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PSDA: P2P Summit

    Opening Keynote: Sam Richter

    Web Search Secrets to Find More Leads and Land More Business

    Success as a financial advisor is all about personal relationships. When you know more about your prospects and clients, you're better able to relate on a personal level, build more meaningful connections, identify triggering events, tailor offerings, and ensure relevancy. In this dynamic presentation, you will discover:

    • Web search secrets that you never thought possible for finding qualified leads, creating lists, uncovering opportunities, and generating powerful referrals.
    • Tips and tricks for using social networks and hidden websites as sales and competitive "intelligence agents."
    • How to use information to make a big-time impression with any prospect, build deeper relationships with any client, completely differentiate from your competition, and win more business.


    "Sam taught our sales team how to maximize our time on social media vs. the traditional sales call. His techniques will assure that you never enter a sales communication without knowing everything you ever wanted to know about your prospect. Sam Richter will change the way you look at sales prospecting."

    — Bruce Goldberg, CEO, Specialized Office Systems



    About Sam Richter

    Sam Richter.jpg

    Sam Richter is an internationally recognized expert on sales intelligence and online reputation management. He has been named one of the world’s Top 25 Most Influential Sales Leaders and his best-selling book, "Take the Cold Out of Cold Calling" is in multiple editions and was named Sales Book of the Year. Through his Know More! business improvement programs, Sam has trained leading organizations and entertained tens of thousands of persons around the globe. Sam’s proven techniques for leveraging online information to grow sales has directly resulted in millions of dollars of new business for his clients and program attendees. Sam has been featured in thousands of newspapers, magazines, television and radio programs and websites and he has won numerous awards including a Gold Award at the International Film Festival and a Codie Award, the Oscars of the software industry. He serves on the boards of directors for numerous technology companies, and he is a past finalist for Inc. Magazine Entrepreneur of the Year.