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Here is How your Advisors will benefit

The business of advice seems fairly straight forward until you start to build a referral network.  Suddenly, it seems you need a degree in psychology to make sure your team is properly motivated.  The bad news is if you attempt to figure out how to do it on your own, it will take years, maybe even decades.  The good news is there are proven strategies that work, better news is we have written them all down, the best news is...the whole Ultimate Bank Advisor Educational Library is on sale for more than 50% off.

You can certainly discover your own path, or you can follow in the footsteps of some of my best coaching clients, and the ultimate news is if you follow this path...they have already filled in all the potholes and killed all the snakes.

Questions you can have your team ask their bank partners to see if this is right for you

Q1: What does our ideal prospect look like?

Most bankers respond, "someone with a lot of money" or "someone looking for investments".  While these are certainly ingredients they are not the complete recipe.  If these are a big part of their answer, you have work to do and we can help.

Q2: What as to happen for you to bring me up in a conversation?

Typical answer, they complain about rates or they ask about investments.  Again, that is on the path but pretty far from the ideal destination.  All three books deal in different ways with this deadly sin.

Q3: When you do bring me up, how to you position me?

This is almost always so far from ideal, new coaching clients are often asking me if they should just start cold calling.  My answer to that is, if all else fails...maybe, but I have written 3 books telling you why this is "weak ass positioning" and what to do about it.

How do your Peers feel about this material?

When I first started working with Cobber years ago, he told me, work with me for 2 years and you can either double your production or convert to fee-based business without a drop off in revenue.  24 months later, I had done both.  People were surprised, I wasn't, I just did everything that he said.  5 years later my production is up 600% and it is all managed money.

Rob Hausmann - Wells Fargo Advisors

In my experience you often don't get the results that you deissre after you make the investment of time and money that is committed to most sales training programs.  I have known Bob for a very long time and he has always impressed me with his ability to chance behavior and influence results; He has made a huge difference with my team.  He is a unique want him in front of your people.

Jamie Atkinson - National Sales Director-- Swan Global Investments

While I hate to say it, (because his ego is already big enough) Cobb was consistently ranked as one of top speakers.  He would give managers and advisors alike enough to understand the principles, but focus a lot more on the what and how to get the results they desire.

Robert "Bob" Grieb - past Executive Director Bank Insurance and Securities Association

Bob just gets it!  His coaching is all about actionable ideas and strategies that just flat work.  From a simple spreadsheet that took tons or work of my desk, to a strategy that nearly triple the quality of my referrals, to the 90 Day Dazzle, which single handled produced 11 million in new assets the first 5 months I implemented it.  He gets it!

Jonathan Owenby - Owenby-Jones Group

I would say that Cobber has forgotten more than most will ever know, but the fact of the matter is, he really hasn't forgotten much.  No one is better poised to advise the advisor; Robert has walked 10,000 miles in your shoes.

David Sisemore - SEVP Raymond James Financial

Here are the bonuses we have included to make this a "No-Brainer" decision for you

Bonus #1 - Shoulders of Giants Interview Kurt Sylvia (Wachovia's $6mm Man)

Kurt has always been a legendary top producer.  Many people don't know he hit his stride in the Bank Channel.  During the year this work was done together Kurt jumped his production from $3.8m to $6.6m in production.  That was primarily driven from one key distinction.  This interview focuses on how that distinction took the already #1 producer and helped him achieve a quantum leap

Bonus #2 - RoundTable Interview- The $100 million dollar referral program.  An Advisor and 2 Bankers pull back the curtain

They got together to replicate success and embrace the question "how good could this be" and decided to push the envelope.   Largely inspired on the Sylvia Interview, The Roundtable took things to a completely new level.  They share the pitfalls and the payoffs of being the pioneers of one of the most successful collaborations in history.

Bonus #3 - Introduction to S.U.R.F.  (The Strategic Unconscious Rapport Formula)

We all intuitively understand if people like and trust you, building relationships is just easier.  (insert your Duh! here).  Ask people how they build trust and rapport and the only technique most can muster is "talk to them briefly about something they are interested in".  The problem is every salesman knows this (taught for over 100 years) and today all it does is get you begged as a salesman.  SURF teaches you a scientifically validated method of achieving Rapport so effective it has been the subject of several graduate level studies at Stanford, Kellogg School of Management, Harvard and others

Bonus #4 - 7 Deadly Sins Webinar

The vast majority of our training is focused on what you should be doing.  However, there are strategies that have been taught and mindsets that have been adopted that will simply kill your effectiveness in a bank setting.  This webinar delivers an overview of these career killing mistakes and points you in the direction to solve these unique issues.

Bonus #5 - Guest Charter Membership in the Bank Investment Professionals Association

You will be hearing more about this in the very near future, in the meantime, you should know this will be the most expansive repository for the Bank Financial Advisor and Client Centered Banker.  It will contain hundreds of articles, resources, audios and videos all designed to help you build the practice of your dreams in a Bank setting

Take Action Before They are All Gone!

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You Have Nothing To Lose With Our 365-Day Guarantee

We offer this not has a method of giving you "an out" or as some risk reduction strategy (while recognizing it does both).  We do this as our way of saying you, we are so confident you will love this material, there is no way you would let it go.