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Grow Faster, Save Time and Achieve Peak Performance

Discover How Elite Advisors Leverage the Proven Power of Delivering the Ultimate Client Experience

Your Clients and Prospects Will “Stand Up and Take Notice”

 

Dear Financial Advisor,

My name is Rob Brown. I’ve had a highly successful career in the financial services industry…as a top 10% producer, industry executive, mentor and coach. And over the last 30 years, I have developed a system for substantially growing your business.

My approach, when properly applied, can grow your business by 25% (or more) in less than 6 months.

It’s not based on marketing hype, high commission products or working longer hours.

The foundation is client service. I believe the success of every financial advisory practice is a direct reflection of the way you deliver client service.

Rob Brown’s approach to the ‘Ultimate Client Experience’ is a road map that takes the reader to the promised land of how we should all be running our business and serving our clients. By working with Rob, I’ve moved my business from one with satisfied clients and limited referrals to one where my only problem is keeping up with the growth.”
— Ron Dickinson, CPA, CFP®, MPA-Tax
Dickinson Investment Advisors

Consider a handful of questions…

  • Do you believe your clients deserve world class service?
  • Have you tried new client service initiatives that only fall prey to the busyness of running your practice?
  • Would you like to eliminate stress, procrastination and redundancy from your day-to-day activities?
  • Would you like to eliminate wasted prospecting?
  • Are you ready for a steadier steam of high quality referrals?

If you answered “yes” to any of these questions…my new book will help.  When you get client service right… you, your clients, your firm and your family all win.

More income.  Happier Clients.  Greater profits.  More free time. 

The ‘Ultimate Client’ concept has had a profound impact on our firm. By clearly defining the way we deliver service, our clients have become more loyal and they have entrusted us with even more of their assets. If you put Rob Brown’s strategies into action, you win, your team wins, and, most important, your clients win.”
— Michael Lutz, CFP®, CEO
Legacy Financial Strategies

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Here’s a quick list of some of the firms I’ve helped…UBS, Wells Fargo Advisors, Schwab Advisor Services, Commonwealth Securities, John Hancock, Merrill Lynch, MFS, Morgan Stanley, Scott & Stringfellow, Securities America, Sentinel Investments, and Sterne Agee.

My new book is written specifically for financial advisors and registered investment advisors with “client first” attitudes.  It’s filled with time-tested strategies for customizing the experience you deliver to your clients.

Inside Of This Free Book You’ll Discover Many Powerful Strategies:

  • ultimate-client-experience-book-cover-lgHow to develop your service model to cater to the needs of your top clients and those who have the potential to be your top clients…you’ll capture new business. (Page 12)
  • Is it time to clean up your “Orphan Assets”? See the 5-step process designed to boost production and improve client service. (Page 53)
  • Learn Quick Campaigns that breed client loyalty and convert prospects into new clients (Page 87)
  • Many client-communication success stories have two common themes…find out what they are on (Page 101)
  • Take the Client Advocacy Short Course…quickly create a stream of high-quality referrals  (Page 117)
  • You’ll also get access to proven client letters, templates, checklists and MUCH MORE!!
You’ll gain immediate access to a special “members-only” website filled with even more free tools (valued at more than $300) when you click here now to order Delivering The Ultimate Client Experience today…

You can put them to work right away.

You see, I don’t like teaching theory.   I want to have an immediate impact on your business.  My system revolves around proven, easy-to-implement ideas.

Rob’s advice isn’t theoretical – it’s practical. He doesn’t just talk about the ‘why,’ he talks about the ‘what’ and the ‘how,’ based on real-world, proven techniques. The advisors in our organization who have chosen to follow Rob’s advice are now delivering consistent service, getting more referrals, and spending less on client acquisition, building more efficient and successful teams that are poised to grow substantially.”
— Dee Costa, President
Asset Marketing Systems

Rob’s common-sense approach to delivering client service is refreshing. No outlandish, high cost tactics – he keeps it simple and makes it actionable. I would not be at the level I am without his diligent approach and expertise!”
—Patrick Bykerk
Financial Consultant, Branch Manager
Raymond James

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Here’s What To Do Next

Like I mentioned above, this book is free. All I ask is that you help me cover the printing and postage costs of $4.95. Your book will begin being processed for shipment the same business day that you order.

Oh, and in case you’re wondering..

There Is No Catch!

I know there are some websites out there that offer you something cool for free, but then stick you into some program that charges your credit card every month. This isn’t one of them.

There’s NO hidden “continuity program” – and in case you’re wondering why I’m doing this? It’s simple…

I believe the success of every financial advisory practice is a direct reflection of the way you deliver client service.

I want to create a Client Service Revolution!

Because the work you do is vitally important to transforming your clients’ lives…which helps you to create the business of your dreams and in the process, transform your own life as well.

I’ve had a highly successful career in the financial services industry…as a top producer, industry executive, mentor and coach. And over the last 30 years, I have developed a system for substantially growing your business.

My approach, when properly applied, can grow your business by 25% (or more) in the next 6 months.

It’s not based on marketing hype, high commission products or working longer hours. The foundation is client service.

And frankly my best clients come from advisors who are exposed to my “Ultimate Client” system. So I want this book in as many hands as possible.

Please join me in this great cause. And simultaneously take a big step forward in delivering superior client service, increasing your income and gaining greater personal freedom.

Wishing you the best,
Rob Brown
Rob Brown, Founder, Encore Partners

P.S. In case you’re one of those people (like me) who just skip to the end of the letter, here’s the deal:

* When you order this free book today (just pay $4.95 for shipping), you’re investing in a time-tested system that teaches you how to develop a stronger, more loyal client base that entrusts you with more assets and more referrals.

* You’ll receive proven strategies that produce real world results for Elite Advisors.

* You’re getting INSTANT ACCESS to a special “members-only” website that contains powerful training and downloads that are valued at OVER $300.

* All this costs less than a coffee from Starbucks.

* This is a limited time offer.

* You get a no questions asked money back guarantee.

So, Click here to get your FREE copy now.

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Delivering the Ultimate Client Experience is excellent reading for all advisors – from top producers to the novice. Rob shows you step-by-step how to provide the Ultimate Client Experience to your clients and prospects, so they will stand up and take notice. You will differentiate yourself from other advisors and grow your business.”
—Peter Lantos, Founder
The Elite Advisor

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