Get the Guidance You Need to Take Your Business to Your Next Level of Success
Learn How to Simplify Your Business and Systematically Add Ideal Clients to Your Practice without Wasting Time or Money!
There’s a reason athletes and top executives have coaches … because coaches help them perform better.
And here’s the thing, coaches aren’t just for athletes or executives, anybody can benefit from having a coach or mentor, including financial advisors.
How do I know?
I’ve hired and fired coaches for years. For myself and for other advisors. You name the leading coaches and the training programs in the industry… and I’d bet I’ve worked with them in one way or another.
Some of them are great. Most suck.
And as much as I hate to admit it, I’ve followed some pretty bad advice in my career. Cost me thousands. Wasted loads and loads of time.
When I’ve gotten it right… my business has skyrocketed.
Whether I was trying to improve my personal productivity, increase my fee-based revenues and assets under management, develop a solid team, improve my leadership skills or a myriad of other things…
…the periods of breakout improvement included a rock solid mentor.
I believe that a top notch coach paired with an open-minded student is a 10x ROI or more equation!
That’s why I do what I do today!
If you want to unlock the key to your next level of success … if you are struggling to add new ideal clients and grow your business … if you want to save time and eliminate stress and inefficiency in your business … if you want to overcome obstacles and increase your profits…
… I can help (keep reading).
But if you’re okay with status-quo… unwilling to look at your business through a different lens …just not motivated to improve… you may as well stop reading this page.
We’re probably not going to be a good fit for each other.
Real results require serious intent… success is not an accident.
Just so you know, I’ve recently been working with advisors and RIAs affiliated with…
Over the years, other firms include Scott & Stringfellow, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, H.D. Vest, Hilliard Lyons, DA Davidson, Commonwealth Financial Network, Davenport, Securities America, LPL, Wunderlich, Voya, Cetera, Fidelity, TD Ameritrade, Schwab Advisor Services and more.
Yeah, I know… that’s a pretty long list.
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
That’s why I’ve developed a reputation for using this experience as well as my past (in-the-trenches) experience as a top-performing advisor to provide quick and clear insights and RESULTS.
I’m not a coaching generalist. Or a inexperienced “staff” trainer.
When you hire my company, you hire me!
You add 30 plus years of proven performance to your team.
I believe I’m the best in the business.
But don’t just take my word for it. Why not listen to what my actual clients have to say?
“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.”
–Michael Lutz, Legacy Financial Strategies
“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’.”
Ron Dickinson, CPA, CFP, Owner/Wealth Advisor, Dickinson Investments
Let Me Help You Write YOUR Next Success Story!
We can focus on your entire business or on a specific area of your business – it’s up to you.
My ENCORE Method is a complete system for taking advisory practices, wherever they may be today, to their highest levels of success.
Here are some areas where we could begin our focus…
- Clarifying Your Vision and Focus – We can make sure you have a crystal clear picture for developing the business of your dreams.
- Increasing Your Assets and Revenues – We can work together to increase both by 30% or more in the next year.
- Solidifying Your Unique Client Proposition – We can develop and unleash your powerful UCP so you stand out from the herd.
- Elevating Your Ongoing Client Experience – We can improve the way you deliver your client experience so you get the most out of your current relationships.
- Increasing Your Qualified Leads and Referrals – We can dramatically increase the number and quality prospects in your pipeline.
- Develop Your Web and Social Media Presence – We can set-up an online presence that leverages your expertise to better serve your clients and capture new business.
- Dramatically Improve Your Personal Productivity – We can make sure you get the most out of your efforts every day so that your productivity – and profitability – soar.
- Escalate Your Team and Teamwork – We can improve your teamwork so you increase profits while working –and stressing – less.
- Developing Your Succession and Legacy Planning – We can make sure you’re building a legacy that lasts while ensuring you reap the financial rewards when you’re ready to sell.
“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.”
Richard Morrow, Senior Vice President/Financial Advisor, Wunderlich Securities
Not sure where to start?
Don’t worry, before we get started we’ll meet for a free Strategy Session where we’ll review your vision, your goals, your client promises, and how you’re spending your time.
I do NOT believe in overwhelm. My system is based on simplicity.
I will NOT add hours to your week. In fact, I’ll have you getting more done in less time before you know it.
Here’s the thing… it’s really easy to create a long laundry list of all the things you could do to make your practice better. That’s what most coaching and training programs do.
It makes the coach feel superior and important.
Truth… it’s YOUR business.
Your goals are the most important things we can work on. And when I can help you see and do a few simple things that have multiplying results…
…you will WIN!
And, as your coach, I will sit on the bench and cheer like crazy…
…we will celebrate together.
To learn more, Schedule a Complimentary Strategy Session.
A few more words from my clients…
Need more reasons to add me to your team…
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 over 25 years. I know what it takes to build a sustaining practice. I’ve built complex financial plans and customized investment models. I know what it’s like to sit across the desk from clients (in good time and bad).
I was a pioneer in developing a fee-based business model.
As an executive, while still running my own practice, I led the business development efforts for 250+ other advisors.
I helped develop money management platforms, technologies, systems and tools that are mainstays in the wealth management world today.
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 other advisors. I loved being the guy who was asked and answered the toughest questions. So I decided to pursue it “full-time”.
It’s been one of the best decisions I’ve ever made.
I truly love helping advisors overcome roadblocks and achieve success. It’s 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 directly with clients. There’s nothing more gratifying than working closely with someone and helping them succeed.
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…
“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.”
Perry Reghetti, Senior Partner/Financial Advisor, Reghetti/Moore and Associates
A Couple 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, 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 Schedule a Complimentary Strategy Session.
I’m currently accepting new coaching clients. Once this limit is reached, 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, schedule a strategy session 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 live the lifestyle you’ve always wanted
- You really can accomplish your goals
The first step is hiring me to take you by the hand and guide you to the success (and profits) you desire.
To learn more, Schedule a Complimentary Strategy Session.