“Take Your Financial Advisor Business to the Next Level of Success”
Encore Partners is a personalized resource for financial advisors who want to improve their practices. We do this by coaching and mentoring you on how to deliver the ultimate client experience, prospect with a purpose, and get the most out of each day.
- Achieve higher levels of success (while also bringing a balance to your work and personal endeavors)
- Get practical, step-by-step advice specific to your situation
- Implement web marketing projects that strengthen your position, target specific market segments, and compliment your referral strategy.
- Leverage 25 years of financial industry insight that provides answers to what works – over the short and long-term
Encore Team
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 has been a speaker at Securities Industry and Financial Markets (SIFMA), Financial Planning (FPA) and American Banker (ABA) Association events. He is a contributing author to Horsesmouth.com and The Elite Advisor. And has been quoted in On Wall Street, Registered Rep and Information Week magazines.
Financial Advisor Coach
“Rob has the ability to simplify ideas, tasks, strategies, and issues to their most important elements and to explain those points to others in a consultative way that is easy to understand”
-Scott, Founding Manager, Registered Investment Advisor (RIA), Virginia
“You help to connect the dots in my business. You are very good at painting a picture that helps greatly with decision making.”-Michael, President, Registered Investment Advisor (RIA), Kansas
“I think you are uniquely qualified to view things strategically.”
-Charles, Senior Managing Director, Financial Advisor, North Carolina
Eric Holm supports financial advisor marketing with an emphasis toward online channels. In a previous position, he led enterprise level site design with over 2000 pages of content. He has ten years experience interacting with creative services, technical staff and senior personnel to build service awareness across print, web, email, and social media channels. His work includes projects in education, manufacturing, software, retail technology, financial advising and more. Recent projects focus on web design/redesign, content marketing, and nurturing prospects via email marketing.