“Learn the Client Service Secrets that Lead to Happier Clients, More Income and Greater Personal Freedom”
When you focus on Delivering the Ultimate Client Experience EVERY aspect of your business improves.
In 2014, will you work smarter rather than harder? Will you have your best year ever? When you become a Premium Member, we will give you the tools to:
- Grow assets, fees and bottom line income exponentially, maximizing the value of your business
- Develop your Ultimate Client profile, you work with highly profitable clients you truly enjoy
- Build a world class service model that maximizes your clients’ confidence making you a magnet for referrals
- Eliminate wasted marketing so you can focus only on prospects that fit your practice
- Spend time where it matters most leveraging your unique and special talents
- Gain greater personal freedom so you can enjoy family, friends, and interests beyond your work-life
Are stock market records creating a false sense of security?
You know that being a financial advisor is a tough business that requires diligent effort.
Yet when things are good…it’s easy to take clients for granted. And your clients don’t notice that they’re not hearing from you as often as they should.
But bubbles burst. Clients wake up. And business is lost.
I’ve been through three decades of huge market swings…and have watched advisors ride the highs and needlessly suffer through the lows. Long-term client relationships are jeopardized. Careers take major hits. Some advisors never recover.
At the moment, the the market is gaining strength and setting records again. (I hope it keeps going.) But it’s 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.
If only they had implemented some simple life boat drills…
Would you like a 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 over 25 years.
Get the Roadmap to Your Ultimate Clients
Think about it.
Would your practice be less stressful if you could focus on a core group of your most loyal and profitable clients? By cementing a nearly unbreakable bond with your ULTIMATE clients, your practice weathers through the storms (and even financial hurricanes) that inevitably occur.
There is no magic pixie dust or pill to swallow — work is still required. But I don’t suggest elaborate, expensive, unproven concepts. Simplicity and consistency lie at the heart of our approach.
I want you to spend time where it matters most.
When you do…you actually spend less time on your business, your clients appreciate you even more and you have more fun. This business is too tough not to be able to enjoy it along the way.
Our Premium Membership is based on proven principles…easily and consistently applied. The same principles I used for over two decades as a top producer, manager and senior industry executive. These are concrete, time-tested strategies that systematically transform your business.
You may already be using some of them in your business.
We address foundational 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
- Safeguarding Your Most Valuable Asset: 5 Ways to Kill Time Vultures (so you are free to focus on what is important and profitable)
- When Markets Sink, How to Avoid the Torpedoes that Capsize Many Advisors
- Simple steps for Adjusting Your “Success Thermostat”
Get Instant Access to Videos, Client Letters, Email Templates, Articles and Your Personal Strategy Session 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 grasp 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. They turned the corner on my career, paying dividends to this day.
Reduce Stress While Enjoying Your Clients
Early in my advising career, even lunch was optional. Often times I would chomp down a pack of crackers and polish it off with 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 surfing the internet and texting pals while wolfing down lunch at your desk?
If you are like many advisors, you’re often too swamped with urgent to-do’s to even eat a decent meal.
How would your life be if you could regularly enjoy a laid back lunch because your biz is running like a well oiled machine? It’s a different feeling altogether when you sit down at your favorite restaurant and you are stress free. When you have your practice on track, it is a very rewarding experience.
Your clients are happy.
Your family is happy.
When you manage work rather than it managing you, there is satisfaction at the end of each day. I’ve been in this position and I’d like you to be there, too. You can get started today.
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 (yes, I want you to enjoy your work).
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 have worked with many of the big names in the industry and quite a few of the smaller and regional firms too. 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, Stern Agee, and others.
Over the years, I’ve personally helped hundreds of advisors grow their practices through coaching, training (in person and online), fee-based initiatives, technology enhancements and wealth management strategies.
Please call me directly at 757.645.1525 if you have any questions.
All the best-
Rob Brown, Founder, Encore Partners