Advanced Consulting Group
Advanced Consulting Group
More
data:image/gif;base64,R0lGODlhAQABAAD/ACwAAAAAAQABAAACADs=

Advanced Consulting Group

Advanced Consulting GroupAdvanced Consulting GroupAdvanced Consulting Group

Advanced Consulting Group

Advanced Consulting GroupAdvanced Consulting GroupAdvanced Consulting Group

Who We Are

Our Mission

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.



Project Next Level

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

     Niche Marketing


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

     Tracking System

     Concierge Piece/ Marketing Piece

     Time Management

     Post-Sale WOW Platform 


At Advanced Consulting Group, we believe success is a choice.  Our coaching platform was designed for Financial Advisors who need:


     Structure

     Comprehensive Business Planning

     Organization

     A Client Service Platform

     Book Segmentation

     Goal Planning

     A Strategic Marketing Plan

     Accountability

     Action Plan Development

     Team Structure and Development

     A Sales Cycle/ Process



Why Should You Work With Us?

  • No contracts - we either achieve the desired results or the cord is cut.
  • We work with you to form your habits and then your habits will form you.
  • We are not a motivation coach; we are a performance coach - think investment, not expense.
  • Your thrust forward is generated from set weekly phone consultations to drive the agreed upon plan and secure the desired results.
  • We provide all tracking, scripting and developmental tools - turnkey, not boilerplate.   
  • Our resources are vast, as we consult Financial Advisors throughout the entire country, gathering from the best practices nationally.

Meet Paul Ross

With over 26 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.

Some of Our Clients

Testimonials

Frank Morizio, Jr., CLTC, LUTCF

Frank Morizio, Jr., CLTC, LUTCF

Frank Morizio, Jr., CLTC, LUTCF

"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."

Jason Claycomb, Raymond James

Frank Morizio, Jr., CLTC, LUTCF

Frank Morizio, Jr., CLTC, LUTCF

"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!"
 

John Rodzik, Wells Fargo

John Rodzik, Wells Fargo

John Rodzik, Wells Fargo

"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."

Mark Pearcy, ChFC, CLU

John Rodzik, Wells Fargo

John Rodzik, Wells Fargo

"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."

Social

Downloads

Paul Ross Marketing Piece 2024 (pdf)

Download

Contact Us

Send Message

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Advanced Consulting Group

404-474-0688

Copyright © 2024 Advanced Consulting Group - All Rights Reserved.

Powered by GoDaddy