➨➨ Are you ready to achieve your next level of success? We work with financial planners, financial advisors and RIAs. Our goal is to lead each of our clients to achieving peak performance. We do this through strategic training, coaching and consulting. As a result of our work together, our ...more

➨➨ Are you ready to achieve your next level of success? We work with financial planners, financial advisors and RIAs. Our goal is to lead each of our clients to achieving peak performance. We do this through strategic training, coaching and consulting. As a result of our work together, our clients... - Develop a truly purpose-driven business - Grow their AUM, revenues and profits faster than their peers. - Deliver the ultimate client experience that will build lifelong raving fans - Prospect with purpose, positioning yourself strategically in your market - Get the most out of each day, master your time, so it doesn’t master you - Become the best version of yourself that you can possibly be - Build a business that will ultimately be able to run without you Our clients affiliate with firms like Raymond James, LPL, Schwab Advisor Network, Royal Alliance and Wells Fargo Advisors. "Rob’s common-sense approach is refreshing. No outlandish, high cost tactics – he keeps it simple and makes it actionable. I would not be at the level I am without his diligent approach and expertise!" — Patrick Bykerk, Raymond James ➨➨ I wrote "Truest Fan: Live, Love and Lead with Purpose and Impact". It's a business fable about a financial advisor that walks through my 7 principles for becoming the best version of yourself. Whether you're trying to grow personally or professionally, you'll discover lessons that will help you live the life you were meant to live. Go to www.TruestFan.com for more info and to get your copy. "Truest Fan is a fun and touching story about a financial advisor that anyone, in any walk of life will benefit from reading. It is about the journey we all take as we endeavor to live our best lives... I immediately wanted to share it with my team, family and friends. Read Truest Fan, share the story, you'll grow your faith along the way." - Matt Ross, President, Ross Financial ➨➨ I also wrote "Delivering the Ultimate Client Experience". It teaches advisors how to leverage client service to grow the business of your dreams. Go to www.UltimateClientExperience.com. "Rob Brown’s approach to the ‘Ultimate Client Experience’ is a road map that takes the reader to the promised land of how we should all be running our business and serving our clients. By working with Rob, I’ve moved my business from one with satisfied clients and limited referrals to one where my only problem is keeping up with the growth." — Ron Dickinson, CPA, CFP®less