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Mark Zinder

Mark Zinder

A seasoned financial professional and keynote speaker with a unique gift for making the complicated clear

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Fee Range: Contact Speaker Exchange Agency

For more than twenty years Mark has traveled the country and the world as a speaker, trainer, writer, and coach to investor, advisers, and wholesalers for dozens of major investment firms. His unique style instantly brings audiences to attention, and his memorable stories help them understand and retain valuable lessons about market history, investor behavior, and financial trends.

*Fee ranges are presented as a guideline only. Speaker fees are subject to change without notice. For an exact quote, please contact your Speaker Exchange Agency representative.

A seasoned financial professional and keynote speaker, Mark Zinder has a unique gift for making the complicated clear. His insights on practice management and macroeconomics clarify investor needs and help advisors stand out from the crowd.

Mark came to the financial industry more than thirty-four years ago as an investment adviser with Dean Witter before moving to the world of wholesaling. By leveraging a strong background in communications, he quickly gained acclaim for his public seminars and became recognized within the wholesale community as a powerful and entertaining speaker.

Shortly after being hired by Franklin Templeton Investments in 1993, Mark was named National Spokesman. His job was to sit down with Sir John Templeton, Dr. Mark Mobius, Michael Price, and others, listen to their stories, and then travel the world to speak on their behalf. This golden opportunity gave him unprecedented access to the top money managers in the world and hundreds of elite advisors, an experience that helped him develop an uncanny understanding of financial markets.

For more than twenty years Mark has traveled the country and the world as a speaker, trainer, writer, and coach to investor, advisers, and wholesalers for dozens of major investment firms. His unique style instantly brings audiences to attention, and his memorable stories help them understand and retain valuable lessons about market history, investor behavior, and financial trends.

What Happens Next? Looking Backwards to See Into the Future

Best for general audiences and keynote presentations.

An optional section on capital markets is ideal for financial audiences.

Nine years since the end of the financial crisis, Americans remain pessimistic. Washington brinksmanship, rising interest rates, slowing international growth – bad news has become the ‘new normal’.

What if we are all wrong?

What if we are we merely extrapolating the present, and ignoring the possibilities of the future? History books are full of examples of previous technology revolutions: the industrial revolution, the railroad revolution, electrification, mass production, and most recently, the information revolution. In this presentation, we will peer around the corner and see that there is a new engine of growth in its very early stages.

The world is changing – technology is accelerating – fortunes are being made. Now is the time to ask yourself, “What happens next?”

In this presentation, you will learn:

  • How history has repeated itself and will continue to do so in the future.
  • How the evolution of a new technology revolution unfolds, and how it always unfolds exactly the same way
  • How these technology revolutions always complete their cycle in 45 to 60 years.
  • That we are in the early stages of the next technological revolution
  • To acknowledge the past as a guidepost and use it to see the future before it becomes obvious to everyone else.

This high-energy and informative presentation is designed to help attendees see the world in a more positive way.

“Righting” Your Book

Best for financial audiences. Excellent practice management material.

The business of financial advice has changed substantially over the last 30 years. When Mark passed his Series 7, his business cards read “stock broker.” Then came the titles “investment advisor” and “financial planner.” Today, we are expected to be comprehensive wealth managers.

But this isn’t just a name change on a business card; it’s a fundamental change in the way we run our business and market our services. And now the DOL’s latest regulations are aimed squarely at leveling the playing field. Now more than ever we need to ask ourselves, “What changes can I make to stand out from the competition?”

Consider this: the average investor today does business with six to eight different financial professionals. They have a banker, a mortgage broker, a life insurance agent, and three or four different financial advisers. When they retire, they go from working with six to eight, to one or two. As the baby boomers retire, the question is: will you be the adviser that the money is being transferred to—or transferred from?

In this presentation, you will learn:

  • How to develop a value proposition and set yourself apart from the competition
  • How to continue to build a business in the post-DOL world
  • How to develop an action plan to get your clients’ financial house in order
  • How to become the advisor of choice
The Secrets of the Temple

A full-length presentation covering everything from money management techniques to monetary policy.

When Mark was National Spokesman for Franklin Templeton Funds in the 1990s, he frequently sat down with Sir John Templeton, Michael Price, and Dr. Mark Mobius with a simple request: “Teach me something I don’t know.” These brilliant individuals were named three of the “Top Ten Money Managers of the 20th Century” for their uncanny ability to see what the rest of the market was missing, and they passed their insights and knowledge on to him.

Although the world of finance is rapidly changing, their secrets are not lost. The Federal Reserve is developing a new “corridor system” to manage monetary policy and interest rates, but very few advisors and investors understand these changes and how it will affect them. Through timeless stories and hidden histories, Mark Zinder uses the past to illuminate the future of the financial industry.

In this new presentation, you will learn:

  • How Sir John Templeton was able to “see it before it became obvious”
  • How Benjamin Graham first developed security analysis
  • How Michael Price adapted the principles of security analysis to unlock hidden value
  • Why Milton Friedman said, “The Federal Reserve caused the Great Depression,” and why the Federal Reserve has been hesitant to raise interest rates
  • The new tools being created at the Federal Reserve and how they will normalize interest rates
  • How to manage money like the masters and how to correctly position yourself for the radical changes taking place at the Federal Reserve
The Fed’s New Tools

A presentation for seasoned financial audiences.

The economist Milton Friedman famously believed that the Fed caused the Great Depression. In 2002, Fed Governer Ben Bernanke agreed – “You’re right. We did it.”

We have entered an unprecedented era in the history of monetary policy. Are we fighting inflation or deflation? Are interest rates going to rise or fall? And why has this recovery been so weak? Are there lessons we can learn from our past?

This presentation examines the history of the Fed, how it caused the Great Depression, and how the Fed will make sure it never happens again. Since the financial crisis, Ben Bernanke and Janet Yellen have completely revamped our nations monetary policy and introduced new tools to guide interest rates. Bernanke called it “replacing a dull ax with a sharp scalpel.”

In this presentation you will learn:

How the Fed caused the Great Depression
Why printing over $3 trillion (QE1, QE 2, Operation Twist and QE3) did not create inflation
How we are still fighting deflation
Why the old method of moving interest rates will not work today
What the new tools are and how they work
Why negative interest rates may be coming to America, and how to anticipate them
This presentation boils down complicated Fed reports so that audience members can make sense of the changes taking place at the Fed. Participants will leave with a broader, better understanding of the Fed and the knowledge to better allocate their clients’ portfolios.

You will be surprised to learn that what you thought was going to happen is no longer valid.

Please contact us to see testimonials.
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