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Hello and welcome, I understand you want the best possible speaker for your event, one they will enjoy and take real value home with them as they leave the event. That is exactly what my speeches or workshops deliver-immediate, applicable skills in finding and meeting your very best clients. Participants can literally take their first action step forward before they even leave the parking lot. They will have learned a new way to get an appointment with a referral source who will have a high likelihood of referring them to their very best client. They’ll leave the speech or workshop with a step-by-step roadmap for finding and meeting their very best clients, the experience is fun and transformative. This system is proven, I use it every day and it works for everyone I have taught it to. Thank you for considering me for your event. I am honored.


This page provides and overview of what I offer as a speaker and some solid information of what you can expect. You can click on the links below to take you directly to the relevant sections.

  • Who’s My Audience?
  • What Can you Expect?
  • A little About Me
  • What Others Are Saying
  • Previous Engagements
  • My Upcoming Events
  • The Next Step

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Professional Advisors and Sales People such as Insurance Agents, Attorneys, Money Managers, Accountants.  Business owners and Fundraisers get a lot out of my presentation too.

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Let’s be candid…people are reluctant to give referrals because they think we might damage their relationships and not refer quality people back to them. Isn’t that why we resist referring others when we are asked to do so?

And yet referrals to your Big Three- Your ideal clients, ideal referral sources and ideal opportunities are the lifeblood of any business. As you know,  they can be hard to get and awkward for you and the person you are trying to get to refer you.

What if there were a way to meet people who actually want to refer you to your Big Three and even volunteer to do so?

What if you had a method to significantly increase your potential referrer’s confidence in you and reduce their risk of referring you?

And what if this way were fun for you and your prospective referrer?

Well, there is a way and I will teach you how to do it in my  speech for your group or organization. My speech is interactive and tailored to your audience. You will immediately be able to get and appointment with a prospective referrer and use these techniques to find  and endless supply of your very best clients.

Whether you are brand new in business or are a veteren of your craft you will come away from this experience forever changed and will never go back to the old methods of asking for referrals.

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I grew up in California and graduated from UCLA, with a major in English Literature. I am a lifelong entrepreneur and president of H.W. Frazee and Company, with the professional designation of Chartered Life Underwriter (CLU). I am a member of the Top of the Table (TOT), the top one percent of life insurnance agents in the world. Through my love of writing, I founded Sycamore Canyon Publishing, LLC and have published two books so far and have several others in development. The purpose of my books is to help readers live their vision and mission and to better connect with their family, friends, customers and community. I live in Los Angeles with my wife and three children.

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I have spoken at NAIFA , the National Association of Financial Advisors, and for Life Insurance Company events such as national, regional and local events, both as a Keynote and breakout session speaker.

I have spoken before the fundraisers of several major charities as well as small mastermind groups of successful entrepreneurs.

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I am currently scheduled  or planning to speak before a group of 500 estate planning attorneys in Southern California, 350 life insurance agents in Singapore and a community foundation in Northern Nevada.

We occasionally offer teleseminars for those who want to deepen their skills in finding their very best clients. Don’t miss this opportunity to take your skills in finding your very best clients to a whole new level.

We offer  Two-Day Workshops occasionally for hands on training in how to find and meet your very best clients. Seating is limited so please subscribe to my blog to be sure you receive an invitation to these exclusive workshops or contact us if you would like to arrange such a workshop for your group or organization.

We also offer one on one and small group coaching on a limited basis. For more information and avaiability, please contact my assistant Eileen at 310- 907-8107.

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Thank you for considering me for your event. You may check my avaiability by clicking on the orange button below. We will get right back to you with any request or question you may have.

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Please note: I reserve the right to delete comments that are offensive, off-topic or off-color. If in doubt, please read My Comments Policy.

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Please note: I reserve the right to delete comments that are offensive or off-topic. | My full comments policy here.

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