Get the Guidance and Support You Need to Take Your Financial Advisory Business to Higher & Higher Levels of Success!

Former Top Producer in the Financial Services Industry … Executive … Author … Mentor & Coach … Creator of a Proven-Effective System for Substantially Growing ANY Financial Advisory Business … Wants to Show You How to Increase Your Client Base and the Assets You Manage by 30% or More in the Next 12 Months!

There’s a reason athletes have coaches … because coaches help them perform better.

A good coach can correct mistakes and draw out talent that the athlete didn’t even know he had.

And here’s the thing, coaches aren’t just for athletes, pretty much anybody can benefit from having a coach or mentor, including financial advisors.

If you want to unlock the key to your next level of success … if you are struggling to grow your business … if you want to eliminate stress and inefficiency in your business … if you want to overcome obstacles and increase your profits … I can help.

I’ve worked with advisors and RIAs affiliated with firms like UBS, Wells Fargo, Scott & Stringfellow, Stifel, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, H.D. Vest, Hilliard Lyons, DA Davidson, Commonwealth Financial Network, Davenport, Securities America, LPL, Wunderlich, Baird, Raymond James, Schwab Advisor Services and more.

One-On-One Coaching From a Million Dollar Producer Who Has Helped Launch and Build the Careers of Financial Advisors…Successfully Coached over 60+ Clients … AND…Who Have Generated Hundreds of Millions in New Assets

During my time as a coach, I’ve developed a reputation for showing financial advisors how to deliver the ultimate client experience, how to prospect with greater effectiveness and how to get the most out of each day.

But don’t just take my word for it. Why not listen to what my actual clients have to say?

“Doubled Our Company”
“So the last really nine months we’ve gone from about a ninety-five million dollar to about a two hundred million dollar company.”  “He understands the day to day…unique vision with where the whole thing is going industry wise.”

“I kind of treat Rob as my chairman of the board…for me as the CEO of the company it’s a good person (Rob) to have that can constantly challenge thinking and the ideas that I’m exploring.”

Click to Listen (Time: 29 seconds)

–Michael Lutz, Legacy Financial Strategies

“Income Went Up $100,000”

“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’.”

Click to Listen (Time: 31 seconds)

Ron Dickinson, CPA, CFP, Owner/Wealth Advisor, Dickinson Investments

Let Me Help You Write Your Own Success Story!

We can focus on your entire business or on a specific area of your business – it’s up to you.

As an example, here are some areas we could concentrate on:

• Assets and Revenues – We can work together to increase both by 30% or more in the next year
• Unique Value Proposition – We can develop and unleash your powerful UVP so you stand out from the herd
• Existing Clients – We can improve the way you deliver your client experience so you get the most out of your current relationships
• Referrals – We can dramatically increase the number and quality of the referrals you receive
• Schedule – We can make sure you get the most out of every day so that your productivity – and profitability – soar
• Team – We can improve your teamwork so you increase profits while working –and stressing – less

“In Much More Control of My Business”

“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.”

Click to Listen (Time: 56 seconds)

Richard Morrow, Senior Vice President/Financial Advisor, Wunderlich Securities

Not sure whether to focus on your whole business, a part of your business or even what part of your business? Don’t worry, before we get started we’ll meet for an introductory session where we’ll review your vision, your goals, your client promises, and how you’re spending your time. During this session, I’ll help you complete what I call the Encore Mind Map that will give us all the information we need to set priorities and develop a plan of action.

Then when we get started, here is more of what I can teach you:

• How to attract your ideal clients without spending all your time on marketing and neglecting other important areas of your business
• How to clearly define your value so that prospects are lining up to work with you
• How to structure your practice so that you never really have to worry about new Department of Labor rules
• The best, most efficient ways to generate leads – and then how to turn those leads in paying clients

And…

• How to take advantage of social media, the Internet and your website to grow your client base AND keep current clients satisfied
• How to save time when prospecting so that you don’t end up wasting valuable time that you could be serving your clients in unproductive coffees, lunches and small dinners with prospects
• How to simplify your prospecting efforts and begin attracting a steady, manageable flow of clients who appreciate your unique abilities
• How to stand out in a crowded marketplace and immediately get prospects to easily recognize you as their best option
• How to beat the “name brand” advisors at their own game – find out here how to get prospects to overlook their greater resources and see you as the best advisor for them
• How to position yourself against “automated platforms” so your value stands out in a way that potential clients will be happy to pay for your help
• How to break through “plateaus” and grow your business while continuing to provide excellent service to current clients
• And much more…

More Comments On My Coaching…

More Reasons Why You Should Hire Me as Your Coach…

You’ve heard the saying “those that can’t do teach?” Well, that certainly doesn’t apply to me.

I was a top-producing advisor for 25 years. I know what it takes to succeed in this business and now I’ve dedicated my life to helping others achieve success.

Why did I leave my successful career to become a coach?
Because I love to teach. Throughout my career as an advisor, I mentored hundreds of advisors.  When I was finally in a position to pursue my passion full-time, I jumped at the chance.

It’s been one of the best decisions I’ve ever made.
I truly love helping people overcome roadblocks and achieve success. It is so incredibly rewarding. I really want to help as many people as I can.

That’s why I wrote my book, “Delivering the Ultimate Client Experience,” which reveals step by step how financial advisors can provide top-flight service that makes current clients more loyal, encourages them to invest even more of their assets and turns them into referral-generating machines.

But as rewarding as writing that book was, I still prefer working one-on-one with clients. There’s nothing more gratifying than working closely with someone and helping them succeed.

So How Does My Coaching Work?
In the Elite and Virtual CEO programs, coaching is done over the phone or through GoToMeeting. In the core program, it is all done by email.

As I mentioned earlier I will help you complete a mind map before we begin so that we can understand your needs and concerns and develop a plan of attack.

We will move fast and will always have business growth or resolution of your particular issue in sight.

Since I’ve “been there and done that,” I can show you how to avoid costly and frustrating trial and error and instead start implementing proven effective strategies to grow your practice and increase your profits.

Three Coaching Options to Choose From…

Here’s a Closer Look at What Each Program Includes…

Additional Services

• Develop Lead Magnets for Online and Offline Use
• Website and Social Media Services
• Lead Generation Strategies
• Team Development and Hiring
• Book Development, Writing and Editing
• Onsite Team Workshops
• Offsite Executive Retreats

No Long-Term Contracts or Commitments Required

That’s right, you will not have to sign a contract or make any long-term commitments when you join my coaching program. In fact, you can cancel at anytime.

I would however recommend that you plan for several months of coaching as building a highly profitable financial advisory practice does take time. There are often many obstacles to overcome to get your business operating at peak efficiency.

We will tackle those issues together and make sure that you have a solid foundation for future growth.

Please be Advised This Program Isn’t for Everyone

This program is only for highly motivated advisors who are dedicated to transformation.  To achieving the type of success that will allow them to live the lifestyle of their dreams.

So if you are sick and tired of just thinking about achieving your goals and building the business of your dreams. And if you have a burning desire and the commitment it takes to be part of my exclusive coaching community… then climb on board, strap on your seat belt and Let’s Get Started!

Another Coaching Client Speaks…

“Cut Out the Trial and Error”

“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… Cut out the trial and error.”  “We have now doubled our business since working with Rob.”

Click to Listen (Time: 19 seconds)

Perry Reghetti, Senior Partner/Financial Advisor, Perry Reghetti and Associates

A Few More Things You Need to Know Before Signing Up …

First, please understand that I cannot guarantee your success. What I can guarantee is that I will give you personal attention and support and will not hold anything back from you. I will share everything that I’ve learned over the years so that you are able to grow your business as quickly and easily as possible.

Second, there are no refunds for my coaching. Because my time is valuable and I can’t get it back, I simply can’t offer any refund. So if you are not sure about the value of my coaching and what it can do for your business, please stop reading now … this opportunity is just not for you. If you do sign up, remember you can cancel at any time. As I mentioned earlier, there are no long-term contracts to sign.

Third, this is not a “get rich quick” type of program. You must be willing to work for the coaching to be beneficial. There is no “easy button” for success. I will, however, show you shortcuts that you can take that will save you time, money and hard work but again that does not mean that you won’t have to work at all. If you truly want success you have to be willing to work for it.

Coaching Spots Are Limited!

Now for the bad news, I can only work with a limited number of coaching clients at any one time. And, as you can probably imagine my schedule fills fast.

To avoid being placed on a waiting list, I urge you to sign up now while spots are available.

Right now, I’m currently accepting 9 new coaching clients. Once this limit is reached, and I expect it to be reached very shortly, possibly even by the end of today, I will place applicants on a waiting list and you will be notified if a spot comes open.

However, it could be weeks, maybe even months, before a spot opens up – and you know as well as I do that businesses can fold in much shorter time than that.

To ensure the success of your practice, sign up now and get the expert coaching you need to overcome obstacles and increase your client base, assets under management and profits.

• You really can have a thriving, successful business …

• You really can have the lifestyle you’ve always wanted

• You really can accomplish your goals and be happy and content …

The first step to turning your dreams into reality is getting a coach like me who can take you by the hand and guide you to the success (and profits) you desire.

Sign up now before it’s too late …
[genericon icon=next size=2x]CORE [genericon icon=next size=2x] ELITE [genericon icon=next size=2x] Virtual CEO