Mr. Klein is a CPA/PFS, and holds an MBA from Harvard Business School.

Larry has been an invited speaker at leading venues such as the Charles Schwab Advisor Conference, the NAIFA Financial Advisors Forum and the Million Dollar Round Table.

He has been interviewed on CNNfn and in industry publications including On Wall Street, Registered Representative Magazine, The Agents Sales Journal, Research Magazine, and Financial Advisor Pro and writes columns for Financial Services Journal Online, Horsesmouth, and on Wall Street Online. In these industry publications, he counsels financial services professionals how to use smart and efficient seminars, direct mail and direct response marketing to obtain substantial increases in their income.