Independent Advisors Forum

1
Independent Advisors Forum

• A Penn Mutual Due Diligence Meeting

2
This is the Title of the Broker-Dealer Sales
Presentation

• Frank J. Howell, CLU, ChFC, LIC Vice President
  
• Broker-Dealer Sales

3
Business Building Partners Program

• Marketing
• Marketing programs
• Marketing/Sales System
• Small Business BIG MISTAKES?
• Niche Marketing Programs
• Seminars
• Marketing tools
• Marketing information

4
Business Building Partners Program

• Compensation
• Commissions
• Fees
• Increased billable hours

5
The Business Owner Program

• Small Business BIG MISTAKES?

6
This is a Chart Slide that has a Two-Line Title