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About

Hi, Bob Cavanaugh here. Thank you for your interest in internet marketing promotion strategies.

I just celebrated my 40th year in the financial and estate planning business. I have over 20,000 documented face-to-face interviews with folks just like you.

My entire business career  involved selling on straight commission. I never have worked for a salary. My sales were a result of prospecting, uncovering the need, fact finding, closing and continuing client service.

Sound familiar? If you own a business or are a professional, your dependence on prospecting (today called lead generation) is the same.

What I teach are the same principals of lead generation that have been with us forever, but using the tools of the Internet.

Professional Experience:

1/2000 – Present

Focus on Internet marketing. Publisher of the video course on business lead generation, The Internet Lead Generation Academy.

I am either very or somewhat proficient in a number of solutions that comprise elements of putting content up on the web. These include Macromedia Dreamweaver, Flash, Microsoft PowerPoint, Publisher and Excel, Adobe Photoshop Elements, Adobe Captivate (demonstrations, interactive simulations, e-learning), Adobe After Effects (motion graphics – see the 55 second introductory video I made using After Effects), TechSmith’s Camtasia (screen capture video) and SnagIt (graphics), (Sony Vegas Pro (video editing software – here’s a video commercial I made for a local business), Sony Cinescore (music) and Sound Forge (audio recording). Plus 20 or so lesser tools used for various purposes.

I am a certified Web Video University video producer. I have also created a video podcast, which has passed the editorial review of iTunes.

1/94 – 2000
Practice centered on estate planning for the business owner and retired person with focus on post-retirement asset preservation. Publisher, The Smart Giver.

5/88 – 12/93
President, Qualified Plan Services, Inc. Formed to design and fund pension, profit sharing, 401(k) and non-qualified deferred compensation plans for business owners and upper echelon executives.

4/83 – 4/88
District Manager, Massachusetts Mutual, Tucson, AZ. Personal activity focused on the corporate market, qualified plans and estate planning for the business owner.

11/69 – 3/83
Agent, Northwestern Mutual, Tucson, AZ. Developed clientele among attorneys and professionals. Made the Million Dollar Round Table the first year in the business, and was (tied) for the youngest person in the world that year to do so. Completed the Chartered Life Underwriter (CLU) designation two years ahead of the normal time frame.

Education:

1960 – 1964
Flagstaff High School, Flagstaff, AZ. Participated in football, basketball and baseball. National Honor Society. Graduated with honors.

1964 – 1968
B.A. University of Arizona, Tucson, AZ. President, Sigma Phi Epsilon fraternity.

Professional Development:

  • Chartered Life Underwriter (CLU) designation, 1973, The American College, Bryn Mawr, PA. The CLU designation is like the CPA designation in accounting and is the equivalent of obtaining a Masters Degree in insurance. Instruction includes courses in economics, accounting, finance, pension planning, social security, life insurance law, trusts and estates, federal income tax law, business insurance and estate planning.
  • Graduate: LSU School of Pension & Profit Sharing.
  • Mass Mutual Pension School.
  • Certificate courses in business insurance, advanced underwriting, and disability income.
  • Northwestern Mutual Advanced Underwriting School.
  • Mass Mutual Management School.
  • Numerous seminars, symposiums, courses and conferences on taxes, employee and executive benefits, qualified plans, estate planning, charitable planned giving, long term care, annuities, IRA distribution planning, and post-retirement financial planning.
Organizational Activities:

  • Past President, Alumni Board, Sigma Phi Epsilon Fraternity.
  • Boy Scout Explorer Division Chairman.
  • Cub Master, 2 years, Pack 166 Catalina Council.
  • United Way.
  • St. Alban’s Episcopal Church: Vestry member, Lay Reader, Chalice Bearer, Finance and Building Fund committees.
  • Marriage Encounter Transition Leader.
  • Little League baseball coach: 12 years.
  • Tanque Verde Little League All Star Coach.
  • Tucson Toros Youth Winter Baseball coach: 4 years.
  • Arizona Interscholastic Association Certified baseball umpire.
  • St. Luke’s Home for Women: Conducted Sunday services.

Hobbies:

Physical fitness, wood carving, 5-string banjo and duplicate bridge.

Professional Philosophy:

“I will apply the same thought, consideration and recommendations to my clients that I would apply to myself.?

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