Keynotes, Workshops and Coaching for Investment Firm Leaders

Tailored for unique needs of Wealth Management Team Leaders, Market Executives, Field Leaders, Branch Managers, Asset Management and Annuity Firm Wholesalers

Do you have an upcoming advisor meeting or conference where you need to drive real change and produce real business results?

Industry research tells us that a record number of advisors and clients are shopping around. Many firms are struggling with the same issues: retaining and gathering assets, growing productivity, expanding market share, hiring and recruiting the right advisors, succession planning for retiring Advisors etc…. And Advisors are demanding that their firms provide more value added programs to help with core business needs such as driving organic growth, pricing power, value differentiation, new client acquisition strategies, complex high net worth client problem solving; next generation strategies, practice management and effective teaming, leveraging technology, client care experience, loyalty etc…

So the key question for you as a financial firm leader is what can you do about it? The answer is to bring in a fresh perspective and implement actionable, tactical training to overcome the challenges in this environment and achieve specific, measurable results in the process.

Contact Bob for a no cost, no obligation consultation.

Experience a fresh perspective at your next meeting or conference….