Mark Zinder

Are Americas best days behind us? Armed with unique insights, a keen understanding of economic trends, a dash of humor, and the right amount of inspiration, I explain why our best days are ahead.

Expert on

  • Business
  • Finance
  • Humor
  • Economy
  • Future
  • Inspirational

Fee Range

$10,000–$15,000

Travels from

TN, US

Biography

After joining famed money manager Sir John Templeton in late 1992, I was promoted to his national spokesman in 1995. In the years that followed I worked closely with Dr. Mark Mobius, Michael Price, and Sir John Templeton – today they are remembered as three of the greatest money managers and economic forecasters of the 20th century. They taught me their insights and wisdom, and I traveled the world and spoke on their behalf. Through these invaluable experiences, I learned how to spot economic trends before they appear in the popular press.

I have spent my career on stage performing everything from magic and comedy, conducting sales training and coaching, and delivering keynote speeches. Over the last three decades, I have perfected the art of explaining complex theories to any audience, using accessible language and just the right amount of humor. Research has shown that people retain seven times more information if they are laughing while they learn. No matter the audience, I deliver captivating, informative, and immensely entertaining performances.

Speaker Videos

WHAT HAPPENS NEXT: LOOKING BACKWARDS TO SEE INTO THE FUTURE

Eight years after the financial crisis, Americans remain pessimistic about our future. Washington brinksmanship and sagging economic growth seem like the “new normal”. But what if they’re wrong? In this optimistic presentation, I look beyond our short-term concerns to reveal the technological transformations that drive real growth. I delve into the fascinating history of innovation, from the industrial revolution to the boom in information technology, and illuminate a simple truth: there is going to be another revolution, and the next revolution will become the next engine of growth. I conclude by exploring the groundbreaking new technologies that are being developed in our country, leaving the audience inspired and hopeful about America’s future.

"RIGHTING" YOUR BOOK

Best for financial audiences. Excellent practice management material.

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: they have a banker, a mortgage broker, a life insurance agent, and three or four different financial advisers. When they retire, they go 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.

Areas covered include:
• Doing business the way your clients want business done
• Building a business, not just a “book”
• Refining a plan to get your clients’ financial house
• How to work more efficiently to maximize your day

 

SECRETS OF THE TEMPLE

A full-length presentation covering everything from money management techniques to monetary policy.

When Mark was National Spokesman for Franklin Templeton Funds in the 1990s, he frequently sat down with Sir John Templeton, Michael Price, and Dr. Mark Mobius with a simple request: “Teach me something I don’t know.” These brilliant individuals were named three of the “Top Ten Money Managers of the 20th Century” for their uncanny ability to see what the rest of the market was missing, and they passed their insights and knowledge on to him.

Although the world of finance is rapidly changing, their secrets are not lost. The Federal Reserve is developing a new “corridor system” to manage monetary policy and interest rates, but very few advisors and investors understand these changes and how it will affect them. Through timeless stories and hidden histories, Mark Zinder uses the past to illuminate the future of the financial industry.

In this new presentation, you will learn:

  • How Sir John Templeton was able to “see it before it became obvious”
  • How Benjamin Graham first developed security analysis
  • How Michael Price adapted the principles of security analysis to unlock hidden value
  • Why Milton Friedman said, “The Federal Reserve caused the Great Depression,” and why the Federal Reserve has been hesitant to raise interest rates
  • The new tools being created at the Federal Reserve and how they will normalize interest rates
  • How to manage money like the masters and how to correctly position yourself for the radical changes taking place at the Federal Reserve

THE SIX COMMON TRAITS OF SUCCESSFUL ADVISORS

For more than six years, Mark Zinder travelled the globe as national spokesman for one of the most respected money managers in the world, Sir John Templeton. During this time, Mark was asked to speak on behalf of Franklin Templeton funds in front of the top producers in the financial industry.  At every conference, Mark would sit down with these advisors and ask one question: “What is it that you do that makes you one of the best?” Over the years, Mark has pinpointed the six unique qualities that make these advisors so successful.

In this insightful presentation, you will learn:

  • How to define and execute a business plan that actually works
  • How to talk so your clients will listen – and how to listen so your clients will talk
  • How to differentiate yourself from the 300,000 financial advisors in the United States
  • How to get automatic referrals
  • How to identify and avoid the roadblocks to success