The 3-Stage Strategy My Clients Use to Create a Clear Path to Greater Purpose, Productivity and Profits
Attention Financial Advisors, Financial Planners, Wealth Managers and RIAs…
This might sound shocking to some, but building a 7-figure and higher business is NOT just about AUM and revenue growth.
It’s also about your purpose. Enjoying your work. And serving clients that truly appreciate the value of your advice.
Building an awesome practice is not as difficult as it may seem.
Just like tailoring a financial plan or an investment portfolio to meet your clients’ desires, you need an optimization process….
…a step-by-step system that will help you:
• Gain crystal-clear clarity on your future direction
• Steadily improve your personal and professional productivity
• Implement client acquisition techniques that attract high-value clients on-demand
• Add $120,000 or more per year in recurring, fee-based revenue
Sure, I know…
…the naysayers suggest that the only way to get massive results is to work twice as hard, putting in crazy hours, and look, I’ll be honest – sometimes that does work…
But who on earth wants that kind of life?
My method focuses on 5 fundamental truths of business optimization…
1. Understanding Your Purpose…Be Intentional
2. Positioning Yourself to Serve Your Most Ideal Clients
3. Knowing How to Get More Done in Less Time with Less Stress
4. And Growing Profits Faster than You Ever Thought Possible
5. While Delivering the Highest Levels of Client Care and Advice
Want to learn how?
I’d like to invite you to join my upcoming webinar. I’ll walk through the exact process.
BTW – If the time doesn’t fit your schedule, register anyway. I’ll make sure you receive access to the replay.As 2013 quickly winds to a close, it’s an important time for Financial Advisors to review progress and get a head start on the new year.
Here’s how one of our clients sums up our advice…
Rob Brown’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.
Mark Your Calendar
Date: Thursday, November 29, 2018
Time: 11:30 AM-EST
Featuring: Rob Brown, Founder, Encore Partners