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Home / Library / Client Acquisition/ Focus on Prospects Who Resemble Your Ideal Clients
Focus on Prospects Who Resemble Your Ideal Clients
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Abstract
This coaching session focuses on the discovery of new sources of future clients, more specifically prospects who resemble your best clients. We do this by walking you through a simple 7 step approach to building a client-based prospecting pipeline, a pipeline that can number 100 or more prospects with just a few hours of work.
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About Rob Brown
Rob Brown, founder and CEO of Encore Partners, is deeply committed to innovation, success and fun in the financial services industry. During his 20 year career Brown has always been a successful producer. His extensive experience includes executive management with a full-service financial services firm where his responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management. He has defined all of his roles with the belief that the producer is the ultimate determinate of success of any financial services organization. Find ways to make the producer more effective in building and maintaining client relationships and the client, firm and producer will all benefit. Brown has been a speaker at Securities Industry and American Banker Association events. He was a regular financial columnist for the Richmond Times-Dispatch and has been quoted in On Wall Street and Information Week magazines. Brown is a graduate of Randolph-Macon College with a degree in economics and business and the Securities Industry Institute at the Wharton School of Business of the University of Pennsylvania.