“The 7 Insider Secrets of Ultimate Client Success”

Complimentary Webinar – Wed., February 19, 2014, 12:00 PM EST


Sign up now and You will also Get Immediate Access
to our Ultimate Client Experience Report!

uce-book-cover-smDelivering the Ultimate Client Experience will have a positive impact on EVERY aspect of your practice.

Here’s some of what we’ll cover during this 45 minute session…

  • Increase the assets you manage by 25% or more over the next 6 months
  • Increase your referrals fivefold
  • Get more time back in your day
  • Reduce tension and stress
  • Keep your clients happy in even the toughest market environments

“The fastest-growing registered investment advisors in 2012 saw net organic growth rise five times faster than all other firms because they excel at delivering “the client experience” and as a result get more referrals.”
-Schwab Advisor Services Benchmarking Survey, ThinkAdvisor.com, 2013


You experience explosive gains that compound over time

  • Your ideal clients become your ultimate clients; dramatically increasing your profitability
  • Client loyalty and confidence helps you capture new business opportunities and generate high quality referrals
  • Superior client service and advice means your work is more satisfying and rewarding
  • The more time you spend in client-facing activities, the more income you will generate for your practice and yourself
  • Your client service model makes client-acquisition easier; your prospects know exactly how they will be treated when they become clients of your practice
  • You add hours back to your days by streamlining your service model and eliminating clients who no longer fit
Michael Lutz, Legacy Financial Strategiesquote-mark-smThe ‘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

Reserve Your Seat

Get actionable ideas you can apply right now!

Mark Your Calendar

Date: Wednesday, February 19, 2014
Time: 12:00 PM EST
Featuring: Rob Brown, Author, Delivering the Ultimate Client Experience

Your personal and professional growth is well worth the time you’ll invest in this event.



Where should I send your 'ENCORE SCORECARD'?