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home | Member Videos
 

Member Videos

The following Videos are provided to assist members.

Click to select the Video of your choice.

Unleashed Video Series
Unleashed - The 7 Magical Steps to the the Ultimate Banker Referral - Video Series Ask most advisors how they feel about their referral partnership and typically they say that quantity is o . . . keep reading
Unleashed 7 - Steps 5 - 7
Bob Cobb
In this video Bob takes you through the last few steps on getting a strategy on getting them to where you want them to be. He gives the questions and answers of the questions he was asking during his second time 'under cover'! . . . keep reading
Unleashed 6 - Step 4
Bob Cobb
In step number 4 Bob talks about the 'sales' culture in financial institutions and the 'client' culture. . . . keep reading
Unleashed 5 - step 3
Bob Cobb
During this part of the Unleashed Series Bob discusses the most common spoken and unspoken objections and how your banker can deepen their relationships with their customers. . . . keep reading
Unleashed 4b - Part 2
Bob Cobb
In this section of the Unleashed series Bob follows on from what you have learned in 4a. Again what drives / motivates the bankers that you are going to be working with? . . . keep reading
Unleashed 4a Step 2
Bob Cobb
In this part of the Unleashed series Bob talks about eliciting your bankers map of the world. What do they think about of the process of making referrals to you? . . . keep reading
Unleashed 3
Bob Cobb
In this part of the Unleashed series Bob talks about the questions that you should be asking your bankers and the answers that you will probably be receiving. . . . keep reading
Unleashed 2 - The 7 Magical Steps to the Ultimate Bank Referral
Bob Cobb
In this part of Unleashed Bob talks about the second time he went undercover in a Banking Centre. This time he was outside the bank holding 'customer satisfaction' surveys to see if any referral opportunities may have been missed in the bank. . . . keep reading
Unleashed Part 1
Bob Cobb
In this section of the Unleashed series Bob talks about the first time he went undercover in a banking centre as a 'dream' prospect. Apparently everyone who came into the brach was being cross sold by the Banking partners. . . . keep reading
Catalyst Video Series part 2
Catalyst Video Series part 2 In this second video Bob focuses on mindset mastery. We focus on both your mindset as a financial advisor, and the mindset of your clients, prospects and investors. You clients' have a "deer in the headlight mentality which is often just an extension of the fact that many advisors are suggesting that investors "hold tight and keep a long-term prospective. These current mindsets serve neither the broker nor the investor. This video discussed how and why to adopt a completely different mindset. . . . keep reading
Catalyst Video Series Part 3
Catalyst Video Series Part 3 This focuses on Differentiation strategies to have your clients, prospects and investors concluding your are different and better than any one else in the Financial Services industry. You must differentiate yourself in such a way that your clients come to the conclusion you are different and better than everyone else out there doing everything that you do. . . . keep reading
Catalyst Video Series Part 4
Catalyst Video Series Part 4 In this fourth video Bob teaches you how to introduce the power of marketing leverage into your practice. Marketing one to many not only saves time, it allows you to meet only with people (one to one) that are predisposed to doing business with you. Finally, and particularly valuable during this market cycle, these leveraged events serve as a value referral catalyst event for your clients to introduce you to friends, family, and associates that can benefit from your products, services and expertise. . . . keep reading
Catalyst Video Series Part 5
Catalyst Video Series Part 5 In this fifth video Bob covers your Ultimate Value Proposition. How do you quickly and conversationally capture and lead your client's imagination, separate yourself from the competition, join the conversation that is going on in the head of your client, by focusing on their problems not your solution, how to make it repeatable and finally how to get the client to engage . . . keep reading
Catalyst Video Series Part 6
Catalyst Video Series Part 6 In this final video Bob talks about moving your clients into action and moving your business forward. How to make the most of every meeting. Outcomes to make each meeting successful and how to create an irresistible presentation. . . . keep reading
Catalyst Video Series Part 1
Catalyst Video Series Part 1 Screen Cast by Bank investment Professionals Association's Executive Director Bob Cobb highlighting specific strategies to use the current market meltdown and Investor's mindset as the launching pad for your next quantum leap in your Advisory Business. In this first video Bob gives you an overview of the Catalyst program and of the key strategies covered in this video series. . . . keep reading
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 TESTIMONIALS
"I decided to practice your Outcome Centered Selling techniques (Capture and Lead the Imagination) on some of my "dead leads," within the first week I had resurrected a lead that led to a $1,000,000 sale.  This stuff is unbelievable!"            
-Tony Bahu
First Liberty

"Unbelievably Invaluable tool", "Pays for itself", "You need to buy this book"  
-Jon L Bowles  
Citibank

Incredible information.  I'm overwhelmed with the positive response that my bankers have shown with your information.  I feel as if my relationship with my bankers have gone to the next level and they find me to be a much more valuable resource.  
-Angie Smith
SunTrust Securities

"Bob Cobb is an extraordinary coach. I have benefitted greatly from his dead on advice. His breadth of knowledge of sales and marketing amazes me. Everything that I have ever done with him has given me atleast a 10 to 1 return on my investment.  

-Todd B
Savannah Ga.

I've worked with Bob Cobb for five years. I have never met anyone with a more positive approach to business or life. Bob has never had a bad day in either. He has an infectious positive energy that has to be experienced to be believed. It is motivational just standing next to the guy.   
-Tom Alexander
Pres. Alexander Trading

"We have had six coaches and consultants speak to us this year (2004) and
your presentation is by far the most on the mark--with actionable ideas--
that we have seen."
Bob Garlow
SVP SunTrust Securities

"I love Bob's coaching and teaching style, it's all about implementing ideas and putting pen to paper instead of the typical coaching experience of just talking about great ideas!  Working with him has given me a powerful way to position myself with my centers of influence and partners...the impact has been HUGE!"

Jonathan Owenby -
SunTrust Securities

"On the shelves of my office, gathering dust, there are various marketing materials that have cost me a small fortune. Over the years I have “invested” a lot of money for programs that were nothing but empty promises. Some of these marketing programs and materials cost me thousands of dollars. Always looking for the key, and not finding it, after all these years, my persistence has finally been rewarded. Your material just arrived this morning and I have just listened to the first CD. This is without a doubt some of the most powerful material I have ever seen or heard in my 25 years in this business. Knowing how it will improve my results, I can’t wait to get started with it. I only wish I would have had this material 25 years ago, when I started in the business. I can only imagine how much more successful I would have been. As I begin to use it and naturally achieve the marvelous results I expect, I will keep you updated. Every business needs leaders who innovate and create exciting results for others. This is how I see you. Keep up the good work!"

Craig Peck -
Peck and Associates, Kansas City KS

Click here for more rave reviews!