Patti Branco

New Recession proof fees! To learn more about Patti's newest book, and see a live demo- visit- www.MillionDollarProduction.com

"Experience her experience! She will light up the room with energy and enthusiasm!"

Patti Branco is the founder of Management & Training Solutions, created in April 1999 to provide leadership development with life in balance, nurture successful investment programs, reveal marketing and sales best practices, as well as to deliver professional presentations for the financial services industry.  The launch of her speaking business followed years in corporate America in the banking and investment sector.  Her exceptional reputation in the financial services industry won her immediate success.

Her unique delivery and approach is dynamic, customized for your group, generating results, revenue and enthusiasm!  Patti's presentations are interactive and uplifting, her energy is contagious!

Her knowledge and achievements stem from the fruit of her rich experience and background, with over twenty years in significant leadership roles in multibillion dollar financial corporations. She was State Investment Manager, California for the thirty-five billion dollar First Nationwide Bank's investment subsidiary, managing over seventy financial advisors and multi-million dollar budgets. In 1994, a national magazine awarded her the prestigious Manager of the Year award. She was the number one State Manager out of 11 states for 9 out of 10 years.

Branco is the author of 'The Path to Million Dollar Production', a widely acclaimed and in -demand book for financial advisors, as well as numerous articles on sales and service in the financial industry and others.  Her first book contribution was a chapter in 'Real World Leadership Strategies' by Insight Publishing. Patti is often quoted in major publications. She has been quoted as an expert in N.Y. Times, Chicago Tribune, UPI, Registered Rep, USA Today, WSJ Career Online, Horsesmouth.com. and others.

As a 'resultant'...her client list includes Morgan Stanley, Pentagon Federal Credit Union, Allstate Financial Services, Los Angeles Times, Countrywide Bank, Cal Fed Bank, Union Bank of California, Metropolitan Life Insurance, Marriot Employees Credit Union, Princess Cruise Lines, L.A. Bar Association, Horsesmouth.com, Conseco and others.

She is a professional and active member of the National Speakers Association and Meeting Planners International (MPI).  Her consulting and speaking expertise is of real world experience. Each talk is designed for the audience, no canned or rehashed 'generic' presentations. The content is meaningful and timely, she knows this business!

Patti Branco    903-451-9800    www.PattiBranco.com

Patti,
Thank you so much for your inspiring presentation yesterday on on professional and personal development! There was something for everyone and everyone was talking about your ideas after the meeting. It was wonderful!
Connie Young, SVP
Client Relationship Manager
Santa Barbara Bank & Trust

I want to say on a personal note that you really made a "fantastic"
impression on our group. I too hope that you might come back for another presentation.
We received many positive comments from our members. Thank you for sharing the wonderful and entertaining topic about working in a man’s world- “Ladies, Take Off Those Pant Suits, It’s O.K.To Be a Gal”. Your presentation was very enlightening, humorous, and sincere. You are a very dynamic lady!
Angela Grisafe-De La Rosa, Director
San Bernardino County Financial Women’s Network

I think everyone was thrilled to have Patti Branco present at our meeting. The information was invaluable, and well timed. Many of the reps were in the process of just completed putting together business plans, and some of the outlines and insights she offered were right on target. I was very glad to have her energy here. I had positive comments from each of my reps.
Brian Michutka
VP/Regional Sales Manager
Bank of the West-BancWest Investment Services

‘Saint’ Patti-
Thanks for your kenote presentation in Vegas! We are unique group-independent reps in independent banks-but YOU know that world. The case studies with ICA reps and bankers helped drive home the points. One response on the survey –“She helped open the eyes of my banker-so many ideas I/we don’t know where to start”.” That says it all. Good ideas!
Greg Gunderson,
President & CEO
Investment Centers of America 

 
More Compliments;

There needs to be more people in this world like you! Your energy and
enthusiasm are contagious!

Richard Guntrum, Managing Director, Nationwide/OptiSource

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 I wanted to thank you for your ever optimistic attitude, warm smiles,
and positive encouragement.  I appreciate all you did for us in the NSA Fastrack Workshops.
Thanks for doing a great job.
Dr. Elena Michaels, PhD, CCH, LMFT , 

National Speakers Association, Los Angeles Chapter  June 2004

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Best Workshop!

IMCA Conference   October 2002

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 Patti is a doer with real ethics...not an easy combination to find. She is great at thinking outside the box since she never acknowledged the box in the first place! Her grasp of business and her unique brand of passion delivers premium workshop results every time.

Scott Stathis, CEO, E-Lancers

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Patti has a thorough knowledge of the financial services industry from both a practical and a regulatory standpoint. She has the unique ability to communicate complicated and technical concepts while managing not only to hold the interest of, but also able to motivate those she is working with. It is exciting to see her in action.
Terri Boesch, CLU     Alan Coster Associates

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Patti's experience and accomplishments have earned her the reputation of 'getting the job done', utilizing her specialized knowledge through a practical, honest, straight forward approach. Her professional skills coupled with her integrity assure her clients the results anticipated.
Roger Duerr, President & CEO, Duerr Financial Services

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Six mill in assets and leading the office in new assets this month! 

I have hired a Sales Coach, Patti Branco, who has at times worked with your offices at Morgan Stanley in the N.Y. WTC, training your rookies.

She is not only wonderful, but has clearly saved my proverbial bacon many times by keeping me focused as well as being an excellent counsel regarding client-firm-FA relationships. 

Her history as an FA, regional & branch manager, and member of NASD arbitration panels have all added to the wealth of advice and substance of consultation. 

She has been able to help keep my head where it needs to be in this process.

Dr. Paul B ,UBS Paine Webber,Wellesley, MA

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 Patti,
Thank you again for your support and your presentation for  our 2002 Program Managers conference.  The initial comments we've heard so far have all been great.  You did a wonderful
job.
Cynthia Pollard, CUSO Financial Services
Office of Supervisory Jurisdiction
Manager, Relationship Managers,
Program Management

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Thanks. You were great with our New York rookie-training program in the World Trade Center and you deserve the best. I will keep your name out there.  John Kazanjian, VP Morgan Stanley, Learning & Development

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Your point about movies finally opened my eyes to truly believing in presentation scripts - You 'electrified' the audience! Thank you.

Kim L. Taylor, Financial Advisor

UBS Paine Webber

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 I'm really pumped-up - this is considerably more activity than I've
had in months.  The staff is excited and now I have 3 full presentations
under my belt and I'm getting comfortable with my "spiel".

I use your stuff all the time! You are a terrific cheerleader as well as a technician, thanks so much!

Lindy Parke, Sr. VP, Principal

Allstate Financial Services

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 We are very interested in having you speak at this conference. My In-depth
industry research has revealed that our attendees would find a presentation
by you informative, dynamic and enlightening. You are considered by many
that I've spoken with to be a leader in this field possessing not only the
necessary credentials but also having the genuine respect of your peers.

Matt Carson, VP,Financial Research Associates

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 Thank you very much for the research, information and comparison data.  It reaffirmed a lot of what we were thinking and has helped us put together a comforting 9-11 response strategy for our clients. 

Your material is terrific.

Scott C. 10-02-01, A.G. Edwards ,  Sales Training

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 Patti is one of the most experienced and enthusiastic professionals in financial services. She understands the practicalities of making a business successful and is insightful about what makes people tick.

Carol Thomas, President, CT Consultants

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Thanks so much Patti for the quick response and for sending the prospect tracker template you offered at the conference.  I like the layout.  I'm always inspired by your guidance for the tough times our profession has been through over the last couple of years. 

Keep up the great work! 

Glen Mikolajczak, Morgan Stanley

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 I would like to sincerely thank you for participating as a keynote speaker at our 2002 Business Meeting, January 11.  Your presentation, "Don't Send Your Business Down the Street", made a powerful impact on our sales force and offered a refreshing approach to marketing financial services products, especially for those agents who did not have the opportunity to work with you this past year.  I continue to admire and appreciate your delivery . . . you have a very unique way of putting people at ease and relating to them on their individual levels.  Needless to say, the feedback from Senior Staff was also very positive; I received many comments about how nicely your presentation 'fit' with the overall 2002 objectives of Allstate Financial Services.

David Burgis, SVP, Territory Manager, Allstate Financial Services

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 I really enjoyed your dynamic breakout session.  Wow. You got me thinking about a lot of powerful stuff.

 Thanks again, Greg Bond, Financial Advisor, North Island Federal Credit Union, San Diego ,CA

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Patti, what an informative and motivational presentation you delivered today at the Los Angeles Times (9-25-02)! You energized many of us (as I heard via email from people I ''networked'' with after your prompting)...thank you for getting us back on track. 

Lori Wilson, VP, Director of Client Services

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 Just found this article on success best practices written by Patti.  It's a Godsend!!!  Thank you Patti. I would like Patti to know her work was appreciated, useful and inspiring.Jackie Dickinson,      Wedbush Securities

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 Thank you so much for the informative and fun networking LA Times Career Workshop yesterday.  I loved your energy and the way you made people feeling at home.  When you mentioned about "building your web" and "role models", I envisioned someone just like yourself.  It was easy to see you love what you do and helping people at the same time.  Please keep doing what you are doing! I hope I have another opportunity to meet you and learn more from you.

Maria Hwang,International Flight Attendant

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Patty, Thank you so much for your spirit of team work in helping to get this program implemented. You have a way with people and processes!! Mitzi McMillan,CUSO Financial Services

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 Patti

Thanks so much for being there for us with the Pentagon conversion project. It was great to have you help us through this very important implementation process. You were a key factor in keeping us above water in a potentially difficult time. 

 We are thrilled with the manager you hired and look forward to a fantastic program as he grows it!  Thanks!  Stay tuned!

 Amy Beattie, COO, CUSO Financial Services

1/03

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Patti - I wanted to thank you for getting us thru some tough sledding during this conversion. I was a pleasure to work with a seasoned professional who could keep things in prospective. I hope to see you sometime soon. Thank you!

You can always use me for a reference. You are tops.
 
Christopher Flynn, EVP, Pentagon Federal Credit Union

1/04

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 Patti

I saw the Horsesmouth piece today on hiring business development coaches. I just wanted to let you know that I finished my year with more than double my prior year's production, and assets under management are up about 50%! Also, December was my best ever by 25%.

Thanks for your help, your training made a big difference for me, and your encouragement as my coach kept me going through some difficult stretches.

Joseph C.  Wilson, Financial Consultant, Salomon Smith Barney, Wisconsin

1/03

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Patti:

Mission accomplished!

You were selected as the consultant to help us move from a static, unstable leadership to an enterprise with a passion to fulfill its mission and potential. We saw a person who could bring professional skills, guidance and a will to succeed by personally overseeing the personnel, product and business development. We knew you would stay with the project until you and we were satisfied that all the right pieces were in place and coordinated to produce the right result, and you did.

I'm not blowing smoke here; Bob, I and the Board are old-timers with tested experience in recognizing quality people.   We look upon this accomplishment as part of a work in progress, and expect you and your work will be at the core of our overall success.

Thanks for the update and for creating a successful program!

 Pete Bruno, President, Board of Directors, Financial Resources Federal Credit Union , New Jersey

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