Leverage our experience to help you negotiate over and around business hurdles. We have consulted with hundreds of advisors — representing dozens of broker/dealers and investment advisory firms — to move their businesses to the next level.
- Grow your assets under management
- Increase your client base with a rock solid referral system
- Streamline processes that hack away at your productivity
Deep Dive Strategy Session
The best way to get started is by signing up for a Deep Dive Strategy Session. We will use the ENCORE Method to review your business and discover the “big ideas” that will help you achieve your goals. This customized session is guaranteed to leave you with actionable strategies you can implement immediately.
Schedule Your Deep Dive Strategy Session
Private Coaching
Our highest levels of personal coaching, we leave no stone unturned. Looking over your shoulder, we get fully immersed in your business and work together to accomplish your biggest goals and overcome your greatest challenges…
- Building your referral and networking strategies
- Generating leads
- Reinvigorating your website, social media and online strategies
- Segmenting and servicing clients
- Strengthening your marketing materials and prospecting processes
- Structuring or re-structuring your team
- Developing a concrete plan to increase your fee-based income
- Increasing your bottom-line profits
- Feedback on your investment or financial planning process
Speaking Engagements and Workshops
Speaking engagements at industry and client conferences include: Securities Industry and Financial Markets Association (SIFMA), American Bankers Association (ABA), MFS, Commonwealth Financial Network, Sterne Agee, Sentinel Investments, UBS, Securities America, and Merrill Lynch.
Topics Include:
– Time Mastery: How to Get the Most Out of Each and Every Day
– Delivering the Ultimate Client Experience
– Perpetual Growth: How to Continuously Achieve New Levels of Success
– Client Advocacy: Creating a Steady Stream of High Quality Referrals
– Creating Outrageous Success
If you would like to explore hiring Rob Brown to speak at your next event, please call 757.564.7226