Mark Zinder

Biography

Mark Zinder is a seasoned financial professional and keynote speaker 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.

Titles

The Economy Today: 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.

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.

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.

Playing by the Numbers: A Lighthearted Look at a Serious Subject

Client events are more important than ever. The recent economic downturn has changed how our clients think. In boom times they don`t want or need much from us, often just a quarterly statement showing how much money they`ve made. Now that they`ve seen drastic reductions in their retirement accounts they have wisely become more educated about how and where they invest. Their investment IQ has gone up even though their account balance has not, and they seek more knowledge and advice from you than ever before.

Your client events need to both engage and educate, and Mark Zinder will give you the perfect balance of both. In this lively presentation, Mark will share stories that paint a picture of what to expect in the new economy going forward. This presentation is humorous and entertaining throughout, while at the same time providing your clients with historical perspective and an overview of where we are today. The end result, a memorable program that will help instill in your clients confidence in you and in their future.