Coaching for Financial Advisors

Independent Financial Advisors–Are You Frustrated Over Not Getting Enough Profitable, High Net Worth, Clients?

Introducing an approach to get more profitable, high net worth, clients and take your business to the next level


Is This You?

bizman-RYou’re a very busy financial advisor, wealth manager or investment advisor and you’ve reached some level of success. You love helping your clients reach their goals. You studied hard and are good at what you do and you provide real value to your clients.But you’re not very good at marketing and tired of not getting enough profitable clients.

Do These Sound Familiar?

You’re frustrated because you are not able to get in front of the right clients and fill your sales pipeline. You get a referral now and then, but not a steady flow, and you avoid asking for referrals. You may be so busy servicing your clients you don’t have time for practice building and feel overwhelmed.You might have a lot of clients, but they don’t pay well and you’re worried about paying your bills. You have a few ideal clients, who are fun and pay you well, but you don’t have enough of them and you ache for more.

Imagine Having a Practice Where You’re Able to:

  • Target and acquire high net worth prospects to grow your bottom line
  • Separate yourself from the crowd and be perceived as elite in your industry.
  • Attract more profitable clients, get higher commissions and gather more assets
  • Have your message REACH thousands who want exactly what you provide.
  • Have a compelling marketing message that works like honey drawing bees.
  • Work almost exclusively with the type of client you love and who pay you well.
  • Have a group of raving fans who help you improve your practice and provide a steady flow of referrals to highly profitable prospects.
  • Finally, start that big bold project you’ve been dreaming about.

This is what most financial advisors want but they don’t know how to get from where they are to where they want to be.

Why? Because they are either avoiding certain effective business-building approaches, or they’re making serious mistakes in trying to grow their practice. And up to this points, seminars, books, webinars and other training hasn’t led to real change. So the struggle continues.

So What Works?

Coaching works.

Have you ever noticed that the greatest athletes always have coaches? Olympic athletes often have several coaches! And they have coaches, not because they are sub-standard and want to make incremental improvements.

No, it’s because they are potential champions who want to perform at the highest level possible.Executives, business owners and financial advisors hire coaches because they want to excel. They know they have the potential, but they also realize they don’t have all the answers.

And often they simply don’t know what to do to get a higher level of performance. They look to coaches for guidance and, insight, and also to be challenged to do things that are difficult and easy to avoid.

My name is Stan Mann. Everything I do is because I believe helping others achieve a rich and rewarding life is my life’s purpose. For the past 16 years, I’ve been an advisor and coach to business owners and executives, and now I work exclusively with financial advisors.

I’ve created an individual coaching program for financial advisors called:

Get More Profitable, High Net Worth, Clients Now!

This practical coaching program is for independent financial advisors, planners, wealth managers, and registered investment advisors looking for time-tested solutions and undivided support to create your ideal practice.

It’s all about coaching you to grow your practice to the next level and have the freedom to work the way you want.

Here’s What My Clients Get:

The main result I provide my clients is helping to grow their business faster by getting more profitable high net worth clients and more assets, with less work and less stress.

I am the only coach who’s both a certified therapist and an expert at marketing for financial advisors.

And here’s what we’ll do together in my coaching program to accomplish that goal:

  1. First we develop a crystal clear direction and goals for you that are motivating. With my guidance you’ll know exactly what you should do next, how to do it, and continually learn how to do it better.
  2. Next, I help you find a rich niche. A rich niche is a target market that is easy to find, who wants what you have to offer, can afford your services, and are fun to work with. I’ll show you exactly how to do that. At that point your growth rate will accelerate.
  3. We research your niche to find out exactly what they want and will buy. I’ll share with you my 14 essential questions to ask during your interviews, tell you what to say, how to say it and what NOT to say. You’ll gain a gold mine of information.
  4. We craft a core marketing message that compels prospects to buy. We do this by using answers from our research questions so we’re not guessing what sells, but KNOWING what they want. At this point your practice will grow even faster.
  5. I help you craft a niche marketing system based on your research and your marketing message. I’ll show you where to find prospects and how to set the stage for interviews. You’ll have proven systems you can follow and repeat. This will grow your base every year with renewable leads and referrals.
  6. You’ll save time because you will have a super-efficient rich niche and get more referrals. Also, I’ll show you how to use Stephen Covey’s time matrix so you are sure to do the most important things and not get seduced into wasting time on unimportant activities.
  7. Acting as a thinking partner. We’ll collaborate on your plans and clarify your thinking so you make better decisions and move forward confidently.

What About Your Resistance to Practice Building?

It’s not unusual to have resistance when it comes to building your practice. It may feel stressful to you or you may have negative beliefs that are holding you back, not to mention past negative experiences that have made you “gun shy” when it comes to practice development

As a coach, I bring years of experience to my clients – Experience in business, but also as a clinical social worker for 23 years. I know how to deal with negative self-talk and judgments, emotional reactions such as fear, indecision and procrastination.

My training as a clinical social worker is a huge help here. I know of no one who is an expert in both financial practice marketing AND clearing emotional blocks, what I call the outer and inner games.

How We’ll Work Together

In the first part of this coaching program I’ll help you get a crystal-clear vision and goals for your business and life. Your vision will inspire you, guide you and give you clear direction.

We’ll develop action plans to get out there as soon as possible to find ideal prospects and make them clients. I’ll help you develop a rich niche that attracts more profitable, high net worth, clients.

I’ll work with you intensively to help you learn the skills you need to get the results you’re looking for, whether you need to master your networking, selling, public speaking, etc.

This is a hands-on program where we develop your knowledge and skills. You’ll wake up each morning knowing the three things you need to do today. You’ll not only know what to do, you’ll know exactly how to do it and become more skillful over time.

We’ll track your progress from where you are now to where you go. In fact, each week, you’ll send me a progress report so I know what you’re working on and what your challenges are.

We’ll optimize your psychological and physical environment. We want to be sure you are surrounded by positive supportive people. I’ll also guide you to get rid of distractions and other friction that slows you down and saps your energy.

And we’ll master your psychology to clear away limiting beliefs, fears, and doubts. This may be the most important benefit of all. Without confidence and positive thinking you simply don’t perform well.

The program is tailored to your needs and where you are now. Although we cover very specific principles and practices, these are adapted to you and your unique situation.

I’ll be there with you helping you overcome obstacles, acquire new skills, and improve your performance.

The best part of this process is that once we have worked through these steps, you will have a true grasp of how a super-efficient rich niche works. You’ll be prepared to grow your business in ways you never before thought possible and actually have fun while you’re doing it!

Ultimately, you’ll be left with strategies, plans and skills to attract clients consistently. I mean profitable clients! You’ll feel more clear and confident about the best way to grow your practice.

Here’s a Typical Client Story:

“I used to be stressed out working long evenings cold calling house-to-house. Icharliehutto-150x150 really missed family time with my wife and two boys. On top of that, I wasn’t able to bring myself to ask for referrals and was working my head off with too many unprofitable clients.

All that turned around after working with Stan. He taught me more effective prospecting activities. I am now getting more profitable high-end clients and have exceeded my asset goals for the year. What’s more, I easily ask for referrals at every opportunity. In fact, I enjoy it.

What I enjoy even more is having six more evening hours a week to spend with my family. I love the lower stress lifestyle.

Charlie Hutto, Financial Advisor

Interested? Then Let’s Talk.

Hopefully, this page has given you a pretty good sense of how I work with my clients and how I help them grow their financial practices.

Can I help you as well? We’ll only know if we have a conversation. I call this a “Business Breakthrough Strategy Session” where I’ll learn more about your situation and you will learn more about exactly how I can help you. Of course, this session is complimentary.

If you would like to take advantage of working with me to get a steady flow of more profitable clients, please fill out the application form below. I’ll get back to you within one business day to let you know if I think there’s a fit or not and then set up a complimentary 60 to 90 minute session.

In this session, I’ll learn about you, your business, your current situation, goals and challenges. Then I’ll explain in more depth how we’ll work together and answer any of your questions. If we decide there’s a good fit, we’ll move forward and set up our first one-on-one session.

Of course, if you feel this approach is not for you, you won’t get any pressure to move forward.

Questionnaire for Business Breakthrough Strategy Session

Please fill out every field on the form completely,and in-depth for the questions about your business, marketing and current challenges.

Stan Mann
Be the best you can with Stan the Mann

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