"In a word, Derrick’s presentation was 'awesome!' Get him in front of your reps today!"

– Jeanine Perkins
Vice-President, Calvert Mutual Funds


Your organization has big, medium and small producers, but you know all of them could increase their business. The most powerful medicine for increasing the volume of the entire group...is to motivate and equip them all together! Get them all on the same wavelength and the success is infectious.

You need more than theory though. Motivating incompetence or poor business practices is immensely short-term. Much of what is motivating about Derrick's message is the 'Prescriptive' nature. He tells them how to go to the next level in specific, understandable and achievable steps. This gives the motivation actual shoes to walk out on. The next morning they will not only be thinking better, they will be working better.



Following are Derrick's primary presentation topics. Of course you may inquire about adjusted or ancillary topics, but these are his specialties and the topics that the financial world and the national media turn to him for.

Derrick's sessions are interactive, fast-paced and jam-packed with action points and immediate take-aways that your financial, insurance and accounting professionals can implement right away - to attract more clients and increase their profits.


How to Attract More Affluent Clients
In this session, your attendees will learn how to:
  • Leverage the 5 proven secrets to attract the affluent prospect
  • Say the key words and phrases that build an immediate bond with the affluent
  • Increase referrals and win new business from their best clients
  • Connect on a deeper, more relational level with high net worth investors
  • Insulate their high net-worth relationships from the competition
  • Stand out as the "advisor of choice" in their local area
  • Understand the 4 Qualities that all successful financial professionals have
  • Far exceed client expectations by NOT asking for the business
  • Become a consultative advisor client's love to work with
  • Ask the 12 key questions that capture the hearts of the affluent
  • Get ideal prospects asking you to work with them
  • Implement an automatic, proven client service system
  • Leverage your existing marketing into celebrity status
  • Create events that have your clients begging to invite their friends
  • plus much more!
How to Become a Recognized Financial Expert in Your Local Area - for FREE!
In this session, your attendees will learn how to:
  • Use the 10-Day Media Quick Start Plan - proven and guaranteed!
  • Find which media outlets are best for them
  • Identify the key media contacts in their local area
  • Write the "power press release" that packs a punch
  • Attract the attention of key producers and editors
  • Hit a home run with their first interview
  • Get invited back for regular appearances
  • Position yourself as the financial expert in your local buying area
  • Maximize each media appearance to attract more clients and make more money
  • Answer the #1 question that is asked in every interview
  • Secure your own financial column in your local newspaper
  • Get your own TV segment so you can reach your perfect clients
  • Master the 10 Steps to a Successful TV interview - this is CRITICAL
  • Get your own radio show for FREE!
  • Leverage the 7 Traits that all Great Interview Guests Have
  • Think on your feet with confidence
  • Be the first person contacted by the media whenever they need a financial expert
  • plus much more!
Branding Yourself: How to Get Your Perfect Clients Calling You
In this session, your attendees will learn how to:
  • Position themselves as the "trusted financial expert" in their local buying area
  • How to build a stellar, trustworthy reputation
  • Become the "advisor" your ideal clients easily relate to
  • Create immediate rapport with prospects in your office and community
  • Set yourself apart from the competition and create a clear-cut identity
  • Identify and capitalize on your prospect niche
  • Succeed with the 4 Investor Types and press their "Hot Buttons"
  • Become a local celebrity
  • Answer the 13 questions you need to identify your strengths
  • Go inside the mind of the successful business owner and copy their habits
  • Use your internal clock for unlocking your maximum productivity
  • Get your most important tasks accomplished everyday - Guaranteed!
  • Set goals that make them easy to achieve
  • Use simple steps to retrain your brain as a business owner
  • plus much more!

Derrick provides two presentation packages for each topic to fit your needs:

High Impact Focus Session
This is 45-minutes of hard-hitting content and PowerPoint presentation followed by 15 minutes of Q&A. While Derrick is a sought after keynote speaker, this format that allows him to move about the room and really interact is his forte. This session is perfect for a lunch meeting, powerful wrap-up to a company wide presentation or when you have multiple speakers for a day of presentations.

Fee: $10,000

Enhanced Drill Down Session
In this session, Derrick goes deeper and more hands on, extending his presentation to an 1:15 and a very personal 30-minute Q&A with your group. This gets into true ownership of the principles and strategies for group.

Each participant will also then receive:
  • Master The Media To Attract Your Ideal Clients - Derrick's Amazon #1 bestselling book. He'll actually have participants highlight specific sections in the book as he speaks as a tool to help imprint certain points in their minds.

  • Insider Marketing Secrets Revealed! - Derrick's complete marketing program on CD-Rom. This is a strong continuing education to keep your group digesting the principles.

  • 7-Day Follow-Up 'Imprint' Tele-Class - This has proven to be one of the most valuable aspects of Derrick's presentations. You have experienced your financial professionals getting educated and motivated...only to lose the momentum and return to their past performance. This 45-minute follow-up teleclass alone will increase their retention by 60%!
Fee: $15,000 + $30 per participant

Ancillary Expenses:
Derrick will be traveling from from the Dallas, TX airport and requests:
- First class airfare on a U.S. carrier
- Standard hotel accommodations plus meals
- Airport Transfers



Filling out this form gives Derrick a chance to understand your organization and reply with knowledge as to how he can be of specific value to you. You can normally expect a reply within 12-24 hours.

*Your information will be used solely for Derrick to follow up with you, your information will be 100% private and used for nothing else.

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