North America's Leading Marketing Centre for Financial Advisors

 Marketing Strategies from World Class Coaches to Help You Grow Your Business

The Elite Advisor is pleased to bring you some of the best
 

World Class Coaches

Listed in alphabetical order.
 

Anne Bachrach

Anne Bachrach is President of A.M. Enterprises in San Diego, CA. Anne has 23 years of experience training and coaching financial advisors. The objective is to do more business in less time through maximizing the advisor’s true potential. The core attribute of Anne’s methodology is accountability; hence, her nickname of “The Accountability Pit-Bull.” She inspires her clients to stay focused and take action on the highest payoff activities that lead to their ultimate professional and personal success.
Click here to read some of Anne's ideas and strategies.

Bill Bachrach
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Bill Bachrach is one of the most recognized “names” in the Financial Services industry and was named “one of the four most influential people in the Financial Services industry” by Financial Planning Magazine. As the “father” of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business, and he has stood at the forefront of the movement to transform the Financial Services industry into a true profession.
Click here to read some of Bill's ideas and strategies.

Annette Bau
 

Patti Branco, president of PB Management Solutions, is a financial services industry expert, coach, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. Her vast experience includes sales and sales management as a First Vice President in the bank and brokerage industry.
Click here to read some of Patti's ideas and strategies.    

The late Bill Brooks was the founder and CEO of The Brooks Group, a world-class sales and sales management training firm in Greensboro, NC.  For more nearly 30 years, The Brooks Group team have worked at helping sales organizations in a variety of industries (including financial services) implement best practices in sales, sales management, and tactical marketing. Bill was known for his irrepressible sense of humor, powerful personal stories, and remarkable history of getting results for companies in all phases of organizational development.  He was also the author of 18 books – including two best-sellers and his reputation for helping clients is legendary.
Click here to read some of  Bill's ideas and strategies.  

Mike Brooks, Mr. Inside Sales, is an internationally recognized author, speaker, executive coach and sales trainer who works with financial advisors and business owners who have sales teams that are under performing and not making revenue quotas. By teaching the proven and effective skills, techniques and strategies of Top 20% sales performance, advisors and sales teams learn how to qualify better leads, close more sales and reach or exceed revenue goals. Mike started his career in the financial and securities industry and quickly became a top producer. Promoted to Executive VP of Sales, he developed a Top 20% Inside Sales Training program that doubled corporate sales of private placements.
Click here to read some of  Mike's ideas and strategies.  

Rob Brown, Founder of EncoreAdvisor.com, is deeply committed to innovation, success and fun in the financial services industry. During his 21 year career he has always been a successful producer and valued mentor. His extensive experience includes executive management with a full-service financial services firm where his responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management. Through his one-of-a-kind website, EncoreAdvisor.com, and personal coaching engagements, Rob has worked with advisors from dozens of broker-dealers. Rob is a graduate of the Securities Industry Institute at the Wharton School of Business.
Click here to read some of Rob's ideas and strategies.  

Bob Burg shares information on a topic of vital success to today’s advisor; “How to Cultivate a Network of Endless Referrals.”  He has earned acclaim for delivering his programs in an entertaining style, while providing information that is hard hitting, immediately applicable, and most of all...profitable. Bob regularly appears on the motivational rally circuit featuring speaking legends such as Zig Ziglar, Tom Hopkins, CNN's Larry King, Dr. Denis Waitley, Mary Lou Retton, Coach Lou Holtz, Radio Legend Paul Harvey, Les Brown, Brian Tracy, former U.S. President Gerald Ford and many others.
Click here to read some of Bob's ideas and strategies.  

Bill Cates

Bill Cates, CSP, has revolutionized the way financial professionals generate an abundance of high-quality referrals. His first two books, "Unlimited Referrals" and "Get More Referrals Now" (McGraw-Hill) has established Bill as the financial services industry’s foremost expert on building a thriving referral-based business. Bill has trained over 50,000 financial professionals in his proven referral system. And they are using his ideas to build their practices with quality referrals.
Click here to read some of Bill's ideas and strategies.                                                                       

Steve Drozdeck

Since 1974, Steven Drozdeck has researched the top producers in the financial services industry, identified their unique characteristics, and trained over 50,000 professionals in consultative sales and management strategies. With an extensive broker/trainer background, Steve has expertise in the cognitive psychology of Neuro-Linguistic Programming (NLP), and knowledge of the martial arts. His communications techniques and stock selection strategies have been featured on 23 financial television shows. He is the co-author of numerous books, courses and articles, including The Canadian Investors Guide to Selecting and Evaluating the Right Financial Advisor.
Click here to read some of Steve's ideas and strategies.                                        

Grant W. Hicks, CIM, FCSI, President of Hicks Financial is one of Canada's leading authorities on marketing financial services. He is a dynamic and entertaining speaker with an amazing ability to motivate audiences to achieve more. He is the co-author of the book “Guerrilla Marketing for Financial Advisors”. His background includes recruiting 60 representatives as a manager of a financial planning firm in less than three years and building a clientele from $1 million in assets to over $40 million in less than two years. He also runs his Retirement Planning Practice, speaks and writes from his offices in Parksville, British Columbia on beautiful Vancouver Island.
Click here to read some of Grant's ideas and strategies.

Paul Karasik, a leading authority in the financial industry, has devoted over 20 years to helping North America's financial professionals achieve their goals. He is President of The Wholesaler Institute, a sales and management training and consulting organization dedicated to increasing financial product sales. Paul is also President of The Business Institute, which helps financial advisors and insurance professionals sell and market their products and services more effectively. Paul is the Founder of the American Seminar Leaders Association and is a frequent keynote speaker at top producer meetings and conferences including MDRT.
Click here to read some of Paul's ideas and strategies.

Jill Konrath, author of Selling to Big Companies, is a leading-edge sales strategist and business advisor. She helps sellers crack into corporate accounts, shorten time to revenue on product launches, speed up their sales cycle and achieve their revenue growth goals. As a thought-leader in the selling and marketing arena, Jill speaks frequently to corporate sales forces and industry associations. She's often featured in top business magazines including The New York Times, Business Journal, Entrepreneur, Sales & Marketing Management, and Selling Power as well as countless online publications. Jill started www.SellingtoBigCompanies.com to make her knowledge and expertise available to entrepreneurs, services providers and independent professionals.
Click here to read some of Jill's ideas and strategies.

Daryl Logullo, is the Founder and President of Strategic Impact, a nationally acclaimed marketing and referral consulting firm based in Vero Beach, Fla. He works with advisors, business people and private practice individuals to help them improve and increase their marketing and referrals -- both offline and online. He is the author of several books, and has been nationally recognized by major media, including USA Today, Wall Street Journal, Entrepreneur Magazine, and many others. Daryl created Strategic Impact! to help his clients -- through the use of effective marketing ideas that help advisors and businesses attract more clients.
Click here to read some of Daryl's ideas and strategies.

Michael Lovas is the author of two books on using effective psychology to motivate people into taking positive action with you: Beyond Wave Marketing – how to add credibility to your relationship marketing program and Face Values - how to read people and motivate them in 3 minutes! He is well known in the Financial and Insurance Industry for his keynotes and seminars on The Language of Motivation, Credibility Marketing and Face Values. Some of his financial clients have been: Great West Life of Canada, London Life of Canada, CIGNA, AFLAC, ChaseBank and Prudential Securities. He is the premier practitioner of Psychological Selling for financial advisors.
Click here to read some of Michael's ideas and strategies.                                             

In 1994, Joseph Lukacs founded International Performance Group Inc, an international professional coaching company. Joseph specializes in working with financial advisors in such areas as, profitable business growth, business planning, business relationships, client development, client retention, goal setting, motivation, and communication. Since 1994, Joseph has spent over 15,000 hours coaching financial advisors. He currently privately coaches in excess of 75 advisors. In addition, Joseph is coaching 20 different million-dollar partnerships and teams. Joseph has coached professionals from; Morgan Stanley, Solomon Smith Barney, CIBC Oppenhiemer, RBC Dain Raucher, Edward Jones, and many others.
Click here to read some of Joe's ideas and strategies. 

Duncan MacPherson has been working closely with entrepreneurs and financial advisors for over 15 years. He began by promoting and orchestrating high-level business development seminars featuring some of the most respected speakers and trainers in the world including ... Michael Gerber on the power of the E-Myth; Jim Rohn on Leadership; Brian Tracy on Success Secrets; Tom Hopkins on Selling Skills; Harvey Mackay on Networking; Harry Beckwith on Selling the Invisible; and Zig Ziglar on Personal Development. Duncan's company evolved and began providing marketing and business development consulting services to top business people from a variety of business sectors, including the financial services industry.
Click here to read some of Duncan's ideas and strategies.                                                     

Paul McCord is a a best-selling author, speaker, and leading authority on lead generation and personal marketing. He has been training, coaching and mentoring financial advisors for over 20 years and managing and consulting with companies for over 15 years. Paul began his sales career selling cabinets and millwork for an international millwork manufacturer. After a few years he moved into the financial services industry, starting as a securities and insurance broker and eventually moving into wholesaling investment products. Paul's best-selling first book, Creating a Million Dollars a Year Sales Income: Sales Success through Client Referrals (2007) is quickly becoming recognized as the authoritative work on referral selling.
Click here to read some of Paul's ideas and strategies. 

Peter Montoya is the nation's leading authority on branding, and a recognized expert in helping financial professionals develop and market their businesses. He has worked with over 2,000 Financial Advisors during the past 10 years. Today, Peter Montoya Inc. is the leading marketing and branding firm for Financial Advisors. Peter is also a charismatic and sought-after speaker, and he shares his knowledge across the nation, frequently addressing Financial Advisors about branding and business-development topics. Constantly cited by the media, Peter has written three books about branding – The Brand Called You for Financial Advisors and The Personal Branding Phenomenon.
Click here to read some of Peter's ideas and strategies.

Tracy Piercy is a Certified Financial Planner with over 16 years’ success in the financial industry as a broker, instructor and advisor to industry regulators and institutions.  Her company, MoneyMinding® Inc., goes beyond traditional planning to integrate success principles with universal financial planning strategies.  MoneyMinding is an inspirational financial education system that expands traditional savings and investment advice to encourage possibilities without cutting back. MoneyMinding® teaches people to connect day-to-day financial activities with their goals and dreams to attain the financial lifestyle they desire. Tracy lives in Victoria BC, Canada with her husband and daughter.
Click here to read some of Tracy's ideas and strategies.

Simon Reilly is an expert Financial Advisor Business Coach, Speaker & Writer with over a decade of experience helping Advisors through his Removing Your Roadblocks To Success Program to deal with the following issues that include; * Building A Vision, Business & Marketing Plan * Attracting & Hiring General Managers, Associate Advisors, Marketing and Personal Assistants * Client Segmentation & Delegating B & C Clients * Attracting High Net Worth Clients * Asking For & Receiving More Referrals * Succession Planning. Simon continues to be acknowledged as being one of the best speakers at events that include; Advocis, Company Conferences, Pro-Seminars and The Independent Financial Brokers.
Click here to read some of Simon's ideas and strategies.

Art Schooley's passion throughout his entire career has been to help advisors develop and succeed in the financial services business. For 34 years, he excelled as a field manager with results that were, in part, due to his ability to assist independent advisors in growing their practices. His Branch was consistently recognized for results in the top three in Canada and in the top 10 Worldwide. Art's strength lies in his leadership skills and his ability and willingness to mentor individuals. He developed and led one of the most successful teams in Canada and have been recognized as being innovative and visionary. Art is well known and respected throughout the financial services industry, both in Canada and internationally.
Click here to read some of the ideas and strategies from The Personal Coach.

Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 30 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s belief in and commitment to the power of the entrepreneur is evident in all areas of The Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of The 21^st Century Agent™, How The Best Get Better®, The Goal Cultivator™, Creative Destruction, and Always Increase Your Confidence™.
Click here to read some of the ideas and strategies from The Strategic Coach.

Richard Weylman's experience in marketing, selling, and communicating with affluent and wealthy people is unparalleled. Richard's speaking, consulting, and educational products are filled with unique insights that can be used immediately to improve business. Richard has received the coveted Direct Selling Association's Partnership Award for having measurable impact on the growth and profitability of member companies, many whom are Fortune 500 firms marketing upscale products to consumers.
Click here to read some of Richard's ideas and strategies.