What could be possible with the right coach in your corner?

Bob David works with financial advisors, wealth management teams, and leaders to compete at a higher level, boost performance, and build high-performing teams that deliver top-level results.

Bob brings more than 20 years of speaking, training, and coaching experience, built on a career as a financial advisor, branch manager, and home-office executive. At Wachovia Securities, he helped develop advanced financial advisor and branch manager training curricula and delivered live advanced advisor training to thousands of veteran advisors from across the country, including serving as the opening and closing speaker at the firm’s Mastering the Business of Advice conferences.

He’s worked in the business, led in the business, trained people in the business, spoken to thousands in the business, and coached advisors and teams to succeed in the business.

“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

Build a Stronger Practice. Develop a Winning Team.

Bob’s coaching and consulting address the day-to-day challenges and growth opportunities of financial advisors and wealth management teams. Each engagement is tailored to your goals, your people, and the areas where you want to make the greatest progress.

Coaching Programs

L.E.A.P. — Leading Edge Advisor Practice

Build a Stronger Practice. Develop a Winning Team.

Bob’s flagship six-month coaching program for financial advisors and wealth management teams is designed to build a highly competitive practice, strengthen team performance, and accelerate organic growth.

Each engagement is personalized around your priorities and guided by Bob’s proprietary AAA Coaching Model: Awareness, Action, Accountability.

Areas of focus include:

• Organic growth: The integrated Referral Rich program—developing a compelling, differentiated value proposition and winning client acquisition strategies through referrals, specialized niche markets, networking, centers of influence, and client events.
• Practice performance: Strengthening your business and client service model, improving organization and efficiency, and making better use of systems, technology, and firm resources.
• A powerhouse team: Understanding individual strengths, communication styles, and motivators; sourcing and developing talent; clarifying roles; and building team leadership and accountability.
• Client relationships: Delivering a differentiated client experience, strengthening discovery and consultative selling skills, and collaborating on complex high-net-worth client needs.
• Succession and continuity: Navigating the challenges of a successful succession, providing continuity for clients and the team, and developing practice succession strategies.
• Personal performance: Improving focus, time and energy management, wellness, relationships, and work/life balance to sustain success.

Next Generation Advisor Development

A six-month coaching program for junior partners and newer financial advisors.

Comprehensive and personalized consultative selling and wealth advisor “real world” skill development, best practices, training and coaching; new client acquisition strategies, systems and processes to attract and retain ideal clients faster; existing client development strategies; client relationship management skills; focus, time and energy management to maximize productivity; overcoming common challenges of junior partners and newer financial advisors being integrated into an established team practice.

Referral Rich — Jump-start Your Organic Growth

Personalized training and coaching for financial advisors and wealth management teams focused on organic growth through new client acquisition.

Bob works with advisors and teams to develop a compelling, differentiated value proposition and a winning strategy to attract ideal clients. Areas of focus include referrals, natural niche markets, networking, centers of influence, and client events—supported by consistent prospecting systems and processes that build a competitive edge.

Available as a half-day or full-day workshop, or a focused 90-day coaching engagement.

The focused 90-day coaching engagement is designed for advisors and teams with an established practice foundation who want to jump-start their organic growth engine.

For those who want to strengthen their client experience, practice structure, and team performance alongside new client acquisition, Referral Rich is integrated into the comprehensive six-month L.E.A.P. program.

Winning Succession

A six-month coaching engagement for retiring financial advisors.

Bob works with retiring advisors to navigate the professional and personal challenges of succession—from a smooth handoff of client relationships to preparing for what comes next in life.

The engagement focuses on continuity for clients, collaboration with the succeeding advisor or wealth management team, and preserving the legacy built over a career. It also addresses the question, “What are you retiring to?”—including identity, purpose, relationships, and how you want to spend your time in your next chapter.

The Undaunted Leader

Personalized executive development coaching for field and executive leaders in the wealth management industry.

Bob brings extensive experience as a successful financial advisor, advisor team lead, branch office manager, home office executive trainer, and field leadership coach. He understands the challenges of leadership because he’s been in their shoes.

Coaching focuses on developing your leadership style, building on strengths, addressing weaknesses, developing your people, strengthening communication, and resolving conflict. Bob also works with leaders on career path development, recognizing opportunities and threats to their success, and navigating corporate dynamics—with practical lessons learned to avoid common mistakes, traps, and pitfalls, especially when stepping into a new role.

Family Wealth Life Coach™ — Coming in 2027

Preparing Advisors for What’s Next

Longevity and AI are changing what’s possible—and what families may need from their wealth advisor.

Inspired by Bob’s new book, Old Enough Money: How Longevity and AI Will Change Family Wealth Management, this coaching engagement is designed for advisors who want to build on their financial expertise, deepen client relationships, and prepare for an expanded role in their clients’ lives.

A 90-day introductory engagement is planned for early adopters.

Contact Bob to express interest and learn more as the launch approaches.

Find the Right Coaching Engagement

Contact Bob for a no-cost initial 30-minute consultation to discuss your goals and the coaching engagement that best fits your needs.