“Are you looking for a Hype-Free, Practical Guide to Increase Income and Gain Greater Personal Freedom?”
Most financial advisors find themselves racing along at warp speed each day only to do it again tomorrow.
Sound familiar? In 2014, will you be one of the advisors that gets off the hamster wheel by working smarter rather than harder? The Premium Membership will get you on track to:
- Develop your Ultimate Client profile and target them like a guided missle
- Build your service model that generates client trust and referrals
- Gain greater freedom to enjoy family, friends, and interests beyond your work
Don’t Fall Asleep at the Wheel
You probably know that being a financial advisor or RIA is a tough business that requires diligent effort.
Especially so when the market is down in a trough and clients are threatening to jump overboard. You do your best for a client only to see them leave your practice when a dip happens in the market. I’ve been through three decades of these cycles…and have watched advisors ride the highs and suffer through the lows.
At the moment, the the market is gaining strength and setting records again. Good to keep in mind that the needle moves in both directions. When times get lean, many advisors flail around looking for a life preserver. Would you like proven solution that overcomes the uncertainty of market movement and elevates you into the upper echelon of your profession? It’s the secret that helped me become a top producer for 25 years.
Get the Roadmap to Your Ultimate Clients
Would your practice be less stressful with a core client base that produces better profits and is loyal to you? By cementing a nearly unbreakable bond with your clients, your practice weathers through the storms (and even financial hurricanes) that inevitably occur from time to time.
There is no magic pixie dust or pill to swallow. Work is still required. However, what you learn to implement is based on proven principles. The same principles I used for over two decades as a top producer and manager. These are concrete changes to your practice that will systematically transform your business.
We address foundational client items (you may be tempted to overlook these as too basic. Trust me, they are not).
- Segmenting and Streamlining Your Book For Greater Profit
- How to Develop a Service Model that Superglues Clients to You
- Protecting Your Most Valuable Asset : Destroy Time Vampires (so you focus on what is important and profitable)
- When Markets Sink, How to Avoid the Torpedoes that Capsize Many Advisors
- Simple steps for Adjusting the Financial Thermostat in Your Brain
Get Instant Access to Videos, MP3s, Email Templates, and Articles for Just $297
I’ve distilled down 29 years of working in the trenches as a financial advisor into practical modules you can implement. My approach is NOT rocket science or based on outlandish gimmicks. Just timeless, proven techniques that can mean the difference between a good year and a breakout year. I have helped hundreds of advisors boost their businesses.
Laura, an FA with Raymond James, told me:
Ron Dickinson said:
“Are You Sharpening Your Mental Saw?”
Sometimes we think others were just born with the ability to grow their practice successfully.
At one time, every advisor had to learn how to climb up to the next rung on the ladder.
Smart people continually sharpen their mental saw by searching for ways to improve. When I started my career as an FA, I recall being near the bottom of the pecking order in my firm. I also felt close to broke. My college loans seemed oppressive. Cash flow revolved around paying the rent, making car payments and having a bit left for fun on the weekends.
I worked hard. Most things were going ok. But my budget was tight. For instance, I avoided paying a monthly parking fee in downtown Richmond by playing a game of tag with the meter maids. Despite being too cheap to pay the meter, I still set aside loose change for truly important expenses like learning. I “sharpened my saw” on the honing stone of new ideas. Then transformed those ideas into implementation.
No nutrition + No new business + No new skills = Mediocrity
Early in my advising career, even lunch was optional. Often times I would spend a whole dollar on a pack of crackers and a diet coke from the vending machines (this was a few decades back). Match that up with the rumpled sports page in the company kitchen and I was set. But it didn’t get me very far.
How about you? Are you just going use your lunch break surfing the internet, texting pals while wolfing down lunch at your desk?
If you are like many advisors, you’re swamped and haven’t made any real plans (meeting your advisor pals for a bite to eat doesn’t count).
I’m all for a good meal that satisfies the rumbling in your stomach. But how about a laid back lunch you can truly savor because your biz is running like a well oiled machine? It’s a different feeling altogether when you sit down at your favorite restaurant with clients and colleagues and you are stress free. When you have a your practice on track, it is a very rewarding experience.
Your clients are happy.
And your loved ones still know who you are when you come through the door at the end of the day. I’ve been in this position and I’d like you to be there too.
About the Author
My name is Rob Brown. I am the founder and head coach of Encore Partners – an organization that is committed to innovation, success and fun in the financial services industry. My passion is working with financial advisors and their teams to help them achieve higher levels of success. I have 29 years of “real world” experience in successful production; my team and I are respected by both our clients and our peers. We’ve worked with many of the big names in the industry and quite a few of the smaller and regional firms too.
My experience also includes executive management with a full-service brokerage firm where my responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management strategies. I have coached and mentored hundreds of advisors through seminars, speaking engagements, web courses and customized training programs.
Please call me directly at 757.645.1525 if you have any questions.
All the best-
Rob Brown, Founder, Encore Partners