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Tuesday March 9, 2010

Rob Brown

Founder and head coach of EncoreAdvisor.com. Rob is deeply committed to innovation, success and fun in the financial services industry. During his 24 year career Brown has always been a successful advisor. His extensive experience includes executive management with a full-service financial services firm where his responsibilities focused on helping advisors grow their practices through coaching, training, fee-based initiatives, technology enhancements and wealth management. He has defined all of his roles with the belief that the producer is the ultimate determinate of success of any financial services organization. Find ways to make the producer more effective in building and maintaining client relationships and the client, firm and producer will all benefit. Brown has been a speaker at Securities Industry and American Banker Association events. He was a regular financial columnist for the Richmond Times-Dispatch and has been quoted in On Wall Street and Information Week magazines. Brown is a graduate of Randolph-Macon College with a degree in economics and business and the Securities Industry Institute at the Wharton School of Business of the University of Pennsylvania.

6 Keys to Delivering the Ultimate Client Experience

Thursday, May 21st, 2009

“The sure way to miss success is to miss the opportunity.” — Victor Chasles
Providing superior client service is perhaps the greatest missed opportunity among financial advisors.  Just stop for a moment and consider these statements:

Your clients are the lifeblood of your business…
When you build your [...]

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