The 5 main issues that prevent most financial professionals from breaking through a plateau.
Breakthroughs in success come when we overcome our need for invulnerability.
– Patrick Lencioni –
There are many types of advisor styles. We first explore who you are and your current strategy to uncover limiting aspects and extenuate unique value offerings.
Collaborative plan creation
Plan creation incorporates goal setting and the development of a strong Unique Value Proposition (UVP). These are foundational steps which are crucial in a practice that generates $1M in revenue and beyond.
Implementation of the best plans require continuous accountability and personal professional development. Plan execution means changing fresh ideas into healthy habits.
I recently attended a Millionaire’s Club Qualifier event sponsored by Freedom 55 Financial and Edmund (President of Flow Cap Advisory) was our featured guest speaker. He presented strategies focused on how to effectively grow your wealth management business and his emphasis on “Net Giving” certainly resonated with me. His vision and applied practice regarding networking was well worth my time invested. If you are looking for a value added activity in your practice, talk to this guy.
Edmund is a professional and effective business coach. He was able to help me achieve the next level of success. Together we formulated a value proposition which gave me a new perspective on me and my business that broke me out of a plateau quickly. His follow-up coaching helped me build upon the confidence I had which renewed my drive and inspiration to drastically increase my success. Edmund has been great for my financial services practice and I would highly recommend retaining him.
Edmund and his team have been integral to help me figure out what my strengths and weaknesses are as an advisor. They have provided me practical ways to improve on the weak aspects and effective utilize my strengths in a way to help build my practice. In a day and age where the Unique Value Proposition (UVP) is so important Edmund helped me to define what made me different in a sea of advisors. I would highly recommend working with Edmund to help hold yourself accountable and to growth with a perspective of someone that is outside the industry but has inside knowledge of how it works
Edmund brings a unique perspective and powerful skill set to Wealth Management and Business Development. His many years of experience and wisdom in the advisor role and proficiency in problem-solving allows him to provide unmatched value to his clients. I would strongly recommend having him in your corner!
Edmund was a confident, passionate speaker who engaged the audience with his personal stories and unique background of serving in the Canadian military as well as corporate Canada.
Edmund is a tough straight shooter, who will hit the mark time after time, with out fail. He prides himself on things others overlook. There I think is where he finds his strength; finding that little detail others over-looked.
Edmund has a vast knowledge of many aspects of the business development process. As a result, his insights to the growth and development of our company has been invaluable.
Edmund’s soft skills coaching on how to sell myself helped me with my career advancement and I secured a new position! Thanks Edmund! Would highly recommend him, even if it’s for one session.
Edmund helped me work on my Marketing and Sales Campaign for my author platform. He gave me ideas and best practices that would work not just for an author platform, but for any business that is developing a marketing strategy and plan. The results have been a comprehensive plan that have had a direct impact on my effectiveness and sales.
Through Edmund’s introduction I was able to stabilize my relocation to Toronto from the United Kingdom, grow a network of friends and secure job interviews. My friends Kathy and Laura are also beneficiaries of Edmund’s help. This is a remarkable example of how paying it forward and helping others works. I wasn’t expecting anything by my chance meeting with Edmund but his consideration and empathy towards my situation was truly selfless. I’m incredibly humbled and appreciative.