Larry Klein

San Francisco Bay Area United States

Marketing and Sales System Developer and Trainer for Financial Services

Advertising / Marketing / PR

Larry Klein was a million-dollar producer at Prudential Securities. He holds an MBA from Harvard Business School and over 30,000 financial advisors have used his marketing systems to rapidly gain clients. His articles on marketing for financial advisors have appeared in Registered Rep, Advisor Today, On Wall Street, National Underwriter, Life Insurance Selling, Agent Sales Journal, Ticker, Research and others. He has spoken at major industry conferences such as MDRT, the Charles Schwab Advisor Conference, and NAIFA conferences. Larry is the author four books including Marketing Financial Services to Seniors. He consults to advisors, financial services institutions and companies that se...