My name is Rob Brown. I’ve had a highly success career in the financial service industry. I consistently ranked in the upper echelon (top 10%) of producers in my firm. All the while I held management and executive level positions overseeing critical departments and strategic initiatives.
If you wanted to get something really important done…I was the “go to” guy. One of my managers told me…“You are the only advisor in the business that makes this job look easy and I think it says a lot about you, your team, and your approach.”
I’ve also been heavily involved with coaching, training, mentoring and speaking. 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.
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.
My system is 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 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
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.
Plus…when you invest in my book, you’ll gain immediate access to a special “member-only” section of my website. You’ll get even more business boosting strategies. It contains customizable campaigns, letters, scripts and email templates that will save you time.
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!”
Financial Consultant, Branch Manager
You can by my book (and e-book) on Amazon, Barnes and Noble and iTunes…
But when you buy it through this website, you’ll save a few bucks. Plus, 100% of your purchase price will go to charities that promote reading and childhood literacy. I’m picking up the entire cost of printing, shipping and handling.
Your purchase will put more books in classrooms and libraries.
Why am I doing this?
Focusing on childhood reading has had a profound impact on my family. From infancy, my wife and I constantly read to our triplet daughters. They ended up excelling in school and college. And now, they’re exceptional citizens of this world.
We have been blessed…but it wasn’t an accident.
Children who are solid readers perform better in school. They have a healthy self-image. And they become lifelong learners.
Using the proceeds from my book to support this important cause is a great way to give back.
Plus, I want to sell more books.
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, Founder, Encore Partners
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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