Topics: Coaching, Financial Advisors, Financial Planners
Ready for Ultimate Advisor Success?
It's time to develop and execute your own "infrastructure projects", "business stimulus plans" and "financial recovery packages" to take back control of your practice and your life.
Bob offers custom coaching solutions as well as 3 one-on-one coaching engagement packages to advisors. Contact Bob for a free, no obligation consultation and complete program details including fees.
Programs
3 Month Advisor Coaching 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 proprietary coaching method
- Complete personalized referral strategy development and implementation
What will Referral Rich™ do for me?
In just 90 days you will...
- 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
- Obtain a customized referral strategy and implementation follow up plan
- Get a special bonus session on how to get referrals from CPAs and Attorneys
- Gain access to Bob between coaching sessions for situational consulting, objective feedback and accountability
Why Hire Bob as Your Referral Coach?
ROI is GUARANTEED
- He's successfully done it himself
- He's a recognized referral expert
- He knows how to get you results
- He's coached others to referral success
- He's got exclusive inside information about approaching Centers of Influence
Experience the difference it makes having your own referral coach by your side...
6 Month Advisor Coaching EngagementL.E.A.P.
Get ready to LEAP (Leading Edge Advisor Practice) to your ultimate business.
What is L.E.A.P.?
- Comprehensive and strategic one on one personalized business coaching program
- Exclusively designed for the unique needs of advisors
- Based on Bob's proprietary coaching method
- Focused on 7 key advisor practice areas
- Totally customizable based on needs
- Special access to Bob between coaching sessions
What will LEAP do for me?
- Re-define your business purpose, goals and strategy
- Re-establish client trust and loyalty
- Re-focus your energy, effort and time
- Re-tool your staff, business systems, leverage technology
- Re- energize your new business development efforts
- L.E.A.P. includes above Referral Rich Program
- Includes special bonus session on how to get referrals from CPAs and Attorneys
- Preferred coaching status after initial 6 months
Experience the difference it makes having your own business coach by your side...
9 Month Advisor Coaching Engagement Advisor Life Mastery
For those that want it all. Experience Ultimate Advisor Success with a unique blend of Referral Rich™, L.E.A.P + Life Coaching.
This program will only be offered to a limited number of advisors and advisor teams.
Imagine...
- If you discovered a way to achieve more freedom, health, wealth, energy, meaning and work-life balance?
- If you met an advisor coach who has walked in your shoes, understands the unique challenges you face and has the expertise, insight and experience to boost results?
- If you had a real partner and advocate on your side to help you achieve your own life and business goals with the same passion as you help your clients achieve there's?
Experience the difference it makes having your own business and life coach by your side...
