Sales Manager

PO Box ****

Lafayette CA ***** 925-***-****

*****-*****@*******.***

Larry Klein

Specific Talents & Skills

Public Speaking - have spoken to over 50 groups of financial sale professionals, most as a paid speaker (see www.financial-speaker.com)

Platform Presentations – have made presentations resulting in "back of the room" sales

to as many as 20% of attendees for commitments of $3,000 each

Sales Management – have recruited and trained hundreds of sales people to sell intangibles.

Created a course jointly with the "SPIN Selling" authors (Huthwaite Consulting) to train

financial sales people

Writer – Have written several books, many booklets and over 50 articles that have been

published in financial industry trade magazines

Sales – top 5% of producers while a broker & branch manager and at Prudential Securities

Experience

2007-2011 Javelin Marketing, Inc. (dba ProspectMatch/Brokerville) Walnut Creek, CA

Founder

• Founded business to provide Internet generated leads to financial advisors who desire to outsource their prospecting

• Company achieved $5 million in revenue in 3rd year with no external financing

1997–2006 NF Communications, Inc. Walnut Creek, CA

CEO and Founder

• Founded business to improve the marketing success and technical ability of financial advisors

• Firm became a leader in its field with over 20,000 financial advisor clients

• Created over a dozen marketing systems, several publications, a newsletter for senior clients, the Certified Retirement Financial Advisor Training Program, co-created the IRA Distribution Training with Ed Slott.

1994-1997 Senior Resources Walnut Creek, CA

Principal

• Comprehensive Financial Planning for affluent retirees

1990-1994 Prudential Securities, Inc. Oakland, CA

Vice President Investments and Branch Manager

• Financial planning and investment sales to affluent seniors

• Personal production accounted for 23% of office volume from 20 reps

• Branch manager March 1993-March 1994; Branch Achieved record profitability

1986–1990 Great Western Financial Securities Oakland, CA

Vice President Investments

• Investment sales to affluent seniors

• #1 producer of 150 reps most months

1979–1986 Various Entrepreneurial and Teaching Activities

• President of Tilbury Enterprises, 1980-1984, a firm that matched renters with rental housing

• Instructor University of San Francisco, University of California Berkeley Extension, Boston University

1976-1978 Arthur Young & Company Philadelphia, PA

CPA

• Performed audits of public companies

Education

1978–1990 Harvard Business School Boston, MA

• MBA degree earned

1973-1976 Penn State University State College, PA

• Earned BS in Accounting in 2 years, 9 months, 3.71 GPA

• Passed CPA exam and graduated at age 19

Professional Memberships AICPA

Other

Author of “Marketing Financial Services to Seniors,” published 2000, sold over 25,000 copies. Author of over 100+ articles on financial services marketing and 300+ articles on financial planning and retirement planning topics. Published in industry magazines: Agent Sales Journal, On Wall Street, National Underwriter, Advisor Today, etc. Presenter at over 30 industry events (e.g. MDRT, NAIFA) and financial services companies as documented at www.financial-speaker.com, published or interviewed over 40 times in financial services industry publications, appeared on CNNfn (predecessor to CNBC) as guest expert on saving for retirement.

Inactive California CPA license, current life insurance license.

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