Keynotes & Workshops for Financial Advisors & Executive Leaders

Bob is a 25 + year financial services industry veteran who knows how to deliver timely, insightful, entertaining and energizing presentations to your advisor audience. As a record setting advisor, branch manager, home office executive, trainer and coach, he understands what advisors need to do starting right now to show their true value to clients. A “Master Story Teller” , Bob will inspire your advisors to take immediate action after your event. Having a well earned reputation for going the extra mile and meticulous attention to detail, Bob will work with you to customize his message to maximize impact based on your specific audience, goals and overall agenda.

Topics Include:

• The Undaunted Advisor – based on Bob’s highly acclaimed new book “The Undaunted Life“
• Referral Rich – based on Bob’s proprietary referral coaching program customized for advisors
• Niche Marketing- proven strategies to acquire new ideal clients faster than you can imagine
• How to Break Out of a Plateau or Slump – re-model, re-fresh, re-focus, re-energize your practice
• Next Generation Development – skills training and coaching for Jr. partners & newer advisors
• Winning Succession – overcoming most common challenges for retiring advisors
• The Undaunted Leader – executive leadership professional development and skills training
• Winning at Recruiting – proven strategies, tips and insights to dominate your market

Workshops

Any of the above topics can be delivered as a 1 hour breakout session, 1/4 day or 1/2 day workshop. If you have a target group with a specific need, Bob can help drive real change and results. The content can be tailored to meet your objectives and formatted to meet your agenda time frame.