Finance Articles

Greg Heiple's Investment Behavior Coaching -- The Teeter Totter Principle -- Is Creating a Buzz Among Financial Professionals

Norman, OK (PRWEB) August, 30, 2007 -- Louis S. Harvey, President, DALBAR, Inc., says, "Teeter Totter is the most concise and understandable presentation of complex investment theories. It is the prescription for those blank stares that 90% of clients give when advisers try to explain modern portfolio theory or traditional asset allocation strategies." http://www.FiduciaryAdviser.com

Industry leader Dan Moisand says, "One of the most difficult things for people to grasp is what to do when the markets make a big move up or down. The Teeter Totter materials let people see for themselves what volatility can look like and what they ought to do when it appears. Greg and company definitely have something worth your attention." http://www.sprakerfitzgerald.com

Jane Schuck, National Sales Manager of Brentmark Software, says, "The Teeter Totter Principle is a fantastic way for a financial adviser to convey how they manage money during retirement. Heiple's Teeter Totter theory is tied to our Retirement Income Navigator calculator http://www.brentmark.com The RIN is a professional tool that sits in the background, while the tilting Teeter-Totter creates a visual image so that clients can easily grasp the importance of how managing money during retirement is different than managing money before retirement. Greg has taken a hugely complicated topic (retirement income planning) and made it simple."

To meet the training demand, Greg Heiple launched his TTP Online University in August 2007.

Online lessons can quickly teach advisers how to integrate the TTP tool set into their practices. There is no time out of the office, no travel expenses, and the material is always available. The virtual university is the most economical way for an adviser, broker dealer and or product vendor to learn about this concept. "After I wrote the book and developed the TTP software, advisers from all across the country started calling me asking, 'How did you do this and would you please teach me how and why this thing works?' I realized then that I had developed something that virtually every financial adviser in the country was looking for." That is why he developed the online TTP University.

There are three software applications and six one-hour online training sessions that cover the nuts-and-bolts of how to implement this strategy and run a more profitable business. Retirement income planning is an extremely complicated matter. Heiple's philosophy is, "Products won't and don't solve problems -- people solve problems."

Feedback from advisers who have joined the TTP Network is that it helped them take their practice to a new level and that it is just the account management solution they had been looking for. Once advisers complete their TTP training, Heiple personally assists each in identifying the products and methodologies that suit his or her practice and even helps them design and implement their own personal brands and styles of TTP.

Registration information can be obtained by calling Greg Heiple at 405-447-5535. Heiple is offering a 30% training fee discount to the first 50 advisers who enroll for September training. More information about the Teeter Totter Principle is available at www.teetertotterprinciple.net.

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