“Delivering the Ultimate Client Experience is a Practical Guide for Financial Advisors to Increase Income and Gain Greater Personal Freedom”
Author Rob Brown was a top-producing advisor for over 25 years. He has coached hundreds of elite advisors from dozens of advisory firms and broker-dealers.
His background includes executive management with a full-service financial services firm. He now focuses on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements, and wealth management. He is dedicated to mentoring advisors who seek to be more effective in building and maintaining client relationships that lead to greater personal freedom and profits.
He has worked with a wide variety of broker-dealers and investment advisory firms through their strategic partnerships. These relationships include UBS, Wells Fargo Advisors, Schwab Advisor Services, Century Securities, Commonwealth Securities, H.D. Vest, John Hancock, Merrill Lynch, MFS, Morgan Stanley, Scott & Stringfellow, Securities America, Sentinel Investments, and Sterne Agee.
About Encore Partners
Encore Partners is a client-driven training and consulting firm that helps grow the businesses of financial service companies and their advisors. We use a combination of personal and Web-based solutions to help individuals and organizations achieve greater productivity and higher levels of personal and professional satisfaction. You can learn more about our consultation, training courses, and speaking topics at EncorePartners.com
From showing you how to clearly articulate your value to building your team, our techniques enable you to capitalize on existing client relationships and rapidly build new ones. We call this “Creating Encores,” a disciplined, six-step approach to practice management. Through coaching and training programs, we are committed to strengthening your practice and increasing your success.