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Free Tools

Sign-up for my Free Six-Day Ecourse

Over the last five years I've developed a system that helps financial advisors deliver the "Ultimate Client Experience". You gain:

  • More clients
  • More loyalty
  • More referrals

In the current investment climate, I think it's even more important to become familiar with this process, so I've put together a FREE ecourse.

Click here to learn more and to register.


Featured

Our website is moving...

Visit our New Location and We'll Help You Make 2008 an Outrageous Success

Dear Financial Advisor,

EncorePartners.com is moving to EncoreAdvisor.com. (www.encoreadvisor.com)  Check us out and you'll find new and improved tools for growing your practice.

As a member, we will help you:

  • build a steady stream of highly qualified referrals
  • make your marketing campaigns more profitable
  • create the freedom to spend less time in the office
  • turn your clients into loyal advocates for your practice

EncoreAdvisor.com is more than just a membership site.  When you join, we will be your partner in success.

You can take a test drive today by signing up for a 14 day trial membership.

You will get articles, coaching sessions, assessment tools, and web classes that are designed to give you actionable strategies for achieving even higher levels of success.

Greg, a Wealth Manager in California, told us:

"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership."

Here's what you'll find as a member of EncoreAdvisor.com:

  • Timely articles that address some of the latest trends in the financial services industry

  • Coaching sessions with "how to" instructions for implementing proven practice management strategies

  • Web classes with step-by-step instructions for implementing sales and marketing campaigns

  • Letters you can customize and send to your clients to strengthen your relationships and uncover new business opportunities

  • Activities for getting the most out of your time and your team

The best way to check us out is by taking a test drive for the next 14 days.

I look forward to helping you achieve many encores in 2008!

Take care,


EncoreAdvisor.com