consider this: the average investor today does business with six to eight different financial professionals: he has a banker, a mortgage broker, a life insurance agent, and three or four different financial advisers. When he retires, he goes from working with six to eight, to one or two.

As the front edge of the baby boomers start to retire this year, the question is: will you be the adviser that the money is being transferred to—or one of those it will be transferred from? This presentation is designed to teach you how to become the former.

Areas covered include:

• Doing business the way your clients want business done
• Building a business, not just a book
• Refining a plan to get your clients’ financial house in order
• How to work more efficiently to maximize your day

The 6 Common Traits of the Most Successful Financial Advisors
For over six years Mark Zinder was employed as the national spokesman for one of the most respected money managers in the world, Sir John Templeton. During this time Mark would be asked to speak on behalf of the Franklin Templeton funds at locations around the world. Quite often, these trips were designed to reward some of the top producers in the financial industry. After his speech, Mark would often speak individually and continue to correspond with these high level producers. The most often discussed topic was, Out of all the financial advisors in the United States (roughly 600,000 of them) what is it that you do that makes you one of the best? Over the years of interacting with these advisors and evaluating what makes them successful Mark has pinpointed the common traits of the most successful advisors in the country.

In this high energy, thought provoking presentation you will hear the insightful observations from Mark, who was in the trenches and learned from the people achieving the highest levels of success.

Areas covered include:

• How to talk so your clients will listen…and how to listen so your clients will talk
• How to see it before it becomes obvious
• How to get automatic referrals
• Where the roadblocks to success are and how to avoid them
• How to create a business plan that works vs. the one that is often created but never followed