Get All the Training and Support You Need toRapidly Grow Your AUM…
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Without Stress, Complicated Technology or Expensive Marketing Programs
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(Please Watch the Complete Video Before Joining)
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Say Goodbye to “Silver Bullet” Solutions…Forever!!!
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Learn how to focus on your highest impact activities.Face it…there is a constant battle for your time. But when you know how to operate in your zone of high impact activities, you feel better about yourself, your business grows faster and your clients are better served. During this program, you’ll literally learn how to get hours back in your days allowing you to spend your time where it matters most.
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Develop a pipeline that leads to your most ideal prospects and clients.When it comes to client acquisition, a lot of lip service is paid to things like niche marketing, seminar selling, websites and social media. Most programs, even the free ones, are costly because they don’t get results. And they’re way too complicated. We’ll show you how to develop simple (low or no cost) routines that produce consistent results within weeks.
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Discover how to build a memorable, repeatable and referable client experience.The best businesses are built around their clients and the way they serve them. Unfortunately, lousy client segmentation schemes, misconceptions around intergenerational planning and the onslaught of online (robo) competition has many advisors scrambling for the right balance. We’ll teach you how to build a client service model that will make your clients feel special and help you grow your AUM.
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A Practical, Proven System for Growing Your AUM without Working Long Nights and Weekends
No more “cutting and pasting” tips, tools and techniques that were never intended to work together. No more bright shiny objects. No more “experts” who don’t really understand your business.
Watch these videos to get a glimpse of what we’ll cover…
Daily Success Habits
Duration: 5h 37m
Building and sustaining daily success habits will take you and your team from overwhelm to less stress and greater productivity…getting hours back in your days.
Future Client Equation
Duration: 4h 37m
If you’re serious about working with clients who are ideal for you and your practice, your client acquisition routines need to move from uncertainty to specificity.
Unique Client Proposition
Duration: 8h 31m
In a crowded marketplace, it’s easy to look like everyone else…underselling your value. You must tell a story that makes your business stand out from the crowd.
Online Opportunities
Duration: 10h 36m
Websites, blog posts, LinkedIn networking and Facebook advertising are just a handful of places a little bad advice can lead to a lot of wasted time and money.
Building Advocacy
Duration: 3h 51m
Advocacy is a simple and elegant routine that leads to consistent, high quality referrals and introductions from clients, COIs and personal connection.
Quick Wins
Duration: 3h 13m
Sometimes we make prospecting too difficult. We look for complicated solutions when the best answer is right in front of us. Don’t forget to look for “quick wins”.
Ultimate Client Experience
Duration: 16h 16m
The most successful advisors build their businesses around their clients and their service models. Done right, this process has a positive impact on every aspect of your business.
Expertise Engine
Duration: 3h 07m
The best way to go from being just a market player to becoming a true market leader is by leveraging your expertise to generate leads and new opportunities.
Personal Freedom
Duration: 4h 36m
Real freedom requires building a business that can operate without you. And it’s a formula for maximizing the value of your practice…a built-in continuity plan.
Where are you today? Where do you want to go next?
We’ll help you deploy a step-by-step system to achieve your next level of success.
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About the Creator
Rob Brown, a top-producing advisor for over 25 years, is the founder and principal of Encore Partners. He is the author of “Delivering the Ultimate Client Experience”. And he is the creator of the AUM Launchpad.
In addition to having led his own, highly successful investment and financial planning practice, Rob has served in several senior leadership roles within the financial services industry. He has coached hundreds of elite advisors from dozens of advisory firms.
Rob’s one-on-one clients generally have at least $50 million under management with at least 50% of their revenues coming from fee-based assets. His corporate clients include RIAs, broker-dealers and hybrid firms.
He develops and delivers sales, marketing and performance improvement strategies through coaching, training and speaking engagements.
Rob Brown – Successful Advisor, Author, Coach
Here’s What You’ll Get
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Unlimited access to all Encore Partners training courses and programs.
VIDEO, AUDIO, TRANSCRIPTS ›
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Library of templates, tools and frameworks to ensure seamless implementation.
DOWNLOADABLE TOOLS ›
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Live mastermind sessions and webinars to answer your most important questions.
LIVE MASTERMIND SESSIONS ›
Join Us Now for Just $97arrow-down
What People Are Saying…
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Do you really want to double your AUM?
“So the last really nine months we’ve gone from about a ninety-five million dollar to about a two hundred million dollar company.” “Rob understands the day to day…unique vision with where the whole thing is going industry wise.”
Michael Lutz, CFP®, Legacy Financial Strategies
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Consistently fill your pipeline with qualified prospects…
“Rob Brown’s approach is a road map that takes the financial advisors to the promised land of how we should all be running our business and serving our clients. By working with Rob, I’ve moved my business from one with satisfied clients and limited referrals to one where my only problem is keeping up with the growth.”
Ron Dickinson, CPA, CFP®, MPA-Tax, Dickinson Investment Advisors
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Keep it simple and take action…
“Rob’s common-sense approach to delivering client service is refreshing. No outlandish, high cost tactics – he keeps it simple and makes it actionable. I would not be at the level I am without his diligent approach and expertise!”
Patrick Bykerk, Raymond James
Is This Course Right For You?
Who is this for
- check-circle-oFee-based or fee-only advisors with a financial planning focus
- check-circle-oAdvisors and planners who are serious about AUM growth
- check-circle-oAction-takers
- check-circle-oAdvisors and teams committed to putting clients first
Who is this not for
- times-circle-oAdvisors who focus more on sales and less on relationships
- times-circle-oComplacent advisors with a no-growth or a low-growth outlook
- times-circle-oBright shiny object buyers
- times-circle-oSalespeople who focus on high commission products
30-Day Money Back Guarantee
Join us for the next 30 days. If you don’t think we’re delivering on our promises and commitments, just send us a message. We’ll refund your money…no questions asked.
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AUM Launch Pad
Don’t be Left Behind: Get Started Today!
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