“Give me three months and I’ll help you accelerate your asset growth, revenues and profits faster than anything you’ve ever done before…plus, you’ll get time back in your days.”
Dear Financial Advisor,
Please allow me to start off by asking you five critical questions:
Do you want to increase your business by 30% or more in the year ahead…no matter the direction of the financial markets?
Do you want to work only with clients you truly enjoy…your ultimate clients?
Do you want to be sure your client care and communication plans will build loyalty, increase the assets you manage and grow your referrals?
Will your marketing, prospecting and social media plans REALLY improve your new business results?
How will you get everything done and still have more time for friends, family and fun?
These can be tough questions to ask yourself; they can be even tougher to answer. And that’s where I can help. Over the 29 years I’ve spent as a financial advisor and coach, I’ve developed a special talent for helping advisors transform their businesses.
And we have achieved amazing results in as little as 90 days!
One of my newest clients just told me…”The first call with you was amazing…an immediate payback of my investment.” It was a classic example of not seeing the forest for the trees. One small tweak led to a boatload of opportunities for new business and major reduction in stress.
That’s one of the reasons I enjoy coaching…simple concepts turn into immediate results.
Another client recently grew his new business pipeline from less than $4,000,000 to over $20,000,000 in fewer than 60 days. He told me…”You showed me how to unlock a hidden treasure in my business. And it was a lot easier than I thought…thanks.”
It’s NOT rocket science or outlandish gimmicks; just proven techniques that can mean the difference between a good year and a breakout year.
Plus, it’s all centered around your most important assets…your clients.
The ‘Ultimate Client’ concept has had a profound impact on our firm. 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.”
— Michael Lutz, CFP®, CEO, Legacy Financial Strategies
Michael has taken advantage of my business accelerator techniques We’ve had a lot of success. Do you think you could benefit from this kind of help? If you do, there’s good news.
We Can Begin to Transform Your Business Over the Next 90 Days
I help each member of my Private Coaching and Mentoring Program develop and begin implementing a customized Action Plan. This is NOT cookie-cutter training. Depending on your priorities, we’ll spend time on some or maybe even all of these goals:
Increase the assets you manage and your revenues by 30% or more in the coming year – You will see an almost immediate jump in your business that more than pays for your investment in this program.
Unleash the power of your unique value proposition (UVP) — 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.
Build a winning marketing and client acquisition strategy — I can 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 — I can show you how to communicate the importance of advocacy to your clients as well as your connections, COIs and strategic partners. You’ll end up with a more dependable flow of high-quality referrals.
Get the most out of each day — You’ll decrease the amount of time you spend behind your desk while simultaneously increasing your effectiveness. You turn worry and procrastination into greater 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. And have more fun along the way.
What results should YOU expect?
The time and money you dedicate to my Private Coaching and Mentoring Program is an investment in yourself. You should expect:
An immediate jump in your income: By implementing the proven techniques we cover in our time together you’ll more than pay for your investment in this program.
A lot more time for family, friends and fun: More money is great, but there is more to life than work. I will show you how to get more done in fewer hours so you can spend more time enjoying your family.
Even happier and more loyal clients: By turning your clients into advocates for your practice, you’ll earn more business and referrals.
Dramatically improved marketing and prospecting results: You’ll find ways to eliminate ineffective prospecting and implement ideas that produce meaningful results.
(Warning: This program is NOT a magic bullet solution. The success of my clients is a combination of great coaching AND their commitment to achieve their goals. Only apply if you’re committed to transforming your business.)
Join an Exclusive Group of Elite Advisors who have Worked with Me to Transform Their Businesses
You get your business acceleration plan including:
Three months of personal coaching and mentoring.
At least one focused, intensive, strategy session per month (some clients prefer to split these sessions into two calls per month).
A customized Action Plan that establishes priorities for your 90-day program and BEYOND.
Access to my private vault of marketing and client communication materials.
Ongoing email and telephone feedback to review your progress. In between strategy sessions I’ll critique marketing material, examine your client referral process, eliminate productivity killers and answer your questions.
Money back promise…you can request a refund of the entire cost of the program within the first 30 days if you’re not happy with your progress…no questions asked.
Rob Brown’s approach to the ‘Ultimate Client Experience’ is a road map that takes the reader 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.”
— Ron Dickinson, CPA, CFP®, MPA-Tax Dickinson Investment Advisors
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 for financial advisors to improve their businesses called Delivering the Ultimate Client Experience. This book stems from my observation and coaching of successful advisors.
I have over 29 years of “real world” experience as an advisor. My team and I received accolades from our clients and our peers. Consistently ranking in the top 10%.
My experience also includes executive management with an investment brokerage and 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.
Get Started Today
Apply for my 3-month Private Coaching and Mentoring Programby clicking here and submitting your payment of $2,500. If you’re accepted, I will notify you of your admittance (I only have a handful of openings) as soon as possible. If you miss the cutoff, you’ll also be notified and I will NOT process your registration payment.
Remember, you get:
Three months of personal coaching and mentoring.
At least one focused, intensive, strategy session per month.
A customized Action Plan that establishes priorities for your 90-day program and BEYOND.
Access to my private vault of marketing and client communication materials.
Ongoing email and telephone feedback to review your progress.
Money back promise…you can request a refund of the entire cost of the program within the first 30 days if you’re not happy with your progress…no questions asked.
