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.
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 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.
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?
What Others Are Saying About My Coaching
“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.”
Michael Lutz, CFP – Principal/CEO/Financial Advisor, Legacy Financial Strategies
AUDIO CLIP: “Rob has a unique capability of thinking both inside and outside the box. A lot of coaches that I’ve worked with in the past have one way of thinking. It’s a great relationship as long as you stay in that box so to speak. Rob and I have at least together, found ways to think beyond that. We’re not just working on the company as it is today, but there’s a lot of design that we talk about. Employee stuff we talk about. I kind of treat Rob as my chairman of the board so to speak. And for me as the CEO of the company it’s a good person to have that can constantly challenge thinking and the ideas that I’m exploring.”
“He knows who we are and what’s important to us, what we’re trying to accomplish. It’s not all about money by any stretch of the imagination.”
Perry Reghetti, Senior Partner/Financial Advisor, Reghetti Moore Wealth Advisors
AUDIO CLIP: “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. Kind of cut out the trial and error. He doesn’t over-promise, and under-deliver. He delivers what he tells you he’s going to deliver. He helps you talk through things whenever you’re speaking to him about something and you really can’t wrap your head around what you’re even asking him, he’ll normally get that out of you. He knows who we are and what’s important to us, what we’re trying to accomplish. It’s not all about money by any stretch of the imagination.”
“Thanks to Rob, I feel that I am in much more control of my business.”
Richard Morrow, Senior Vice President/Financial Advisor, Wunderlich Securities
AUDIO CLIP: “The two things that Rob did for me that I think are just beyond crucial is, he makes you segment your book, think about your book, and then the math becomes pretty simple. If you want to get to “X” you have to do twice as much of “Y.” You can only do that by segmenting your book and thinking about it a lot. I feel that I am much more in control of my business.”
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
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
- 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…
“You are helping us grow our effectiveness to communicate with our prospects and clients. Thanks for leading the way for us. You have been the spark to a lot of creative energies throughout our team.”
“You ask the tough questions. And you have the experience to back it up. I got an amazing amount of direction from our call. It would take most coaches hours to dispel the ideas you generated for me in 15 minutes. You’re at the top of your game.”
“I thought we’d double our AUM in 5 years, but I was wrong. We’ve more than tripled our assets and our revenues in less than 4 years. You help me see things more clearly. When we have a challenge, you help settle the waters. You ask the right questions and help us set direction. We wouldn’t be where we are today without you.”
“Rob Brown’s approach is a road map that takes the advisor 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.”
“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.”
“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!”
“Rob’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.”
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.
There Are Currently Three Coaching Options to Choose From…
Coaching Option 1 – The Core Program
One strategy email per week. Cost of this option is $500 a month, billed every 30 days.
I’ve found that one email a week is perfect for keeping financial advisors on track for success. It forces you to prioritize your issues and truly analyze your business performance. Many clients get business-changing insights just from the process of selecting a question and writing it to me each week. After receiving your question, I will then send you back a well-thought-out response that will help you move forward.
Coaching Option 2 – The Elite Program
Two 30-minute calls per month. Cost of this option is $1,000 a month, billed every 30 days.
Building on your customized strategy, the calls themselves will be filled with beneficial information, tips and action items. That’s why I record and transcribe the calls so that you can play them back or read them later and make sure that you caught everything that was said.
Coaching Option 3 – The Virtual CEO Program
Four 30 minute calls per month. Cost of this option is $1,500 a month, billed every 30 days.
I’ll become a critical part of your team. You can rest assured that we will get a lot done together on each call and will quickly come together as a team working hard to grow your business.
Here’s a Closer Look at What Each Program Includes…
|Develop initial strategy and action plan||Yes||Yes||Yes|
|Ongoing Strategy Emails||1 per week||As needed||As needed|
|Ad hoc Emails||Unlimited||Unlimited||Unlimited|
|Telephone or video coaching||–||Bi-weekly||Weekly|
|Call or video recordings||–||Yes||Yes|
|Call or video transcription||–||Yes||Yes|
|Ad hoc phone calls||–||Unlimited||Unlimited|
|Progress tracking and accountability dashboard||Yes||Yes||Yes|
|Custom ENCORE mind map||Yes||Yes||Yes|
|Access to all ENCORE online training programs||Yes||Yes||Yes|
|Website and social media review||As requested||As requested||As requested|
|Private LinkedIn group (coming soon)||Yes||Yes||Yes|
|Access to ENCORE member-only website (coming soon)||Yes||Yes||Yes|
|Annual ENCORE Mastermind Meeting (coming soon)||Yes||Yes||Yes|
|Time commitment||Cancel any time||Cancel any time||Cancel any time|
|Investment||$500 per month||$1,000 per month||$1,500 per month|
|Develop lead magnets||Custom||Custom||Custom|
|Website and social media services||Custom||Custom||Custom|
|Lead generation services||Custom||Custom||Custom|
|Team development and hiring||Custom||Custom||Custom|
|Book development, writing and editing||Custom||Custom||Custom|
|Onsite team workshops||Custom||Custom||Custom|
|Offsite executive retreats||Custom||Custom|
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 dreaming 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…
“He’s (Rob) very, very knowledgeable about the industry…it seems like the last major decisions over last year it was like in the end if I had just listened to him the first time I would’ve been better off instead of fighting back.”
Ron Dickinson, CPA, CFP, Owner/Wealth Advisor, Dickinson Investments
AUDIO CLIP: “He’s very, very knowledgeable about the industry. And it’s a wide industry background from broker dealer world to independent registered investment advisories like myself. And I got a little joke I’ve had lately with Rob it’s like, “You’re right again”. I’ll argue with him as I think something through, and he’ll gently come back and say, do this, do this. Matter of fact, sometimes I’ll push back real strong and he’ll let me do what I want. But it seems like the last major decisions over last year it was like in the end if I just listened to him the first time I would’ve been better off instead of fighting back. I just say Rob you’re right again or something like that. So I think that plays into his knowledge.”
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 …