I provide tailored solutions to one of the most vexing problems an independent financial advisor faces: how to consistently get profitable clients that enable the advisor to add more AUM every month, get a steady flow of high quality referrals, run their office smoothly and have time for fun and family.
I work with independent financial advisors who have “hit the wall” because when they approach 100+ clients they can’t figure out how to manage the time/clients/business/staff and still have time to actually do any growth.
The Coolest Professions
When one financial advisor told me, “What we do for a living is about the coolest thing that I could ever think of,” That really piqued my curiosity. I thought what I did is about the coolest thing you could do for a living.
As a therapist for 19 years and a business coach for 14 years, I delighted in helping people reach their goals and improve their lives and businesses. How cool is that?
But wealth managers like you also help people reach their goals and improve their lives. And I can see why you are very proud of having built your business.
I’m proud of having built my business too. I’ve built three; a psychotherapy private practice, and a mental health clinic and a business coaching practice.(Before that I was a leading life insurance salesman.)
I Take the Big Leap!
In October of 2011, I decided that I’m specializing in financial advisors. Why? Because I think you’re one of the coolest professions. Also we have the same values. You believe in helping people and you believe in being rewarded for your efforts. Me too.
During my research I learned you are you working long hard hours in the back room doing your best for your clients. Keeping up with all the regulations is a challenge. You want to connect with your clients more often and just don’t seem to have the time.
Working to make your business profitable, you try to figure out how to grow your assets under management and have wealthier clients. It’s critical to get your message out about your services and find the right people to talk to.
On top of being a highly competent financial advisor, you have to be a highly competent businessperson. The stress of being a business owner and managing your company is high. You need to be a leader to have a smooth running business and to develop their younger people so they become more capable, competent and build their own book of business.
With all those things you have on your plate, staying organized and managing your time can be a real problem.
Still, you carry on serving your clients. You are dedicated to their success. You have excellent people skills. You are good at meeting people and gaining their trust.
I also know that the challenges you face are common to the many entrepreneurs I have coached during my 14 years as a business coach.
The Kind of Results You Can Expect
For instance, I helped Mike Kress to pull off a daring project he had been dreaming of. He successfully started a new division within David William Securities, Seidel & Shaw, LLC. You can ask him about it yourself by calling (201) 456-8713.
I helped Joe Schodowski and his brother Jim double the size of their business by adding a new division. I helped them become excellent leaders and communicators. They’re at shelving.com 248-852-8600.
I also helped Chris Arnold, CEO of MRI Sales Consultants of Laurel Park 734-542-9099. Four months after hiring me his sales sky rocketed 147% while his stress levels fell dramatically.
Sharon Oliver, M.D. Whole Life and Health Center 313-368-2284, thanked me for helping her become more organized, attracting wealthier patients and doubling her income.
There are many more, but I won’t bore you.
What I Can Do for You
What my research and experience tells me is that I can help financial advisors to.. .
- Pull off that daring big project and transform their practice so they become an irreplaceable, highly prized, trusted advisor
- Learn how to get a flood of high-end prospects to seek them out.
- Build their practices with affluent, lifetime clients who are loyal, respect your judgment and refer their friends.
I certainly can teach you how to spend much less time in the back office and have more priceless time for yourself. Imagine being able to go sailing (or your favorite activity) on weekends.
And I certainly can help you stay the course when navigating the stormy financial market. Since 1964, I’ve been helping people control their emotions so they could think more clearly and make better decisions.
I even wrote a book about controlling your emotions called Triggers: A New Approach to Self-Motivation, published by Prentice Hall.
I have a basket full of credentials. If you’re interested in that sort of thing, you can find them at the end.
Credentials are nice, but results are what matters. As you can see from my testimonials, I produce results.
If you’re ready to get more profitable clients and more money under management, start by grabbing my free e-course 7 Surefire Secrets You Can Use Today to Quickly Attract More Profitable Clients. It will save you years of struggle.