Work with me and a small group of your peers for a few hours each week…your business will be on track for a new level of success within the next 12 weeks…less stress, a steady flow of qualified prospects and more assets under management.
Program will be limited to 25 newer financial advisors.
Dear Friend,
One of the biggest challenges in launching an advisory practice, whether you focus on financial planing, investments or both, is that most of the coaching and training sucks.
Old guys telling war stories.
Or self-proclaimed experts offering cookie-cutter advice.
And, in truth, I’m part of the problem. An investment in my private coaching program is expensive ($10,000 minimum).
My coaching practice is focused on more experienced advisors. I work one-on-one with about 25 financial advisors and RIAs, who already have track records of success. They’re looking to breakthrough $100 million, $250 million and more in AUM.
I haven’t had a dedicated program for newer advisors in years.
But, last year, I had some incredible discovery calls with newer advisors. And even though they didn’t qualify for private coaching, I took the time to give them some personal advice. I gave them permission to email me to let me know how things were going.
A few of them had real breakthroughs.
Plus, I had a lot of fun. I had forgotten how much I enjoy helping newer advisors get their businesses on track.
So I made myself a promise to launch a newer advisor coaching program in 2018.
And that’s why I’m putting together a group of up to 25 newer advisors for a 12-week mentoring program.
This will NOT be the first time that I’ll work with newer advisors.
During an earlier stage of my career, I ran training, coaching and mentoring programs for hundreds of newer advisors. From one-to-one mentoring to large scale training programs, my experience with newer advisors is substantial.
You will not be a guinea pig.
But since this will be the first time I’ve done it in a while, I’m going to keep the cost down. (More on that later.) For now, please allow me to ask a handful of questions…
- Do you want this to be a breakout year for your practice?
- Do you want to create a system for systematically adding new, qualified prospects to your pipeline?
- Do you want to add at least $75,000 in recurring revenues over the next 12 months?
- Do you want your clients to become raving fans?
- Do you want to reduce the stress of growing a new business?
If you answered yes to one or more of these questions, my Peer Group Coaching Program for Newer Advisors will help…
Over the past 30+ years, I’ve developed a special talent for helping advisors transform their businesses. Moving up the success ladder (see image) from Aspiring to Achieving to Thriving to Dominating.
It’s NOT rocket science or outlandish gimmicks – just proven techniques that can mean the difference between a good year and a breakout year.
Laura, an independent FA affiliated with Raymond James, told me: “What a difference a month can make. Just one of the ideas you gave me during our last coaching call resulted in over $20,000 in new revenues plus I now have more than $300,000 in the pipeline. Thank you, thank you, thank you!!!”
Do you think you could benefit from this type of idea?
If you do, there’s good news. I’m currently looking for up to 25 advisors to join my Peer Group Coaching Program for Newer Advisors.
This program will be a good fit for you if…
- You’ve been an advisor for 7 or fewer years
- You focus on financial planning, retirement planning, investment management or a combination of all three
- You have less than $25 million in AUM
- You primarily measure the growth of your business by increased assets under management (AUM)
- You’re building a fee-only or fee-focused advisory practice
- You’re an entrepreneurial financial advisor, financial planner or RIA
- You uphold fiduciary standards with integrity and a focus on always doing what’s best for your clients
This program is NOT for…
- More experienced advisors (click here for our experienced advisor program)
- Commission-only advisors or those who specialize in insurance and annuity sales
- Advisors looking for a magic bullet…hard work will be required
- Whiners, doubters and skeptics…a positive, can-do attitude is required
Here’s What To Do Next
If you believe you meet the criteria above and would like to join this exclusive group, follow these steps…
Step 1: Click here or on one of the blue bars on this page to register ($777 for the first 12 weeks and then $97 per month for as long as you choose to continue).
Step 2: Complete the application. Don’t worry, it’s simple and it only takes a few minutes. I just need to know a little about your business and get an idea of what you would like to accomplish over the next 12 months.
Step 3: Pick a time that fits your schedule for a Private Strategy Call with me.
Step 4: Watch your inbox for added details as well as your first assignment. We’ll be working on improving your business right away.
[genericon icon=next size=2x]Click Here to Register and Schedule a a Private Strategy Call
Here’s Exactly How The Program Will Work
Part 1: Private Strategy Call – To kick things off, I will help you create and then personally review your customized Roadmap. Your roadmap will establish your priorities for the initial 12 weeks of the program and beyond.
Part 2: 12-Week Business Accelerator Coaching Program based on the ENCORE Roadmap (see image):
- Every other week, for the first 12 weeks, you will receive a New Training Module…watch live or download the replay
- On alternating weeks, I will host a Mastermind Call for the group…it’s a chance for you to interact with me as well as your peers (calls will be recorded for replay)
- You’ll be invited into a secure Facebook group that will be limited to program participants…share ideas, ask questions and get feedback on your progress from me and your peer group partners
Part 3: Access to my private library of marketing, sales and practice management resources…tools, templates and frameworks for implementing your Blueprint
Part 4: After your initial 12 weeks of training, and for as long as you choose to continue, you will…
- Continue to have access to the private Facebook group
- Receive at least one new “advanced” training module per month
- Continue to participate in ongoing Mastermind Calls with me and your peer group partners
To start get started…
…click here or on any one of the blue bars on this page to register
…just $777 for the first 12 weeks and then $97 per month for as long as you choose to continue
…once complete, you’ll be redirected to the application page
…select your time zone
…self-schedule a time that fits your calendar
…and then answer a few questions
You’ll be all set for our private strategy call and we’ll send you a confirmation via email.
[genericon icon=next size=2x]Click Here to Register and Schedule a a Private Strategy Call
We Can Begin to Transform Your Business within the First 12 Weeks
Through small group coaching, I will help each member of my peer group develop and implement a customized Blueprint…your personal roadmap for taking your practice to your next level of success.
This will NOT be one-size-fits-all training.
Depending on your goals, we’ll spend time on some or maybe even all of these topics:
Increasing the assets you manage by at least $7,500,000 over the next 12 months – This means the time we spend together will pay for itself. You will see an almost immediate jump in your business.
Create marketing tools that unleash the power of your Unique Client Proposition (UCP) – Your brochures, web site and other marketing tools should sell YOU. We’ll polish your marketing and sales material.
Get the most out of your existing client relationships – Maximizing the time you spend in client-facing activities will have a direct influence on your income and the satisfaction you draw from your business. From profiling and segmentation activities to communication and service strategies, I will show you how to improve your client care and communication plan.
Build a winning lead generation and client acquisition strategy – I will help you build lead generation activities; you’ll end up with highly qualified prospects. And then I’ll show you how to turn these prospects into clients more quickly.
Dramatically increase your referrals – Your best referrals will be the result of turning your clients and COIs into advocates of your business. I can show you how to communicate the importance of advocacy to your clients as well as your COIs. You’ll end up with a more dependable flow of referrals.
Be more productive and get time back in each day – I will work with each member of my Peer Group Coaching Program for Newer Advisors to establish a sound time and contact management system. You turn worry and procrastination into more personal freedom.
Build a dynamic team — Whether you are on a small team (just you) or a large one, I can teach you how to get the most out of your internal and external resources.
Dennis, a Morgan Stanley advisor in Alabama, told me: “Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine… Making the ideas actionable is key!”
A Little More about Your Coach (me)
I am the founder and head coach of Encore Partners – an organization that is committed to innovation, success and fun in the financial services industry.
My passion is working with financial advisors and their teams to help them achieve higher levels of success.
I wrote a book (see image) on how to deliver raving fan service as a financial advisor.
I had 25 years of “real world” experience in successful production (among the top 20 in my firm). My team and I were respected by both our clients and our peers.
My experience also includes executive management with a full-service investment advisory firm, where my responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management strategies.
I have coached and mentored hundreds of advisors through seminars, speaking engagements, web courses and customized training programs.
Dee, who hired me to coach a group of her advisors, said: “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.”
To start get started…
…click here or on any one of the blue bars on this page to register
…just $777 for the first 12 weeks and then $97 per month for as long as you choose to continue
…once complete, you’ll be redirected to the application page
…select your time zone
…self-schedule a time that fits your calendar
…and then answer a few questions
You’ll be all set for our private strategy call and we’ll send you a confirmation via email.
[genericon icon=next size=2x]Click Here to Register and Schedule a a Private Strategy Call
Please call me at 757.645.1525 if you have any questions.
All the best-
