Seven Reasons You Should Consider Our Coaching Services For Financial Advisors:

1. If you do not have a turnkey and efficient system for scheduling client appointments.

2. If the revenues and referrals you generate per appointment are too low.

3. If you and your staff spend too much time on paperwork and administration.

4. If you are not getting enough bang for the payroll dollars you are spending.

5. If you do not have enough clients who are actively promoting your business.

6. If you are not acquiring enough new ideal clients or your average assets per client are too low.

7. If you need to grow the equity in your practice and improve your succession plan.

              To learn how our clients have resolved these challenges please scroll down.

   
1. You do not have a turnkey and efficient system for scheduling client appointments.
In order to provide outstanding client service you need to meet with your clients regularly. Those meetings may be face to face, over the phone, or a combination. Appointments are the hub of the financial planning wheel. Everything else turns off of your appointment schedule.Your appointment system should run like a clock with a minimum amount of time spent scheduling client’s appointments. Financial advisor coaching will help you increase your income as the number of service appointments you conduct also increases.

 "You have helped us apply our core strengths to the practice and helped us solve the many problems that come along with running a financial planning practice.I believe that we are in a better position to capture the opportunity that is in front of us. Business has grown since we started working with Todd - pacing 30% increase this year.Many of the problems in work flow have been alleviated and casework help has led to new business.Understanding strengths, time management, prepping for appointments, getting quicker turn around time on appointments, new ideas, brought our attention to more sophisticated investment strategies."

Marlene J. Burns, CFP®

2. The revenues and referrals you generate per appointment are too low.
There are only four things that can create business from a client appointment. It is the same for every business in the world.You can double, triple, or quadruple the impact of each client appointment by planning these four things into each agenda in advance. We provide our financial advisor coaching clients with special tools and technology to help maximize the revenue and referrals generated at each appointment leading to higher practice profitabity.

"What do you get with Todd Colbeck as a coach? You get a passionate, committed professional, that's what. 2007 was my first full year working with Todd. While my 2007 goals were ambitious, I achieved every major goal. My production was up almost 50%, and because I was able to achieve it without any increase to my expenses, my income was up over 90%! I have achieved Platinum Financial Advisor status for the first time.Todd has also helped me with diet and exercise and as a result I have increased my energy and overall well being.While Todd has a wealth of programs, techniques, and ideas at his disposal, what I like best is his ability to adjust and tailor his approach to my individual needs. Kudos to Todd!"
Matt Frank, CRPC®

3. You and your staff spend too much time on administration instead of servicing clients.
 Over 50% of the financial advisors we have coached stated the reason they were not getting enough new clients was because they didn't have time to market.  We help clients map out their workflow and systematically solve each constraint, roadblock, and challenge until they have a practice that has reduced time spent on administration by as much as 50%. We help advisors take back their life with an easy to follow system of time and task management.

  Great Results, Expert, High Integrity
“Todd is a great coach to work with. He really helped my team and I focus on what we wanted to accomplish and provided exceptional ideas on how to get there.” 

Michelle L. Heide CFP®

 

4.You are not getting enough bang for the payroll dollars you are spending.
Your staff is often in reactive mode and not 100% engaged. Generally,payroll is an independent financial advisor's biggest expense. Your staff must be both technically proficient and EMOTIONALLY engaged.I show advisors how to create a strengths based management system that is based on the best practices of the world’s leading companies. This system has been documented by the Gallup Organization during a study of over 1,000,000 employees and over 80,000 managers worldwide. This study was discussed in the bestselling book from Gallup, First Break All the Rules by Curt Coffman and Marcus Buckingham. We teach this same system as it was taught to Todd by Gallup. Our clients don't need to reinvent the wheel.

   "In this day of virtually every psychologist becoming a “coach,” it is refreshing to see someone who has an impeccable understanding of leadership/executive development and Global business strategy. Todd Colbeck is that unique and rare individual. Leaders and executives today do not need lessons on courage, self-esteem and how to make others love them, they need the real meat like how to “build growth” rather than “buy growth.” Todd’s unique ability to connect to a leader’s strengths and help them create compelling vision and then execute a strategy is without parallel!"
Curt W. Coffman, MBA
Co-Author – First Break all the Rules (Simon and Shuster) and Follow this Path (Warner Books)
Curt Coffman Consulting LLC

5.You do not have enough clients’ who are actively promoting your business.

 If client's are not promoting your business enough you need to find out why not immediately. You not only are losing out on new business you are at risk of losing clients. According to JD Powers and Associates survey of financial advisors clients,clients who are highly committed to their full service firms generate 12 x more in new investment assets per year The survey indicated the three most important things contributing to overall satisfaction were:
 1. Competitiveness of the portfolio.

 2. The financial advisor/broker.

 3. Account set up/account offerings.
We teach over 10 investment strategies that go beyond standard pie chart asset allocation that will help you create portfolio's that are more competitive and impress even the most sophisticated clients. These are investment strategies Todd has taught to thousands of advisors at American Express Financial Advisor's Brokerage University, the American Stock Exchange, the Chicago Board of Option's Exchange, Standard and Poor's, and New York University's Financial Forum. You will learn to make money management a prime competitive advantage. We also offer money management and financial planning training through partnerships with Standard and Poor's and the University of Nebraska and we are authorized to offer continuing education credits by the CFP® board.

  "I've known Todd for many years, and have always admired his professional tenacity and personal integrity. To me he has been both a coach and friend." 

Sam Stovall- As Standard & Poor's chief investment strategist, Sam Stovall serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, sectors and stocks. He is a member of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as sector and industry recommendations. Sam is also the author of The Standard and Poor’s Guide to Sector Investing and "Stovall’s Sector Watch," a page on businessweek.com, which focuses on market/sector history, as well as sector/industry momentum. 

6.Your average assets per client value are too low. 
Every financial advisor knows the 80/20 rule. 20% of your clients provide 80% of your revenue. The marketing strategies we teach focus on helping you duplicate and grow your best clients. These strategies include:
 1 Branding your practice.
 2 Defining and communicating your competitive advantage.
 3 Over 20 referral marketing systems.
 4 A client reactivation system that one advisor used to grow his income by over $300,000 in two years.

 5 Over 15 joint venture/alliance marketing systems.

.6 Public relations marketing.

 7 Special event marketing.
We help advisors segment their practice and create an exciting menu of tiered premium service offerings. We help you design the program, get it into a PowerPoint, and help edit it so it is approved by your compliance department. Your AUM and fee based income will DRAMATICALLY increase as enthused clients take advantage of your new and improved premium service offerings.

   Great Results, Expert, Creative
“Todd always has fresh, new, implementable ideas that will absolutely increase your business results. In addition he helps to create a repeatable process for bringing in new clients and managing your work load. You will not be disappointed working with Todd”

Erivca L. Wadel, CLU®

7.You need to increase the value of your practice and improve your succession plan.

 Don't wait until you are ready to retire to design your exit strategy. We will help you evaluate the current value of your financial planning practice and design immediately implementable strategies to help you increase your practice equity.
 "Todd Colbeck brings a unique blend of strengths-based management, business planning, and coaching to help clients achieve their full potential. Todd's insights on my Service-Oriented Project Management (SOPM) model, and his application of it to the strengths-based arena, took it beyond my expectations, and gave me a whole new realm of possibilities. I highly recommend Todd's services to anyone looking to achieve solid results.”

Jerry Manas

President,

The Marengo Group, LLC, author of Managing the Gray Areas (RMC Publications, January 2008) and the international bestseller Napoleon on Project Management (Nelson Business, April 2006), which Kirkus Reviews called "The ultimate case study in effective project management."