Energizing Advisor Performance
Let's Schedule Your Event Presentation

Market group leaders constantly try to provide the best support and training to their advisors. Sometimes they have to look outside their own organization.

This is where Bill Van Hoy, CFP can help. An innovative financial services expert with a difference, Bill's expertise comes from a successful career as a financial advisor.

As your motivational keynote speaker, Bill will inspire your group to develop unique service experiences that delight clients and motivate them to do more business.

As your workshop trainer, Bill will reveal how to attract and retain high value clients with magnetic attraction and unique client service models. And you will discover automation tools that make marketing simpler and easier.

What You Need To Do Next

Communicate with us so we can help you put together the program best suited for your event.

Complete the form and submit. We will contact you by phone or email as you prefer.

During our communication, we will discuss programs, scheduling and fees.

We look forward to hearing from you.

Complete the questionnaire and submit.