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Financial Services

Financial Services Speaking and Coaching

Financial services companies continue to tell us how Ben’s unique life story makes him a one-of-a-kind choice as a keynote speaker and performance coach for their sales teams.

“When I was given the opportunity to serve as the Managing Partner of Central Florida, Ben Newman was one of my first calls. I knew Ben shared my personal and professional values but what I didn’t truly understand, at that time, was how much he truly would care about each member’s success. Every member of our family became his family.  Our firm became his firm. And, our success became his success!”

Thomas Goes

Managing Partner, Northwestern Mutual – Greater Orlando

“Nations fastest growing office 4 years straight.”

Life Insurance Funded Ben’s Education

This unique story began when the proceeds of a life insurance policy from Ben’s late mother, Janet Fishman Newman, funded Ben’s college education.  The incredible value the proceeds from the policy provided Ben was the catalyst for Ben to immediately succeed upon becoming a life insurance agent and financial advisor with a Fortune 500 financial services firm.

Top 2% Financial Advisor

Ben immediately positioned himself as one of the company’s rising stars due to his passion from his personal story.  He empowers people to connect with their stories as he did, to drive them to their next level.

Well before his 10-year mark, Ben was in the top 2% in the world of all the company’s financial advisors.

Ben was literally and figuratively on top of the world.

Let Ben tell it.

“I spent a decade in financial services—consistently being one of the 2% highest producing financial advisors in the world. But, it wasn’t enough.”

Keynote Speaker and Financial Advisor Coach

As Ben’s sales grew, so did the company’s desire for him to spread his infectious drive for success around the company. He jetted around the country meeting with sales teams with a goal of instilling in them the values his mother had passed to him:

  • Perseverance
  • A wildly positive outlook on life
  • A “give to get” value that is one of the pillars of his business today.

At that point the die was cast.

By 2006 the company was asking Ben to speak and teach all over the country. His first keynote speech for the company was for 12,000 financial advisors.

On the heels of that came performance coaching for financial advisors.

Ben’s first coaching client was a 13-year veteran in the financial services industry and had a goal of qualifying for the Million Dollar Roundtable, a goal that would require nearly doubling this advisor’s results.  Through his work with Ben, he doubled his practice and qualified for MDRT within three months.

And, so the Ben Newman Companies was born.

Speaking and Coaching is Core of Ben’s Business Today

Let’s fast forward…

In financial services alone today, Ben individually coaches 25 financial advisors that in 2017 wrote more than $15 million in annual premium life insurance sales and they manage more than $1 billion in assets. 

Learn How They Wrote $15 Million Last Year!

Ben is also a top coach to managing partners and leaders throughout the financial services industry.

Newman works with many of the major financial services institutions in the world including but not limited to United States, Singapore, Canada, and many more.

Financial Services Clients at a Glance

Association of Financial Advisors, Singapore Merrill Lynch
Northwestern Mutual Wells Fargo
New York Life London Life, Canada
Mass Mutual Market Traders Institute
Great West Life, Canada Ohio National

Let Ben Take Your Sales Teams to the Next Level

Ben tells it best.

“I believed there was a bigger calling and I found it almost a decade ago: personal performance coaching and keynote speaking. It only makes sense financial services would be one of my core strengths as it’s an area I have literally been through at every step from failure to wild success.”

Services for Financial Services Companies:

  • Keynote: Half and Full Day Sessions
  • Individual Performance Coaching
  • Group Performance Coaching
  • Mental Toughness Boot Camp

Contact Us and Learn More About Ben Today!