Mastering the Business of Advice
Taking time to Optimize every area of your practice delivers a massive
compounding effect on the results that you are able to deliver. The Metrics of
the Ultimate Financial Advisor not only show you the areas of your practice that
offer the greatest room for improvement (hence the biggest bang for your buck).
It also serves as a GPS for your production, although market meltdowns like the
ones that we are currently experiencing offer some challenges for the advisor
that makes the most of it, it also provides the biggest and best opportunity.
How you use your scarcest and only now renewable resource (your time) is
perhaps the biggest indicator of the health of your practice and predictor of
future results. One of the common threads of uncommon performance of the top
advisors in our industry is to maximize leverage of all of their
Make your Practice a Masterpiece|
A financial advisor meets a client who believed in a dentist so strongly that he actually made an appointment for her and within minutes of meeting him, she understands why. . . . keep reading
Sample Marketing Calendar|
Laying your Marketing Calendar out a year in advance not only puts your marketing on autopilot it also allows you to get pre-approved marketing pieces locked and loaded into the system so that they are ready to go at the beginning of the month. . . . keep reading
Track your numbers like a Real Pro!|
Great athletes know that monitoring their statistics and tweaking nuances of their game will deliver intense results. The same is true for advisors. However, you must track the right metrics to reap the right results. . . . keep reading
The Seven Step Guerrilla Marketing Plan|
The first insight of Guerrilla Advisors is that they plan backwards, beginning with the attainment of their loftiest goals in the future, and then working back to the present. If you allow yourself to visualize your Ultimate Advisory practice, the path to it will be easier to find! . . . keep reading
The Annual Review Campaign|
The Fast Track for Your Best Year yet. Most advisors are sitting on top of Acres of Diamonds in their client book of business. Learning how to tap into it quickly is a key to getting your year off to a rapid start. We have included a sample letter and telephone conversation . . . keep reading
"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
"Unbelievably Invaluable tool", "Pays for itself", "You need to buy
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.
"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.
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
"We have had six coaches and consultants speak to us this year (2004)
your presentation is by far the most on the mark--with actionable
that we have seen."
"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!"
"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
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