delivering the ultimate client experience

Discover How Elite Financial Advisors Leverage the Proven Power of Exceptional Client Care to Strengthen Client Relationships, Dramatically Improve their Sales and Continuously Attract More Ideal Clients.

Free book, just pay shipping...anywhere in the United States

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Grow Faster, Save Time and Achieve Peak Performance

in tHIS BOOK you will learn...

how to grow your business by serving the clients you enjoy the most

You'll discover powerful strategies:

How to develop your service model to cater to the needs of your top clients and those who have the potential to be your top clients…you’ll capture new business. (Page 12)

Is it time to clean up your “Client Segments”? See a 5-step process designed to boost production and improve client service. (Page 53)

Learn Quick Campaigns that breed client loyalty and convert prospects into new clients(Page 87)

​​Many client-communication success stories have two common themes…find out what they are on (Page 101).

Take the Client Advocacy Short Course…quickly create a stream of high-quality referrals.  (Page 117)

You’ll also get access to an exclusive website with proven client letters, templates, checklists and MUCH MORE (client surveys, holiday letters and emails, touchpoints, profiling exercises, telephone scripts...)!!!

Free book, just pay shipping...anywhere in the United States

WHY I WROTE THIS BOOK

I want to create a Client Service Revolution!

Because the work you do is vitally important to transforming your clients’ lives…which helps you to create the business of your dreams and in the process, transform your own life as well.

I’ve had a highly successful career in the financial services industry…as a top producer, industry executive, mentor and coach. And over the last 30 years, I have developed a system for substantially growing your business.

My approach, when properly applied, can grow your business by 25% (or more) in the next 12 months.

It’s not based on marketing hype, high commission products or working longer hours. The foundation is client service.

And frankly my best clients come from advisors who are exposed to my “Ultimate Client” system. So I want this book in as many hands as possible.

Please join me in this great cause. And simultaneously take a big step forward in delivering superior client service, increasing your income and gaining greater personal freedom.

No outlandish, high cost tactics – simple and actionable

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My clients have told me...

"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
Financial Consultant, Branch Manager
Raymond James

"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 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

I BELIEVE THAT THERE ARE 3 THINGS TO FOCUS ON:

If you’re a financial advisor, planner or RIA and you take the promises you make to your clients seriously, you can leverage that commitment to build the business of your dreams without investing in outlandish gimmicks or working late into the night and weekends.


SUPERIOR CLIENT CARE

The experience you deliver to your clients should be the hallmark of your business...building loyalty and a powerful marketing message.

WORKING LESS

Success as a financial professional is not dictated by the number of hours you work but by how often you spend time in your highest value activities.

CAPTURE MORE IDEAL CLIENTS

When you selectively choose your clients, focusing on those you enjoy the most, your business grows faster with greater joy and fulfillment.

MY PERSONAL GUARANTEE TO YOU...

My guarantee to you is that these strategies, when implemented, will make a difference in your business and your life. I know that when you take action, you’ll get results.

I want you to read this book for the next 30-days...feel free to underline, highlight and take notes in the margins.

Explore the members-only website.

And if your business doesn't improve, just send me an email and I'll refund DOUBLE your shipping fee.

No questions asked. And you get to keep the book.


CLICK THE BUTTON BELOW TO GET YOUR COPY NOW. YOU’LL BE GLAD YOU DID.


Free book, just pay shipping...anywhere in the United States

ABOUT THE AUTHOR

Hello, my name is Rob Brown. I was a top-producing advisor and I’ve held many senior leadership roles within the financial services industry over the past 34 years. That experience has served me well, and now my passion is teaching advisors. I consider myself as an advisor to advisors.

Encore Partners is a resource for financial planners, advisors and RIAs who want to improve their practices and achieve peak performance. I want to help you reach your goals through the mentoring and coaching I provide in this book.

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