Who We Work With

The Client Centric Business Consulting is designed for experienced Financial Advisors. We work with Advisors who:

  • Have 7 or more years of experience (there are exceptions).
  • Are good/excellent financial educators and advocates.
  • Have 10 or more clients with whom they have a great relationship. By definition, they are your clients who are grateful, cooperative and produce good revenue. The clients you would love to duplicate.
  • Want a simple, stress free, Word of Mouth quality client acquisition strategy.
  • Want a pipeline – of quality warm introductions where you control the spigot.
  • Want to increase productivity and revenue, not more work time.