Advisor Whiteboard (Video Solutions to Advisors' Toughest Challenges!)

Advisor Whiteboard (Video Solutions to Advisors' Toughest Challenges!) Exclusively from USA Financial®


	About Brent Enders
	President • USA FINANCIAL Marketing™
	Vice President • USA FINANCIAL Securities™
	Financial Advisor • Strategic Business Advisor

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	Professional Positions

USA Financial Marketing™
(Insurance & Annuity Wholesaler and
Field Marketing Organization)
- President: 2003 – Present.
- Vice-President of Marketing: 1998 - 2003.
- Marketing Director: 1996-1998.
- Marketing Representative: 1995-1996.
Portformulas® Investing
(The Portformula™ Money Manager and
SEC Registered Investment Advisor)
- President: 2006 – Present.
- Board Member: 2006 – Present.
Independent Financial Advisor • Life, Annuity, Disability, and Group Insurance Sales: 1994 - 1995.
Northwestern Mutual Life • Life, Annuity, and Disability Insurance Sales: 1993 - 1994.
Previous Non-Professional Positions:
- Independent Insurance Agency Sales Associate, Horse Racing Track Money-Room Clerk, College Financial Aid Marketing/Advertising Associate and Retail Sales Manager: 1987 - 1993.


	Professional Speaking, Coaching, Consulting and Authorship

Magic Money Radio Show ¨ Simulcast Weekly on WMJH 810 AM & WMFN 640 AM.
Permanent Financial Radio Show Host & Creator (1998 – 2002).
Inventor, Implementer & Trainer of the Fill-The-Room® Client Seminar Marketing System (2001 - Present).
Creator & Trainer of the Asset-Cycle Portfolio System® (2001 - Present).
Creator & Developer of the Asset-Cycle Portfolio System® Presentation Software (2005 – Present).
Creator & Trainer of the Advisor-In-Demand System™ (2001 - Present).
Producer & Presenter of the Plug-N-Run® Power Products Review & Commentary Audio Series (2003 - Present).
Creator & Publisher of the Fascinating Financial Facts™ Turnkey Client Newsletter & Library (2005 – Present).
Producer & Presenter of the Plug-N-Run® Senior Market Trade Secrets Audio Series (1999 – Present).
Event Organizer & Keynote Speaker for the 2-Day Financial Advisor Coaching Academy® (2002 - Present).
Creator & Ringmaster of the Chain-of-Secrets® Mastermind Forum (2004 – Present).
Interviewer & Creator of the Winner’s Circle Twice Monthly Audio Interview Series (2005 – Present).
Producer & Presenter of the Plug-N-Run® Trade Secrets Coaching Academy® Double Audio Series (2004).
Private Coach & Consultant for One-on-One Performance Secrets™ Consulting Program (2002 - Present).
Creator & Author of the Plug-N-Run® Senior Market Trade Secrets Newsletter (1999 – Present).
Keynote Speaker for USA Financial Securities™ Annual Advisor Compliance & Marketing Meeting (2000 - Present).
Event Organizer & MC for the Successful Seminar Selling Roundtable Session (2002).
Event Organizer & Keynote Speaker for Senior Market Million-Dollar Trade Secrets 2-Day Boot Camp (2000, 01).
Permanent Author & Creator of the Plug-N-Run® Power Products Review & Commentary Newsletter (2003 - 2005).
Weekly Commentator for the “Morning Market Report” on “McKay in the Morning”, WMJH 810 AM (2000).
Featured Financial Talk Show Guest on “Money Talk”, KMHA Topeka 1440 AM (2003).
Featured Financial Talk Show Guest on “Smart Money Strategies”, WAIT Chicago 850 AM (2000, 01).
Featured Financial Talk Show Guest on “Summit Financial Forum”, WOWO Ft. Wayne 1190 AM (1999).
Featured Financial Talk Show Guest on “You & Your Money”, WCVO Columbus 104.9 FM (1998).
Interviewed by “Annuity Super Producer” online magazine for financial advisors (2006).
Video Interview by Robert Chesney of “Window on Wall Street” (2005, 06)


	Professional Honors & Recognition

A Leading Field Marketing Organization & Award Recipient with Allianz Life (1999, 00, 01, 02, 03, 04, 05).
#3 Leading Life Insurance National Marketing Organization for Allianz Life (2003).
Top 10 Managing General Agent & Award Recipient with Lincoln Financial (2002, 03, 04, 05).
A Leading National Marketing Organization & Award Recipient with American Equity (1999, 00, 01, 02, 03, 04, 05).
A Leading National Marketing Organization & Award Recipient with Old Mutual/Fidelity & Guaranty (2003, 04, 05).
A Leading National Marketing Organization & Award Recipient with National Western (2003).
A Leading Managing General Agent & Award Recipient with First Penn-Pacific (1998, 99, 00, 01).
Co-Developer of First Trust Portfolios “Momentum Growth Portfolio” 94-Stock Unit Investment Trust Strategy (2001).
A Leading Office of Supervisory Jurisdiction (#1 in 1999) with LifeUSA Securities (1998, 99).
A Leading Field Marketing Organization & Award Recipient with LifeUSA (1995, 96, 97, 98).
Elected to the First Penn-Pacific / Lincoln Financial Group Advisory Board (2002, 03).


	Entrepreneurial Development, Designations, Licenses & Education

The Strategic Coach Program for Highly Successful Entrepreneurs
($500k+ Group): 2002 – 2005
Kennedy Wealth for Entrepreneurs Private Mastermind Group: 2003 – 2005
The Covenant Group’s Best Practices of Entrepreneurial Managers: 2005
The Covenant Group’s Best Practices of High-Performing Advisors: 2004
Marketing & Moneymaking Success Strategies: 2004
Wealth Attraction for Entrepreneurs: 2003.
Consulting Business Boot Camp: 2003
Alumni Mastermind Summit Marketing Idea Extravaganza: 2003
Copywriting Mastery & Sales Thinking Boot-Camp & Workshop: 2002
Ultimate Marketing & Entrepreneurship Boot Camp: 2001
Jumbo Results Marketing Super Conference: 2000.
Information Entrepreneurs & Marketers Ultimate Boot Camp: 2000.
Marketing & Moneymaking Super Conference: 1999.
SEC & FINRA Registered Representative Licenses - Series 6, 7 & 63.
SEC & FINRA Registerred Principal Licenses - Series 24 & 26.
FINRA Investment Advisor License - Series 65 (RIA).
Michigan Resident Life, Health & Disability Insurance Licenses.
Michigan Resident Variable Life & Annuity Insurance Licenses.
Western Michigan University / Bachelor of Science in Business Administration: 1988 - 1992. Major: Finance. Minor: Management.

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Exclusively from USA Financial Marketing®. This site is for Licensed Financial Professionals ONLY and is not intended for use in soliciting sales from the public. Trademark & Copyright protected by USA FINANCIAL®. All rights reserved. The views expressed on this site represent the personal opinions of the presenter, not necessarily those of USA FINANCIAL®. Industry references are generic, and not intended to represent actions or beliefs of any individual or entity. Content is only presented to illustrate general principles, beliefs or ideas and should not be construed as legal or regulatory advice.



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