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Michael Morrow CFP, Keynotes and Workshops

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Mike Morrow has been a successful Financial Advisor for over 30 years.  His industry experience coupled with a real passion for client appreciation lead him to develop strategies proven to attract and retain clients.

Mike will breathe life into your next event with his insightful ideas, passion for the business, and captivating presentation.

His Grand-Prize Winning strategies are revealed in his third book released in June 2015, The Loyalty Edge and The Little Book of Woww!™, realeased in May 2016..

Audiences will learn how to become their client's primary advisor, generate quality inbound referrals, prospect by building relationships, and foster loyalty - ultimately improving their bottom line. A local Comic Idol Winner, expect to be entertained with humour, interaction and powerful stories.


Michael Morrow Keynotes and Workshops

One-of-a-kind Keynotes and Workshops with
Mike Morrow, CFP.


"You will leave my presentation with strategies
that you can pick up, touch, hold, and use right away to grow your business."

Mike Morrow, CFP

Keynotes and Workshops 

Leading Strategies for Every Aspect of Your Practice  

  • Learn how to connect with your clients consistently and effectively.
  •  Gain direct and concise insight into processes that will translate into increased profits.
  • One-of-a-kind WOW! strategies to make a powerful impact.
  • Attract high-quality clients referrals.
  • Shorten the sales cycle.
  • Demonstrate value to your clients.
  • Prospect by building relationships.


The Picture Sells the Story™: Compelling Client Meeting Tools   

Use compelling tools in client meetings for better client understanding to shorten the sales cycle. Mike lives by the philosophy that effective communication is the key to success. These proven concepts explain personal finance in plain language. Clients will understand what they are doing and why in a clear and concise format that they will never forget.

Concepts discussed could include:

Winning the Financial Marathon                  Reasons To Diversify

Life Insurance 101                                     Finding Value In Items Your May Never Need

Pay Checks Til Retirement                          Risk Management Framework                                    

Kick the Bucket                                          6 Essential Questions                            


Contact Michael Morrow

Catch a Sneak Peak of Mike's Presentation Now  


A widely recognized expert in fostering client loyalty, Mike reveals tangible and easy to implement strategies that demonstrate value, shorten the sales cycle and lead to income-generating results. Participants walk away with tools and strategies proven to attract and retain high quality clients.  

Mike’s high energy, inspiring presentation is packed with unique ideas that are easy to remember, easy to implement, and proven to give the income-generating results that you have been waiting for.

If you are looking for: Building Client Loyalty, Financial Services Marketing, Insurance Marketing, Insurance Sales Training, Insurance Broker training, Financial Planning training, you will benefit from Mike's Client Loyalty Strategies™ .  Whether you have been in the business for 1 year or 20 years, Mike will help you achieve increased insurance and investment sales. 


"You came here to get results. My promise to you is that you will walk away with
tangible strategies that will improve your client retention,
attract new clients and ultimately improve your bottom line." 
Mike Morrow, CFP


To find out more: about Mike.

See Mike in action

 ** All presentations qualify for continuing education credits.

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