“Bob introduced new concepts to accelerate our growth which we resisted at first but finally adopted resulting in our revenue going from 2 to 4.5 million in just over 3 years.” Wealth Management Team
Bob David’s advisor coaching & consulting areas of specialized expertise include all aspects of team performance and overall practice optimization. Examples include: new client acquisition strategies; comprehensive goals based wealth management; financial planning; investment solutions development, implementation and monitoring; talent recruiting / training; team formation, team practice management / leadership / communication/ clear roles and responsibilities / overall team accountability and performance; delivering unique client experience to attract and retain ideal clients; advisory business model systems and processes; leveraging technology; next generation strategies; referral / niche strategy development and implementation ; digital branding, marketing and positioning; social media; community development strategies; client event strategies; target market seminars; complex collaborative problem solving for high net worth clients; overcoming objections and client scenario specific responses; discovery process optimization; pricing power and boosting profitability; how to advise clients through life’s transition; how to leverage CPAs / attorneys & unconventional COIs; advisor / team succession planning / retiring advisor strategies/ next generation development/ exit strategies
Get tailored coaching solutions + L.E.A.P. & Referral Rich for Teams and 1 on 1 + New Programs:
- Next Gen Advisor Development for Jr. Partners and Newer Advisors
- Winning Succession for Retiring Advisors
- The Undaunted Leader for Executive Development Coaching
Contact Bob for a no cost initial 30 min. consultation.
Team and One-on-One Advisor Coaching Engagement Packages
3 Month Engagement
Achieve Ultimate Referral Mastery in just 90 Days.
What is Referral Rich™?
- 90-day one-on-one, in-depth personalized referral coaching program
- Based on Bob’s proven experience and AAA proprietary coaching method
- Complete personalized referral strategy development and implementation
What will Referral Rich™ do for me?
- Develop unshakable referral self confidence
- Create powerful, personalized referral phraseology that flows naturally, effortlessly
- Learn how to approach the right people, the right way at the right time
- Witness the power of getting others to do your prospecting for you
- Leverage social media and digital marketing to turbo charge your networking
- Obtain a customized referral strategy and implementation follow up plan
- Get a special bonus session on how to get referrals from CPAs, Attorneys, COIs
- Gain access to Bob between coaching sessions for situational consulting
Why Hire Bob as Your Referral Coach?
- He’s a recognized referral expert
- He knows how to get you results
- Get fast ROI with only 1-2 new ideal clients
6 Month Engagement
Get ready to L.E.A.P (Leading Edge Advisor Practice) to your ultimate practice in just 6 mos.
What is L.E.A.P.?
- Comprehensive , holistic and strategic team / one on one advisor success coaching program
- Exclusively designed for the unique needs of advisors and wealth management teams
- Based on Bob’s AAA proprietary coaching method (Awareness, Action, Accountability)
- Master 7 key advisor practice areas to fully optimize practice business model and results
- Special access to Bob between coaching sessions
What will L.E.A.P. do for me?
- Get winning competitive edge in every practice area
- Work with purpose, higher energy, brimming with courage & self confidence
- Achieve focus to work smarter and enjoy better work/life balance
- Develop and deliver a new, more compelling value proposition
- Have a fully optimized practice business model & structure
- Leverage cutting edge technology to save time
- Utilize latest systems and processes to maximize efficiencies
- Provide highly differentiated client experience & service model
- Get clients to do your prospecting for you
- Build a “powerhouse” team with the right sourcing, hiring, recruiting strategies
- Improve team dynamics, communication with clear roles & responsibilities, career paths
- Develop team leadership skills to lead your team to greater success
- Implement proven strategies to acquire new ideal clients faster
- Learn basic and advanced consultative sales skills for newer FAs as needed
- Succession planning and next gen development strategies
- L.E.A.P. includes above Referral Rich Program
- Includes special bonus session on how to get referrals CPAs, Attorneys, COIs
