Get the Guidance and Support You Need to Take Your Financial Advisory Business to Higher & Higher Levels of Success!

Former Top Producer in the Financial Services Industry … Executive … Author … Mentor & Coach … Creator of a Proven-Effective System for Substantially Growing ANY Financial Advisory Business … Wants to Show You How to Increase Your Client Base and the Assets You Manage by 30% or More in the Next 12 Months!

There’s a reason athletes have coaches … because coaches help them perform better.

A good coach can correct mistakes and draw out talent that the athlete didn’t even know he had.rob-brown-encore-partners-1024x731

And here’s the thing, coaches aren’t just for athletes, pretty much anybody can benefit from having a coach or mentor, including financial advisors.

If you want to unlock the key to your next level of success … if you are struggling to grow your business … if you want to eliminate stress and inefficiency in your business … if you want to overcome obstacles and increase your profits … I can help.

new social proof Rob
I’ve worked with advisors and RIAs affiliated with firms like UBS, Wells Fargo, Scott & Stringfellow, Stifel, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, H.D. Vest, Hilliard Lyons, DA Davidson, Commonwealth Financial Network, Davenport, Securities America, LPL, Wunderlich, Baird, Raymond James, Schwab Advisor Services and more.

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

During my time as a coach, I’ve developed a reputation for showing financial advisors how to deliver the ultimate client experience, how to prospect with greater effectiveness and how to get the most out of each day.

But don’t just take my word for it. Why not listen to what my actual clients have to say?

“Doubled Our Company”
michael-lutz-legacy-financial-strategies-1“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.”
Click to Listen (Time: 29 seconds)

Michael Lutz, Legacy Financial Strategies
“Income Went Up $100,000”
Ron Dickinson
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’.”

Click to Listen (Time: 31 seconds)

Ron Dickinson, CPA, CFP, Owner/Wealth Advisor, Dickinson Investments

Let Me Help You Write Your Own Success Story!

We can focus on your entire business or on a specific area of your business – it’s up to you.

As an example, here are some areas we could concentrate on:

“In Much More Control of My Business”
Richard Morrow
“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.”

Click to Listen (Time: 56 seconds)

Richard Morrow, Senior Vice President/Financial Advisor, Wunderlich Securities

Not sure whether to focus on your whole business, a part of your business or even what part of your business? Don’t worry, before we get started we’ll meet for an introductory session where we’ll review your vision, your goals, your client promises, and how you’re spending your time. During this session, I’ll help you complete what I call the Encore Mind Map that will give us all the information we need to set priorities and develop a plan of action.

Then when we get started, here is more of what I can teach you:


More Comments On My Coaching…

“Amazed at how you were able to deconstruct what I am doing in my business and offer spot on advice within an hour…a tick above extraordinary.”
“You are helping us grow our effectiveness to communicate with our prospects and clients. Thanks for leading the way for us. You have been the spark to a lot of creative energies throughout our team.”
“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.”
“Rob’s common-sense approach to delivering client service is refreshing. No outlandish, high cost tactics – he keeps it simple and makes it actionable. I would not be at the level I am without his diligent approach and expertise!”

“You ask the tough questions.  And you have the experience to back it up.  I got an amazing amount of direction from our call.  It would take most coaches hours to dispel the ideas you generated for me in 15 minutes.  You’re at the top of your game.”
“I thought we’d double our AUM in 5 years, but I was wrong.  We’ve more than tripled our assets and our revenues in less than 4 years.  You help me see things more clearly.  When we have a challenge, you help settle the waters.  You ask the right questions and help us set direction.  We wouldn’t be where we are today without you.”
“Rob Brown’s approach is a road map that takes the advisor 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.”
“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.”

More Reasons Why You Should Hire Me as Your Coach…

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 25 years. I know what it takes to succeed in this business and now I’ve dedicated my life to helping others achieve success.

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 advisors.  When I was finally in a position to pursue my passion full-time, I jumped at the chance.

It’s been one of the best decisions I’ve ever made.
I truly love helping people overcome roadblocks and achieve success. It is so incredibly rewarding. I really want to help as many people as I can.

Delivering the Ultimate Client Experience by Rob BrownThat’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 one-on-one with clients. There’s nothing more gratifying than working closely with someone and helping them succeed.

So How Does My Coaching Work?
In the Elite and Virtual CEO programs, coaching is done over the phone or through GoToMeeting. In the core program, it is all done by email.

As I mentioned earlier I will help you complete a mind map before we begin so that we can understand your needs and concerns and develop a plan of attack.

We will move fast and will always have business growth or resolution of your particular issue in sight.

Since I’ve “been there and done that,” I can show you how to avoid costly and frustrating trial and error and instead start implementing proven effective strategies to grow your practice and increase your profits.

Three Coaching Options to Choose From…

Coaching Option 1 – The Core Program

One strategy email per week. Cost of this option is $500 a month, billed every 30 days.

I’ve found that one email a week is perfect for keeping financial advisors on track for success. It forces you to prioritize your issues and truly analyze your business performance. Many clients get business-changing insights just from the process of selecting a question and writing it to me each week. After receiving your question, I will then send you back a well-thought-out response that will help you move forward.

[genericon icon=next size=2x] Click here to get started

Coaching Option 2 – The Elite Program

Two 30-minute calls per month. Cost of this option is $1,000 a month, billed every 30 days.

Building on your customized strategy, the calls themselves will be filled with beneficial information, tips and action items. That’s why I record and transcribe the calls so that you can play them back or read them later and make sure that you caught everything that was said. 

[genericon icon=next size=2x] Click here to get started

Coaching Option 3 – The Virtual CEO Program

Four 30 minute calls per month. Cost of this option is $1,500 a month, billed every 30 days.

I’ll become a critical part of your team.  You can rest assured that we will get a lot done together on each call and will quickly come together as a team working hard to grow your business.

[genericon icon=next size=2x] Click here to get started

Here’s a Closer Look at What Each Program Includes…

Additional Services

No Long-Term Contracts or Commitments Required

That’s right, you will not have to sign a contract or make any long-term commitments when you join my coaching program. In fact, you can cancel at anytime.

I would however recommend that you plan for several months of coaching as building a highly profitable financial advisory practice does take time. There are often many obstacles to overcome to get your business operating at peak efficiency.

We will tackle those issues together and make sure that you have a solid foundation for future growth.

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…

“Cut Out the Trial and Error”
Perry Reghetti
“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.

Click to Listen (Time: 19 seconds)

Perry Reghetti, Senior Partner/Financial Advisor, Perry Reghetti and Associates

A Few 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, there are no refunds for my coaching. Because my time is valuable and I can’t get it back, I simply can’t offer any refund. So if you are not sure about the value of my coaching and what it can do for your business, please stop reading now … this opportunity is just not for you. If you do sign up, remember you can cancel at any time. As I mentioned earlier, there are no long-term contracts to sign.

Third, 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 sign up now while spots are available.

Right now, I’m currently accepting 9 new coaching clients. Once this limit is reached, and I expect it to be reached very shortly, possibly even by the end of today, 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, sign up now and get the expert coaching you need to overcome obstacles and increase your client base, assets under management and profits.

The first step to turning your dreams into reality is getting a coach like me who can take you by the hand and guide you to the success (and profits) you desire.

Sign up now before it’s too late …
[genericon icon=next size=2x]CORE [genericon icon=next size=2x] ELITE [genericon icon=next size=2x] Virtual CEO


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