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Delivering The Ultimate Client Experience

A step-by-step approach for delivering world class service that also shows financial advisors how to energize their businesses and move to their next level of success. Just pay S&H (U.S. only).


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Check Out What Others Are Saying!

"Rob’s common-sense approach to delivering client service is refreshing. No outlandish, high cost tactics – he keeps it simple and makes it actionable. I would not be at the level I am without his diligent approach and expertise!” —Patrick Bykerk, Raymond James

"Rob Brown’s approach to the ‘Ultimate Client Experience’ is a road map that takes the reader to the promised land of how we should all be running our business and serving our clients. By working with Rob, I’ve moved my business from one with satisfied clients and limited referrals to one where my only problem is keeping up with the growth.” — Ron Dickinson, CPA, CFP®, MPA-Tax , Dickinson Investment Advisors

"The ‘Ultimate Client’ concept has had a profound impact on our firm. By clearly defining the way we deliver service, our clients have become more loyal and they have entrusted us with even more of their assets. If you put Rob Brown’s strategies into action, you win, your team wins, and, most important, your clients win.” — Michael Lutz, CFP®, CEO Legacy Financial Strategies

"Rob’s advice isn’t theoretical – it’s practical. He doesn’t just talk about the ‘why,’ he talks about the ‘what’ and the ‘how,’ based on real-world, proven techniques. The advisors in our organization who have chosen to follow Rob’s advice are now delivering consistent service, getting more referrals, and spending less on client acquisition, building more efficient and successful teams that are poised to grow substantially.” — Dee Costa

"Delivering the Ultimate Client Experience is excellent reading for all advisors – from top producers to the novice. Rob shows you step-by-step how to provide the Ultimate Client Experience to your clients and prospects, so they will stand up and take notice. You will differentiate yourself from other advisors and grow your business.” —Peter Lantos