Larry Klein has assisted 30,000 financial professionals to rapidly increase their clients and income.
He is the foremost national authority on marketing financial services to America's wealthiest niche—seniors. Mr. Klein is a CPA (inactive) and was one of only 3300 CPAs in the US to hold the Personal Financial Specialist (PFS) designation. He holds an MBA from Harvard Business School. He was a million dollar producer at a major securities firm and he achieved a million-dollar net worth after just 9 years in the business. He can inspire your people to do the same!
As a financial speaker and educator committed to raising the technical and businesses competency of financial advisors, he has created the Advanced IRA Rollover and Distribution Training and the Certified Retirement Financial Advisor Training.