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Think of us as your "virtual coach". This website is filled with coaching sessions, campaigns, marketing tips, articles and web classes - all designed for taking you to your level of success.

Please browse around to see what's available when you become a member. Review our "Departments", listed to the left, to see our latest ideas. Check out our free blog. When you're ready to join; start out with our 14 day trial membership.

Rob Brown
Founder | Head Coach

Client Surveys: Are you making the grade? Allowing your clients to grade your performance is an essential step in delivering the "Ultimate Client Experience". A simple client survey can show you where you shine as well as point out areas in need of improvement. This coaching session gives you a simple formula for conducting a client survey. . . . keep reading How to Reconnect with Lost Clients Even the most successful financial advisors lose top clients from time-to-time. Therefore, your former client list could be a good source of future relationships. This coaching session takes you through a straightforward process for recapturing these past relationships and includes a "Lost Client Letter" to get you started. . . . keep reading Five Tips for Uncovering More Business from Your Current Clients This blog post gives you a brief overview of how to uncover more business from your existing clients. I quickly cover communications, profiling, building advocacy, reciprocating and delivering spectacular service. . . . keep reading A Success Formula that Helped Triple my Business When I was more actively running my practice as a financial advisor, I had a simple success formula - 12 by 12, 2 by 5, plan each day. I used this formula to triple my business over a three year period of time. In my coaching work, I help my clients develop similar success formulas. This coaching session, a supplement to my ongoing Activity Challenge, offers a few specific ides that may help you create your own success formula. . . . keep reading A Low-Key Marketing Approach that Produces Surprising Results Your connections are people you know personally, socially, civically, or professionally. You probably believe that some of these folks would be good clients for your practice, but you're not sure. For some unexplained reason, you may even be reluctant to approach them about doing business. This quick coaching session tells you how. . . . keep reading More

Web Class: Three Quick Sales Tips to Give your Business a Mid-year Boost This Web Class contains a 10 minute recording with three sales tips that could give your business a boost. Each of these campaigns contains a short action plan. Members of EncoreAdvisr.com also gain access to downloadable campaign tools which include customizable letters. These ideas are perfect for the summer, so you could start right away. . . . keep reading Web Class: How to Define Your Ideal Client Relationship Over the last five years, many advisors have used my "Ideal Client Worksheet" to analyze their practices and develop new strategies for growing their business. Defining an ideal relationship can be the foundation for stronger client relationships, significant asset accumulation and an increase in high quality referrals. This coaching session contains a new 20 minute web class that walks you through this process. . . . keep reading More