Transamerica Capital Management Coaching Forum Attracts More than 1,200 Financial Professionals
Third annual invitation-only program successfully draws top talent who strive to give their clients the best possible service.
June 6, 2011, DENVER – The third-annual Coaching Forum presented by Transamerica Capital Management (Transamerica) provided an invaluable experience for more than 1,200 financial professionals across the country. Sessions in Washington, D.C., Orlando, San Diego, and Chicago featured a lineup of notable keynote speakers, from tax and policy expert Andy Friedman of the Washington Update, to financial industry author and speaker Nick Murray, to the inspiration for a major motion picture, Chris Gardner, author of The Pursuit of Happyness. A collection of exceptional breakout speakers also provided the financial professionals in attendance with compelling business building ideas, practice management concepts, and actionable sales tools.
Hosted by Transamerica Capital Management’s Chief Sales Officer, Dave Paulsen, the Coaching Forum provides financial professionals with insightful and proven ways to strengthen their business and also improve themselves.
“We created the Coaching Forum to provide financial professionals access to the greatest minds in the industry,” says Paulsen. “With record attendance this year, financial professionals are clearly seeking new ways to bring value to their practice through an increased understanding of complex topics such as retirement income planning.”
A survey conducted at the Coaching Forums found that retirement income planning is a key concern among clients. In fact, 93% of the financial professionals in attendance said their clients’ foremost trepidation about retirement is not having enough money saved to live comfortably.
“Our goal is to help equip financial professionals with what they need to have these difficult conversations and help their clients,” says Paulsen. “It’s an ongoing service that we provide, complementing the suite of products we offer.”
For more information about solutions from Transamerica, contact the Sales Desk at 1-800-851-7555.
Transamerica Capital Management is a business unit of Transamerica Capital, Inc., Transamerica Life Insurance Company, and Transamerica Financial Life Insurance Company.
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