Business Management Coaching for Financial Advisor
Implement All You Need for a Level 10 Advisory Business
Together We Will:
- Develop Your Value Proposition
- Understand Your Clientele Better Than Ever
- Have A Clear and Effective Client Communication Plan
- Deliver A Client Service Model That Every Client Will Value
- Implement The Six Core Client Processes So Nothing Falls Through the Cracks
- Implement Business Development Solutions for New AUM and HHs
- Understand The Value and Cost of Your Deliverables
- Ensure Accountability among your team
- Implement Marketing & Sales Approaches to Double Your Business
Bringing organization and structure to your Business
- 2 Monthly 60-minute meetings with emailed recap of the call
- Unlimited email support
- Complete set of tools; scripts, templates, letters, trackers, etc.
- Program personalized for you
- Month-to-month, no contract
- An experienced, objective, confidential confidant, and partner
- Since working together, my AUM has grown from ~$50MM to over $200MM. My production has grown from ~$620K to $1.3MM track in 2021. “The long and short of it is that I wouldn’t be here without you. I rely on you, I need your advice, counsel, and friendship. Thank you!” -- ML CFP®, Senior Vice President, Wealth Management Advisor.
- David Leo has taken my practice to a whole new level, focus, organization, energy, and profitability. His fees have paid for themselves threefold as assets grew by 10% within six months and fees grew by 20%.” - From Hybrid Independent FA, MS-PFP, CFP®, AFC®, CDFA
- When I hired David last year, my leads had dried up and I was standing still. We worked on developing my value statement, organizing my clients to determine my organic opportunities, and clarifying my focus. He was invaluable in helping me grow my book of business, providing unbiased and experienced feedback, and best practices that work. From the time we started working together until now, my business has more than doubled. Over time, David became a friend, because he has a huge, open heart. He works for me as hard as I do for my clients. -- FA, RIA, CFP, CDFA
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