Effort-Less Advisor Coaching
(with Laura Rubinstein)

Length:  Six months (average)

Program Objective:  Select and complete up to eight Effort-Less Advisor curriculum assignments that will have the most benefit for your business.

Materials:  27-assignment curriculum hard copy, downloadable MS Word files, license to use all forms, scripts, etc., Discover Hidden Wealth audio program, The Best of the Business of Advice book, Eight one-on-one coaching calls (1 hour each), e-mail support.

Who Can Benefit Most: Experienced, client-centered, investment advisors earning at least $100,000 net income, who want to upgrade their investment advisory client base.

Tuition:  $2,995 per advisor, team mate(s) may participate on the calls.

Marketing Consulting & Mentoring

(with Steve Moeller)

Length:  18 months (average)

Program Objective:  Focus on specific business development issues unique to larger wealth management firms.

Materials:  Varies depending on the needs of the firm. Often custom material are developed for each client.

Who Can Benefit Most: Entrepreneurial, client-centered, investment advisors grossing over $750,000 in income, who want to upgrade their client base and create a systematic process for attracting ideal clients.

Fee:  Starting at $1,500 a month. Key managers and staff may participate in calls and implementation processes.