Attention: Financial Advisors
Frustrated in your pursuit of building your dream business…and ready to break free from the “stuff” that’s holding you back?
“Your greatest headaches can end TODAY! Say goodbye to the “hamster wheel” that has you running in place. And say hello to more freedom, more assets under management and an advisory practice that stands out in a crowded marketplace.
From The Desk Of Rob Brown
I want to thank you for your interest in a “Deep Dive Strategy Session”.
I’m happy to speak with you because I’m looking for ideal clients too…elite advisors looking for massive breakthroughs in their businesses.
To find out if that’s you…
I’ve set aside some time to personally design a customized business growth blueprint just for you.
Your session will be based on The ENCORE Method, my proprietary system for simplifying your businesses so you gain the freedom to grow your businesses around your most ideal clients without sacrificing time and money.
I’ll meet with you live using GoTo Meeting and literally design a customized blueprint on the spot.
Your blueprint will be your “take-a-way” for achieving your goals and overcoming any challenges that may be holding you back.
I want to help you get the most out your business….TODAY!
“Rob was a producer and a manager. He understands what you are doing… he’s going to challenge what you’re doing if it’s wrong. He’s going to make you aware of what you need to do achieve your goals.” “Thanks to Rob, I feel that I am in much more control of my business.” “If you want to grow your business in an efficient manner relatively quickly, he is who I would hire.”
Richard Morrow, Senior Vice President/Financial Advisor, Wunderlich Securities
This EXACT Process Has Been Worth Billions of Dollars In New Assets For My Clients…Saving Them Countless Hours of Wasted Time, Energy and Effort.
Take a look at some key takeaways and insights from advisors who have experienced this very process…
“I’ve never seen such a concise system as it relates to growing my practice. These are truly the key things that you need to look at to help you see what you’re missing.”
“I now realize that there are hidden, more impactful areas of my business that I should be working on that could explode my growth.”
“If you’re building out your team, this is a great way to structure your team around the growth triggers that are most important to your business.
“This system helps advisors realize what areas of their marketing will move the needle most! You can stop chasing after people that aren’t good fits for your business.”
“I realized, by working through this process that I am actually living my dream, but I hadn’t even realized it. Now, the sky is the limit.”
There’s a nominal, one-time investment of $497 for your customized session. (Your payment can also be applied to any future work we may do together.)
I’m offering you this one-on-one session because I’m confident that by walking you through a “Deep Dive Strategy Session”, I can quickly help you make small, strategic shifts that will uncover hidden opportunities in your business.
You will be thrilled!
And that’s why I do what I do…there’s nothing better than seeing new ideas come to life!
Leading transformation is cool.
Plus, there’s a chance you may become one of my future dream clients.
And it only takes about 60 minutes for us to put your customized blueprint together.
At the end of this session one of three things will happen:
1. You’ll love the plan and decide to implement it on your own. If this is the case, I’ll wish you the best of luck and ask that you keep in touch with me to let me know how you’re doing.
2. You’ll love the plan and ask to become a client so I can personally help you execute, maximize, and profit from it ASAP. If that’s the case, you can apply your $497 investment to any future coaching, and we’ll knock it out of the park. That’s a promise.
3. In the unlikely event that you feel like I wasted your time…I’ll refund your $497 fee. No questions asked. Your time is the most valuable asset you have, and I respect that.
As you can imagine, this offer generates a lot of interest.
And that’s why I need you to read this next part carefully:
This Is NOT For Everybody. Here’s Who I CAN Help.
I’m VERY picky about who I’ll speak with and I have a strict (yet reasonable) set of criteria that needs to be met in order for us to proceed.
Here it is…
- You’re 100% Committed To Your Success and You Have a Solid Business Already: This offer is for advisors who already have some traction…looking to move up the success ladder.
- You Have The Capacity and Desire To Grow by 50% (or More) Over The Next 12 To 18 Months: You have a decent flow of new business, but you’re looking for more consistency.
- You Have An Open Mind…You’re Willing To Look At Things Differently: You tend to embrace more of a positive, can-do outlook on work and life. (If not, we won’t be a good fit for one another.)
- You Take a Client Focused Approach and You Want to Treat Your Clients Extraordinarily Well: You’re committed to creating transformations not only in your business and life, but also in the lives of your clients…I call this “Delivering the Ultimate Client Experience”.
–Michael Lutz, Legacy Financial Strategies
Here’s What To Do Next
If you believe you meet the criteria above and would like to talk to me about achieving incredible results, then I’ll happily set aside some time for your “Deep Dive Strategy Session”.
First, you’ll need to click one of the blue bars on this page and make your $497 payment.
Next, you’ll complete an application. Don’t worry, it’s simple and it only takes a few minutes.
I just need to know a little about your business and get an idea of what you would like to accomplish over the next 12 to 18 months.
Finally, you’ll pick a time that fits your schedule.
To start your application process…
- …just click any one of the blue bars on this page to make your investment
- …once complete, you’ll be redirected to the application page
- …select your time zone
- …self-schedule a time that fits your calendar
- …and then answer a few questions.
You’ll be all set for our call and we’ll send you a confirmation via email.
Click Here to Schedule Your “Deep Dive Strategy Session”
Here’s What Will Happen After That
During our strategy session, I’ll share my screen and design your blueprint in real time. (If you like, I’ll even send you a recording of our call.)
You can expect this session to last 60 minutes. This is where we really begin working to figure out exactly what you want…and how to make it happen.
We’ll review your vision, your goals, your client promises, and how you’re spending your time…and we’ll create a plan to bring in new dream clients and grow your assets under management.
If we both see the value in becoming a high-level client, great! We can talk about it.
And if you don’t want to become a client – that’s OK too.
And if you tell me I’ve wasted your time, I’ll refund your $497.
So you literally can’t lose.
(By the way – I’ve NEVER had anyone feel like their time was wasted. EVER. That’s why I can make this offer. I DELIVER. Would anyone else take such a risk?)
“He knows who we are and what’s important to us, what we’re trying to accomplish. It’s not all about money by any stretch of the imagination.”“He’ll take a look at your business, you tell him what you want to be, where you want your business to go or what you’re trying to do that’s different, and he will have knowledge of past experiences with somebody else, that he’ll be able to tell you what works and what doesn’t work. Kind of cut out the trial and error.
He doesn’t over-promise, and under-deliver. He delivers what he tells you he’s going to deliver. He helps you talk through things whenever you’re speaking to him about something and you really can’t wrap your head around what you’re even asking him, he’ll normally get that out of you.
He knows who we are and what’s important to us, what we’re trying to accomplish. It’s not all about money by any stretch of the imagination.”
Senior Partner/Financial Advisor
Reghetti/Moore and Associates
WARNING – Limited Space Available
This opportunity is limited because of the intense one-on-one time required to provide your customized ENCORE blueprint.
Plus, it’s physically impossible to work closely more than a couple dozen of clients. I really don’t like having an overload of clients. That lifestyle doesn’t agree with me. And it’s not fair to those I choose to accept into my private coaching programs.
I like to work with a select group of amazing clients…creating powerful transformations. That way, the return on our time, energy and resources increases significantly and compounds over time.
If you think you’re ready, please click below to submit your application.
Founder, Encore Partners
Author, Delivering the Ultimate Client Experience
About Rob Brown
Rob Brown, a top-producing advisor for over 25 years, has coached hundreds of elite advisors from dozens of advisory firms and broker-dealers. He’s best known for helping advisors implement innovative (yet simple) ideas that generate immediate and impactful results.
Author of Delivering the Ultimate Client Experience, Rob has been a speaker at Securities Industry and Financial Markets (SIFMA), Financial Planning (FPA) and American Banker (ABA) Association events.
He has been a contributing author to Horsesmouth.com and The Elite Advisor. And he has been quoted in On Wall Street, Registered Rep and Information Week magazines.
“My income went up $100,000 over night from one project we did together…and that’s permanent.” “He’s very, very knowledgeable about the industry….from the broker dealer world to independent registered investment advisories like myself … a little joke I’ve had lately with Rob it’s like, ‘You’re right again’.”
Ron Dickinson, CPA, CFP, Owner/Wealth Advisor, Dickinson Investments