Business Coach

“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


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Financial Advisor Coaching


"Bob David has that rare ability to really listen when he coaches. That's what makes him unique."
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