Gary Sinderbrand

For over 35 years, Gary Sinderbrand of Sinderbrand Training had maintained a multi-million-dollar book of business at Merrill Lynch, UBS and WFA. During his time at Merrill, Gary co-created a Training Program that focused almost exclusively on process, not product. Known at ML as the Payne Sinderbrand Program, it ran for close to 12 years and was presented to over 12,000 Merrill Financial Advisors. The program was presented over a 2-month period beginning with 2 full days of face to face delivery to groups of 50-75 FAs who would travel to Merrill’s Princeton Campus. Concepts learned in the Program were re-enforced with a 30-day smaller group follow up, leading to a one on one coaching call 30 days later. Many Merrill FA’s came through the program multiple times.
In 1999, Gary, along with 2 partners co-founded PSB Training which allowed him to expand his message to FA’s at other major firms. PSB struck deals with 4 major Investment Companies to sponsor their Programs at major Broker Dealers allowing the training to be delivered to thousands more Advisors.

In 2001, Gary returned to the role of full-time producer, rejoining his former partner and rebuilt his Advisory business, exceeding his previous production levels within 24 months.

In 2013, Gary stepped away from his FA role to found a start-up based on a concept he developed as the Chairman of a healthcare non-profit. In the Spring of 2019, he sold this venture and began exploring his next chapter.

After spending considerable time reflecting on his 35-year career as an Advisor as well as one of the top speakers and trainers in the industry, he realized the following: a) There are many outstanding Financial Advisors in both the BD and RIA space. b) There are many outstanding “professional” speakers that present to FAs, who have little or no experience as actual producers. c) There are few, if any outstanding speakers that also have been multi-million-dollar producers-and most importantly, can explain in plain language, how they built and managed their book of business in such a way that allowed for them to maintain excellence in both.