Learn how top earning investment advisors grow their business profitably and retain the most profitable clients.
“Rebranding and repositioning is what was key — this opened up people’s eyes to all that we do. Everybody should use Advisors Trusted Advisor if they want to take their business to the next level. We could never do this without their help.”
—Jerry McCarthy
President
McCarthy Wealth & Tax Advisors
“In working with the principals of Advisors Trusted Advisor we were able to develop and execute a more focused and defined business development strategy resulting in a dramatic increase in revenues and assets under management.”
—Kevin E. Birch
Vice President
UBS Financial Services
The most profitable wealth management firms know these answers. You will learn…
- How to keep growing a profitable business—even in a bear market.
- How to find and attract not just any trusted advisors or Centers of Influence (COIs), but the right COIs for your firm.
- How to ensure that your message and positioning stands out in a very crowded wealth management marketplace.
- How non-salespeople like portfolio managers can learn the right skills to bring in new business and keep current clients happy.
- What to say to dismayed clients and how to say it.
- How to find, keep, and motivate top quality talent to help you build your business.
- How to develop a public relations program that gains you valuable media exposure.
- How to design the marketing strategy and materials that tell your unique story.
The 7 Steps to Effective Business Building for Financial Advisors Program answers these questions and much more!
This isn’t just a book—it’s a highly actionable program that gives you the proven, real-life, process and tools to grow your wealth management business profitably and with the right organization in place.
What You Get
- The 7 Steps book with over 75 pages of actionable advice and practical tips.
- An accompanying 7 Steps Guidebook with 16 worksheets and an additional 60 pages of content, sample dialogue and checklists.
- A bonus CD-ROM with the 7 Steps and real-life examples of how advisors implement them in their own businesses.
- Exclusive access to a 7 Steps Blog where you can learn from the experiences of other 7 Steps users and share your own.
About Us
We have 50 combined years of investment industry experience and a passion for seeing people and their firms succeed. We’ve been serving investment industry clients for over 13 years through our parent The Collaborative and since 2008 through AdvisorsTrustedAdvisor.
FPA members get a 22% discount! If you are an FPA member click here.
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