One-on-One Coaching and Strategic Consulting

Happier Clients, More Income and Greater Personal Freedom

Learn the time-proven principles that have helped many financial advisors break free from the obstacles that hold them back and design a business that meets your lifestyle and income goals … Now, it’s YOUR turn to put them to work!

  • Are you stuck on a plateau in your business and ready to catapult to a new level of success?
  • Has your growth in recent years been overly reliant on rising markets?
  • Does your current routine leave you stressed without enough time in each day?
  • Would you like to grow your assets under management by routinely adding more 7 figure and higher accounts?

Good news. I can help you quickly move several rungs up the success ladder. Honestly, technical ability and wishful thinking only takes you so far.

Whether you’re an RIA, an independent advisor or a wire house advisor, I can help you achieve your goals more quickly and easily than any other method.

You will focus on better clients, generate more referrals, and close more profitable relationships (who believe in your ability to truly help them).

Here are Just a Few of the Things We Can Create Together…

  • Get clear on your next steps for massive growth…and get going.
  • Review opportunities to systematically and dramatically increase lasting fee-based income.
  • Create a unique customer focus for your business that gets clients and COIs sending you a steady flow of highly qualified referrals.
  • Dramatically improve your prospecting strategies and marketing materials including your web and social media presence.
  • Identify time killers that throw your business off track.
  • Develop focused 90 day, one year, and three year goals that are not only exciting and fulfilling, but they’re also practical and attainable.
  • Become a master of your day rather than a slave to other people’s agendas.
  • Build a team that truly supports your business and makes your time in the office more enjoyable.
  • Access my storehouse of client engagement material that you can adapt easily to create rock solid client loyalty.
  • Get feedback on your investment or financial planning process.
  • Identify overlooked opportunities inside your current business…to reduce expenses and multiply your profits right away.

Work With a Coach Who Has a Proven Track Record…

I can offer you 30 years of experience in the financial advisor trenches. Building practices, clients, and negotiating around and over hurdles. In addition to my own practice, I’ve worked hand-in-hand with hundreds of advisors. I understand the ins and outs of this industry. I never use a generic solution because that can’t possibly get you what you want.

Rob, thanks for your leadership; it’s made a huge difference to our practice.
-Luke, UBS, Senior Vice President-Investments

I can’t tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly.
-John, Scotia McLeod, Wealth Advisor

Rob, you have the knack over all the other coaches of applying the right amount of common sense salt when the advisor needs it.. This is why in my humble opinion, you are the grandmaster of them all.
-Stewart, Independent Advisor

You share practical ideas and then give a step-by-step plan on how to make it work.
-Greg, CPA/PFS, CFP, Wealth Manager

IF you are committed to growing your business and ready to invest in yourself to get it done, you have two options.

The first option is “email only” coaching. You get my private email address and can send me email questions…and I’ll answer them within 24 hours Monday through Thursday (I don’t offer this service Friday through Sunday).

Typically my detailed email replies to your questions will occur every morning when I check email around 8 AM EST. It may take up to a couple of hours to reply to all my clients from the previous day. On rare occasions it could be early afternoon instead.

Want me to review proposals to your top prospects? No problem. Need help ramping up your client service model? I’ll provide a solution. Need someone to review your client acquisition plans? I’m here to provide direction. Need to be pushed? I’ll keep you on track.

That’s an email every day Monday through Thursday. All I ask is that you try to be as specific as possible about the problem you’re facing so I can give you the best solution for your situation.

To be clear, you get me. Your emails will never be handed off to an employee. I personally respond…and it’s the only way currently that you can have one-on-one contact with me directly.

The cost of email only coaching is currently only $500 per month.

Would you like to also have the opportunity to get on the phone with me each month? Having an expert to answer your questions anytime is wonderful (I wish this was available when I was getting started).

You can send an email at midnight if you want…and I’ll answer it the next day. It will be ready and waiting for you when you check your email.

Some clients love the one-on-one interaction that adding telephone coaching provides. I’ve had times where just 15 minutes on the phone with a client changed their whole perspective and business direction. It’s amazing what you can achieve when you cut right to the heart of the situation…

You get a full length coaching session with me monthly in addition to the email coaching. (If preferred, your monthly call can be split into two shorter sessions.)  Plus, you’ll have unlimited ad-hoc phone communications between sessions.

You do NOT work with a help desk filled with so-called “strategists” who have never spent a day walking in your shoes.

The cost of email + phone coaching is currently $1,000 per month.

No Long-Term Commitments Required.

Obviously these programs are NOT for everyone.

Only those seriously committed to increasing client care, reducing stress and significantly growing their businesses need apply.

If you could increase your income by at least 30% in the coming year, how much would that be worth?

If you could add 5, 10 or more new clients each having investable assets equal to the average of your current top 10 clients, how much would you be willing to invest?

If you could eliminate 25% or more of your working hours, how much would that mean to your family?

Provided you are willing to take action, its possible to achieve all three.

And we don’t have to turn your business on its head to make this happen.

Let’s get started.

A very limited number of slots are allocated for this program, in order to give prompt attention to each question that crosses my desk. Remember, I get back to you (in most cases) by the next business day.

Here’s your next step

Fill out this interest form and I’ll send you a short application to complete to see if we are a good fit. (All information will be held in the strictest confidence; it will NEVER be shared.) Your application will be reviewed within one business day. If your application is approved, email coaching will start immediately. Telephone coaching will begin within 5 business days.

To be 100% clear, you get personal one-on-one time with me. I’ve been in your shoes and am dedicated to helping you build your financial advisor business. You won’t get pawned off to anyone else. I’m here for you…to craft a business that propels you to the next level while leaving you time to enjoy it


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