Speaking

Dr. Barry Alberstein brings a unique perspective to the challenges and rewards of the financial services career, due to his background as both a Clinical Psychologist and Business Consultant to the Industry.  An exceptional communicator, with energetic and humorous presentations, he motivates producers of all experience levels to undertake a serious evaluation of their practice and to take the steps necessary to reach their full potential..

 

Sample Presentation Summaries

• The Psychology of a Successful Financial Services Career
• Building Enduring Relationships - The Psychology of Trust and Attraction
• The Ten Keys to Bulletproofing Your Practice
• The Psychology of Planning and Goalsetting

 

 

THE PSYCHOLOGY OF A SUCCESSFUL FINANCIAL SERVICES CAREER

This motivating presentation is a consistent success with both new and experienced producers.   It focuses on the value and processes of client building and discusses the psychological and biological factors that can impede and then empower success.   It provides a fresh look at practice management systems as a method of increasing business precision and reducing personal anxiety.   It shows how to turn a high risk, low compounding business into a low risk, high compounding business.

 

BUILDING ENDURING RELATIONSHIPS – THE PSYCHOLOGY OF TRUST & ATTRACTION

Now, more than ever, your clients and prospects are in need of a trusted financial advisor.   The recent upheaval in the banking industry and financial markets has caused confusion and anxiety for most savers and investors.  This presentation focuses on the psychology of creating and sustaining the trusting relationships that your clients and prospects are seeking.   It will also help you to maximize your competitive advantage against new market predators.

 

TEN KEYS TO BULLETPROOFING YOUR PRACTICE

This presentation has been well received at both Court of the Table and Top of the Table meetings of the Million Dollar Round Table™ (MDRT).   It combines observations about the changing industry, important principles of psychology that affect both producers and their clients, and practical recommendations to improve business efficiency and effectiveness.  Ten key practice management processes are identified and examined to provide a virtual “systems checklist,” making this an excellent presentation for either annual planning or practice assessment meetings.

 

THE PSYCHOLOGY OF PLANNING AND GOAL SETTING

An in-depth look at the psychological value of planning and the process of setting goals, this fascinating presentation examines the factors and assumptions in our life and career that hold us back from achieving our full potential. It clearly addresses the practical steps we can take to overcome these initial roadblocks. A combination of humor and insight, this presentation conveys the optimism inherent in planning for the future.