We are committed to being the standard of excellence in our industry. We work with you to establish clearly defined goals and develop a plan of action to achieve those goals. We deliver strategies and tactics proven to double your production and asset base. By utilizing our services you will achieve tangible results.
We use the following high-payoff, proactive, business development, asset-gathering activities to customize and tailor a plan that will double your production in 18-36 months:
Centers of Influence
Proactive Client Service Platform/ Matrix
Professional Referral Prospecting
We are known in the industry for team building, taking the entire process from A to Z:
Evaluating "Is a team right for me?"
Structuring a commission grid
Defining roles and responsibilities for each team member
Developing a team greement
Creating and implementing a team business plan
The following are also integral to our process:
Actions steps for transitioning to fee-based or fee-only
Concierge Piece/ Marketing Piece
Post-Sale WOW Platform
At Advanced Consulting Group, we believe success is a choice. Our coaching platform was designed for Financial Advisors who need:
Comprehensive Business Planning
A Client Service Platform
A Strategic Marketing Plan
Action Plan Development
Team Structure and Development
A Sales Cycle/ Process
With over 25 years of consulting experience, Paul has developed extensive leadership and management experience which reflects his strong team building skills and his ability to inspire and help others accomplish their goals. Over the past many years, he has worked with Morgan Stanley, Raymond James, LPL, and Merrill Lynch, to name a few, and he has worked with several thousand Financial Advisors nationally ranging in production from $350,000 to over $20,000,000. Paul frequently speaks on team building, goal setting, time management, motivational management, professional selling skills and personal attitude development, and has been featured in numerous publications. He has been the keynote speaker at several national industry symposiums and is currently writing his first book on business development strategies for Financial Advisors. Paul graduated from the University of Georgia with a B.B.A. in Marketing. In his spare time, he enjoys reading, travel, golf, tennis, running, weightlifting and spending time with his three sons.
"I hired Paul at a time when I was experiencing explosive growth in my practice. He helped me design and implement work flow and client service systems to handle the increased load and position me for continued success. He is an honest professional and I highly recommend him."
"Paul has helped me in my business by prioritizing tasks, creating systems, planning, goal setting, and planning. With Paul's help, we are more productive and have improved our results. He's great to work with and is a solid individual to interact with. I recommend his services!"
"Paul is an enthusiastic coach for the advisors in the financial service industry. He brings a positive attitude, broad skill set and realistic approach to his coaching."
"Paul was been able to increase my production by 36% last year. I consider him to be a strong asset to the continued growth of my practice."