ADVISOR OBSESSION

We work with seasoned financial advisors to help turn their existing business into a more robust and efficient well-oiled machine poised to succeed in this ever-changing environment. We uncover areas for enhancement within their business using a holistic approach to identify gaps and opportunities in their existing marketing, sales, and operations. We work an internal team with profound experience in each of these areas but we also partner with industry experts in areas such as: social media, website, book writing, estate planning, digital marketing, emotional intelligence coaching, among others. We leverage these resources to provide advisors access to proven processes that are utilized by top advisors from all over the country. The ultimate goal is to develop and implement a more efficient and scalable structure, so that the FA, as the owner and primary revenue generator, is no longer the bottleneck of his or her business. We have found that this process leads to more efficient operations and sustainable growth, while at the same time giving time back to the advisor to live a more balanced lifestyle. The Advisor Obsession Program ensures our client a seamless transition to our company and one that allows them to grow their business with us from Day One. The program ensures our client the utmost attention by providing the services mentioned above