Dear Financial 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 your highest level of success?  Do you want to finish strong in 2008?

• Do you want to be sure your client care and communication plans will build loyalty, increase the assets you manage and grow your referrals?

• Will your marketing and prospecting plans really improve your new business results?

• How will you get everything done and still have more 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 24 years I've spent as a financial advisor and coach, I've developed a special talent for helping my fellow advisors transform their businesses.  It's NOT rocket science or outlandish gimmicks; just proven techniques 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.  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 seven new clients to begin my Private Coaching Program in September.

We Can Transform Your Business over the Next 90 Days 

I help each member of my Private Coaching Program develop and implement a customized Action Plan.  This is NOT cookie-cutter training.  Depending on your goals, we'll spend time on some or maybe even all of these topics:

Unleash the power of your unique value proposition -- Your brochures, web site and other marketing tools should sell YOU.  We'll polish your marketing and sales material.

Get the most out of your existing client relationships -- 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 improve your client care and communication plan.

Build a winning marketing strategy -- I can help you build lead generation activities; you'll end up with highly qualified prospects.  And then I'll show you how to turn these prospects into clients more quickly.

Dramatically increase your referrals -- 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.  You'll end up with a more dependable flow of referrals.

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.  You turn worry and procrastination into more personal freedom.

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.

Dennis, a Morgan Stanley advisor in Alabama told me:

"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!"

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

• A 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 marketing results:  You'll find ways to eliminate ineffective prospecting and implement ideas that produce meaningful results.

Here's How my Private Coaching Program Works

• One uninterrupted 60 minute call each month (or two 30 minute calls) 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)

Apply for my Private Coaching Program by clicking here and submitting your payment of $997.00.  If you're accepted (I only have 7 September 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.  Please call me at 757.564.7226 if you have any questions.

Special Member Discount:  Members of EncoreAdvisor.com pay only $777.00 (a $220.00 discount), you save an additional 22%.  Your Discount will be applied during checkout.

My "Private Coaching Program" is NOT…

A Little More about Your Coach (me)

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 7 open spots are filled, I will not accept new members for at least 30 days.

Please click here to apply for my Private Coaching Program and get started in September.  For $997.00 ($777.00 for members of EncoreAdvisor.com), you'll be entitled to:

• 6 hours of private coaching over the next 90 days - I normally charge $297 for just one hour of consultation (total value $1,782)

• A customized Action Plan you'll be able to use for years to come

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

Separately, the elements of this persoanl coaching program are valued at over $1,959.00 - you save at least 49%!

Special Member Discount:  Members of EncoreAdvisor.com pay only $777.00 (a $220 discount), you save an additional 22%.  Your Discount will be applied during checkout.

Thanks for reading this rather lengthy letter.  I look forward to helping you achieve record success. Please call me at 757.564.7226 if you have any questions.

All the best-

Rob Brown, Head Coach
EncoreAdvisor.com