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Work with me to Achieve Record Success in 2008

Act Quickly -
Only 3 Personal Coaching Spaces Available

Dear Advisor,

Please allow me to start this letter by asking you to consider four questions:

  • Are you looking for an "edge" that will help you take your business to the next level?

  • Do you want to be sure your client care and communication plans will build loyalty, new business and referrals?

  • Will your marketing plan really improve your prospecting results?

  • How will you get everything done and still have time for friends, family and fun?

These can be tough questions to ask yourself.  They can be even tougher to answer.

And that's where I can help...

Over the 23 years I've spent as a financial advisor, I've developed a special talent for helping my fellow advisors transform their businesses.  It's NOT rocket science or outlandish gimmicks; just proven "stuff" that can mean the difference between a good year and a breakout year.

Last year, Laura, an FA with Raymond James, told me:

"What a difference a month can make.  Just one of the ideas you gave me during our last coaching call resulted in over $20,000 in new revenues plus I now have more than $300,000 in the pipeline.  Thank you, thank you, thank you!!!"

Laura is a client in my Private Coaching Program.  We've been working together to:

  • Give her production a big lift
  • Subtly improve her already terrific client service system
  • And streamline her prospecting techniques

So far, we've had a lot of success.

Do you think you could benefit from this kind of help?

If you do, there's good news.  I'm currently looking for only a few new clients to enter my Private Coaching Program this month- only 3 spaces available.

I'd like to accept more, but to be sure I'm giving each of my clients the right amount of attention, I have to limit the number of advisors I add to the program each month.

Together, We Can Transform Your Business

I help each member of my Private Coaching Program develop a customized Action Plan.  Depending on your goals, we'll spend time in some or maybe even all of these topics:

Polish your Marketing and Sales Material -- Your brochures, web site and other marketing tools should sell YOU.  We'll unleash the power of your unique value proposition.


Improve your Client Care and Communication Plan
-- Maximizing the time you spend in client-facing activities will have a direct influence on your income and the satisfaction you draw from your business.  From profiling and segmentation activities to communication and service strategies, I can show you how to get the most out of your existing client relationships.

Develop Effective Prospecting Campaigns
-- I can help you build lead generation activities.  In the end you will end up with more qualified prospects.

Build Advocacy and Referral Strategies -- Your best referrals will be the result of turning your clients into advocates of your business. I can show you how to communicate the importance of advocacy to your clients as well as your connections.

Get the Most out of Each Day -- I work with each member of my Private Coaching Program to establish a sound time and contact management system.

Create a Dynamic Team -- Whether you are on a small team (just you) or a large one, I can teach you how to get the most out of your internal and external resources.

After just a few months of coaching, Pat, a Morgan Stanley advisor, shared these results with me:

"I started using your client profiling ideas 2 months ago; my business is already up over 50%.  Your ideas were easy to implement and extremely powerful."

Pat's business continues to improve.  He's been getting bigger referrals and he tells me he's having a lot more fun.

So, what results should YOU expect?

The time and money you dedicate to my Private Coaching Program is an investment in your most important asset -- YOU!  You should expect:

  • A big jump in your income:  By implementing the proven techniques we cover in our time together you should grow your income by at least 25% over the next 12 months.

  • More time for family, friends and fun:  More money is great, but there is more to life than work.  I will show you how to get more done in fewer hours so you can spend more time enjoying your family.

  • Happier and more satisfied clients:  By turning your clients into advocates for your practice, you'll earn more business and referrals.
  • Improved prospecting results:  You'll find ways to eliminate ineffective prospecting and implement ideas that produce meaningful results.

Here's How this Private Coaching Program Works

Apply for my "Private Coaching Program" by clicking here and submitting your payment of $997.00.  If you're accepted (I only have 3 openings), I will notify you of your admittance as soon as possible.  If you miss the cutoff, you'll also be notified and I will NOT process your registration.

Special Member Discount:  Members of EncoreAdvisor.com receive a $220 discount, you save 22%.  Your Discount will be applied during checkout.

Three months of personal coaching and mentoring is included in your initial fee.  Here's what you'll receive:

  • One uninterrupted 60 minute call each month to develop your personalized Action Plan and set targets for improving your business that month

  • Another 60 minutes of private coaching each month to review your progress during the month - critique marketing material, send detailed answers to email questions, personal phone time if you need ideas to keep you on track

  • Unlimited access to the member-only section of my website (EncoreAdvisor.com) for 12 months, it is filled with client care strategies, prospecting campaigns and other tools that support your personal plan

  • Free admission to all my Web Classes and teleseminars, they're also recorded an posted to the member-only section of my website (EncoreAdvisor.com)

If you choose to continue the program beyond the initial 3 months, and most of my clients do, your ongoing fee will be $297 per month - no limit.  But there's no need to decide now.

Stewart, an advisor up in Canada, summed it up this way:

"Wow, you're good!  The ideas you shared in the last hour were better than anything I've heard in years.  And the stuff on your website alone is worth 100 times the price of the mentoring program."

My "Private Coaching Program" is NOT…

…a cookie cutter, one size fits all training program. Members of my Private Coaching Program will work directly with me as I walk you through a proven process for sales, business and personal development.

…a phony sales process that teaches you how to sell high commissioned products which offer little, if any, value to your clients.  Everything I teach is aimed at bringing your clients the highest levels of service and advice.

…teaching you how to work more and spend less time with your family.  Most financial professionals who take advantage of my time tested strategies end up working less and having more fun along the way.


A little more about your coach and mentor

  • I am the founder and head coach of EncoreAdvisor.com - an organization that is committed to innovation, success and fun in the financial services industry.

  • My passion is working with financial advisors and their teams to help them achieve higher levels of success.

  • I have 23 years of "real world" experience in successful production; my team and I are respected by both our clients and our peers.

  • My experience also includes executive management with a full-service brokerage firm where my responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management strategies.

  • I have coached and mentored hundreds of advisors through seminars, speaking engagements, web courses and customized training programs.

I hope you're one of the next few applicants!!!

As you can imagine, giving personal advice like this will take time, so I must strictly limit how many new members I accept into this elite program.  Once my 3 open spots are filled, I will not accept new members for at least 30 days.

Click here to apply for my Private Coaching Program for the next 3 months.  For only $997.00, you'll be entitled to:

  • 6 hours of private coaching and a customized Action Plan - I normally charge $297 for just one hour of consultation (total value $1,782)

  • Unlimited Access to my member-only website (EncoreAdvisor.com) for one full year (a $177 value)

This program is valued at $1,959.00 - you save 50%!

Special Member Discount:  Members of EncoreAdvisor.com receive a $220 discount, you save 22%.  Your Discount will be applied during checkout.

Thanks for reading this rather lengthy letter.  I look forward to helping you achieve record success.

All the best-

Rob Brown, Founder
EncoreAdvisor.com