Ed Morrow Biography

Ed Morrow most recently spoke to 4000 financial advisors in China. His firm Financial Planning Consultants has been providing marketing and practice management assistance to financial advisors since 1969. The Practice Builder used by thousands of advisors provides Client Relationship Management tools to increase the financial advisor’s productivity and profitability. Morrow’s insightful comments and tips on practice management of financial advisors are always well received and he will develop how to use the concept of NCR (New Client Revenue) to more effectively direct your marketing efforts. • Pioneer in the delivery of financial planning advice • Holds financial designations: CLU ChFC CEP CFP and RFC • Chairman and CEO of Financial Planning Consultants • Chairman of the – IARFC • Developer of planner education programs in 12 countries • Committed to fee-based comprehensive financial plans • Author of 3 books and over 600 articles on marketing • Addressed national conferences: MDRT NAIFA SFSP ICFP IAFP FPA • Presentations include dramatic PowerPoint graphics • Supplemental handouts (paper or file) are available
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