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Anchor Advisors 5366 N Elston Ave Suite 203 Chicago, IL Phone: (773) 282-7677 Website: www.anchoradvisors.com Anchor Advisors works with business owners with 10 to 100 employees to help them grow their business, move with confidence and make quicker decisions. We help our clients strengthen the four pillars of their business – Purpose, People, Process and Performance Measures – providing them with a firm foundation on which to grow. Top Bachrach & Associates 8380 Miramar Mall, Suite 200 San Diego CA 92121 Phone: (800) 347-3707 Email: info@bachrachvbs.com Website: www.bachrachvbs.com The Trusted Advisor Coach® Program is a one-year commitment. This program is designed to reinforce the skills and behaviour that you learned during the Values-Based Selling® Academy. The program is limited to a maximum of 21 participants for the year. The group meets quarterly in San Diego, California for instruction and coaching by Bill Bachrach, Doug Carter and Max Dixon. Top BizSuccess 6837 Raspberry Court Corona, CA 92880 Phone: (800) 272-1575 Email: gary@bizsuccess.com Website: www.bizsuccess.com For business owners, entrepreneurs and professionals. We'll focus on how to grow your business, make more money and have more fun. I prefer to work with positive- thinking, forward-looking, success-oriented people. Just as a sports coach helps the athlete to advance to the highest level of performance, having me as your business coach will help you improve the results you are getting from your efforts. The results are more focus, better and faster goal achievement, increased accountability, less stress and growth. Top CEG Worldwide 2565 Broadway, #434 New York, NY 10025 Phone: (888) 551-3824 Email: info@cegworldwide.com Website: www.cegworldwide.com CEG Worldwide brings the leading authorities in the financial services industry together with state-of-the-art research methodologies and analysis. The result is a uniquely powerful insight into the financial advisor. This expertise sets the foundation for our comprehensive set of innovative business development systems and practices that enable financial advisors—and the institutions that serve them—to create ever higher levels of excellence. Top Coaching For Success Inc. 21629 Teal Court Lutz FL 33549 Phone: (813) 949-0718 Email: AdvisorCoach2004@coach.net Website: www.coach.net Business Coaching helps get your business running at peak performance and helps keep your business skills sharp. When you work with a business coach, you commit to being your best in business and in life. The business coaching relationship is simple and working with a business coach forges a foundation for the success you want most in business. Your business coach will ask from you what you know you should be asking from yourself in business if you were operating with full effectiveness. Business focus, business motivation, business management and business results are all much better when you work with one of our highly skilled professional business coaches. Top Focus Four 4178 Center Road Brunswick, OH 44212 Phone: (330) 225-0707 Email: info@focusfour.com Website: www.focusfour.com Many financial planners' lives are being overrun by their practices. They are spending more time involved in matters and issues of the practice that distracts from the skills and talents they really bring to the business. This sounds familiar to as many vertebral planners as it does to those individuals just starting out. Business Coaching is one of our specialties. Its more than "practice management",... its more like success management. SUCCESS is approaching everything in your life with focus, energy and balance. The result of this Business Coaching process is to enable you to manage your practice as successfully as you manage your client's assets Top Bill Grimes & Associates Inc. 12460 Saint Andrews Dr., Suite A Oklahoma City, OK 73120 Phone: (800) 282-2412 Email: info@bgrimes.net Website: www.bgrimes.net Bill Grimes and Associates, Inc. founded in 1977 by Bill and Linda Grimes, has grown into an international multifaceted assessment/selection, management consulting, and sales and customer service training firm. Our firm has consultants and offices in Chicago, Dallas, Boston, San Antonio, Palm City (FL), and Cordova (TN) with corporate headquarters in Oklahoma City, OK. Top Honour Practice Management 3490 Ridgewood Road, Suite E Akron, OH 44321 Phone: (330) 247-2460 Email: info@honourpm.com Website: www.honourpracticemanagement.com Welcome to Honour Practice Management- offering management consulting services exclusively for Financial Advisory and Wealth Management Firms. You don’t need a sales consultant. You already know how to sell. You don’t need a consultant to show you how to write a financial plan or teach you about asset allocation. You didn’t get to be a successful financial advisor without being an expert at your job. What do you need? You need more time to spend with your current clients and prospective clients! You need help streamlining the administration of your practice to allow you more time to do what you do best, while efficiently and cost-effectively managing your organization. Chances are you are too busy dealing with an avalanche of details to orchestrate the “big picture” of practice management. We craft customized comprehensive solutions designed for your firm that involve: Practice Assessment, Management, Strategy, Technology, Communications, Staffing, Office Procedures, Work Flow Processes, Time Study, Analysis of P & L and Other Important Metrics. Your practice can run smoothly and effectively- making the most of every moment and every dollar. Top International Performance Group Joseph K. Lukacs P.O. Box 410849 Melbourne, FL, 32941-0849 Phone: (321) 255-2889 Email: joe@ipg-coaching.com Website: www.ipg-coaching.com My mission since 1993 is to coach professionals to create the success in their practice and life they want and deserve. My goal is to coach my clients to develop their practices to create financial abundance for them and their families along with the joy of having balance in their lives. I coach professionals privately over the telephone. I have experience working with financial professionals on a variety of issues, challenges, and situations that are extremely important to their business and success. The types of professionals I coach include Financial Professionals, Insurance Professionals, Accountants and Attorneys Top KnowHow 401(k) P.O. Box 90102 Dayton, Ohio 45490 Phone: (866) 401-5776 Email: info@knowhow401k.com Website: www.knowhow401k.com KnowHow 401(k) provides products and services to promote your acquisition, retention and maximization of servicing 401(k) plans. Learn about our products and services and take advantage of our demonstrated success. Top Million Dollar Producer Email: info@mdproducer.com Website: www.mdproducer.com Million Dollar Producer is a company whose mission is to be the Financial Professional's leading and most respected provider of comprehensive business building techniques, practice management strategies and preferred source of knowledge and information. It is designed to provide it's members with access to the same powerful techniques and strategies our founder, Tom Gau, uses to successfully generate over $3,000,000 in gross fees and commissions a year, while working less than 9 days a month. Tom Gau is one of the industry's leading and most respected trainers and is one of the few trainers who knows both the theory and the real world. As an active Financial Planner Tom will continuously update all members with fresh information and ideas. Top Steve Moeller American Business Visions 1131 E. Main Street, Suite 201 Tustin, CA 92780 Phone: (800) 678-1701 Email: bizwiz@businessvisions.com Website: www.businessvisions.com American Business Visions is dedicated to helping financial advisors achieve total success — as they define it. The company has developed proven processes for identifying, attracting and converting affluent prospects into happy clients. Whether your background is in insurance, brokerage, financial planning or investment consulting, our products and services can help you consistently make more money with less effort. Top Next Level Coaching 1700 N. Broadway #405 Walnut Creek, CA 94596 Phone: (800) 980-0192 ext 234 Email: coach@nfcom.com Website: www.financial-advisor-coaching.com Do you ever have the problem of converting what you know you should do into action? Do you seem stuck at the same level of accomplishment—good at what you do, but you need to change your behavior to move forward—always finding an excuse to not act on your dreams (not enough time, energy, information, etc.). There is a way to change all of that and reach your goals. It's by using the expertise of a coach or mentor to partner with you and assist you to the next level. To help you be the super success you want to be, we have teamed with professional coach to financial advisors, Joe Lukacs. Joe has personally invested over 15,000 hours coaching advisors and Joe leads a team of coaches that can rapidly help you get to where you want to be. Top Leo Pusateri Consulting 6255 Sheridan Drive, Suite 100 Williamsville, NY 14221 Phone: (716) 631-9860 Email: leo@pusatericonsulting.com Website: www.pusateri.com From needs assessment to curriculum development to implementation to measuring results-everything Pusateri Consulting and Training does is focused on helping client partners learn to sell products/services and integrated seamless solutions, based on the philosophies of value. PCT’s team offers strategic, customized solutions that enable your organization to break out of preconceptions about limited relationships with clients. Top Strategic Coach 10255 W. Higgins Road Suite 420 Rosemont Illinois 60018 Phone: (888) 872-8877 Email: info@strategiccoach.com Website: www.strategiccoach.com The Strategic Coach Program is a results-oriented lifetime focusing program for experienced, successful entrepreneurs. What’s your Unique Ability? It’s your unique collection of superior skills that give you energy and great results. We’ll help you develop your business around what you’re uniquely great at and what you love to do. The rewards are greater energy, excitement, and enjoyment, and never-ending growth. Top Support4Advisors 2148 Embassy Drive, Suite 101 Lancaster, PA 17603 Phone: (717) 431-3063 Email: info@support4advisors.com Website: www.support4advisors.com Support4Advisors was founded to respond to a critical need in the financial planning industry: How to find, train and retain the right staff. Financial planners performing at the highest level realize the value of creating high-quality teams as a platform to success; however, many advisors don’t have the time or the tools to build and sustain a highly qualified, well-trained team. An efficient and effective staff is your most valuable resource. With staffing expenses typically representing a firm’s largest overhead expense, it pays to get the right people doing the right jobs as quickly as possible. Our experience has revealed that the industry’s most talented advisors often lack the skills necessary to build exceptional teams. We have created specialized hiring and training programs for every position within the financial planning industry; offering individualized support based on specific needs. Our array of services help advisors locate talent, make the right hire, train and motivate staff, and more. Top Truquest 5151 East Broadway, #1290 Tucson, AZ 85711 Phone: (520) 512-0187 Email: info@truquest.com Website: www.truquest.com TruQuest Corporation specializes in coaching services to tier-one financial service corporations. We help key producers and executives dramatically increase productivity while living a more balanced lifestyle. Corporations benefit from our services by achieving substantially higher sales revenues and retaining their best employees while providing them with a world class coaching program. |
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