Clients

At Practice Builders, we work with a wide diversity of independent financial advisors – from newbies to seniors who have been in the industry for over 30 years. Some have a long history of struggling to attain their goals, while others take-off rapidly and exceed their dreams. Through our experience, in working closely with many financial advisors, we have discovered what it takes and who will benefit the most from our educational approaches and generate more significant and measurable results. Not all applicants will be accepted into a program if they don’t demonstrate the necessary aptitude and personal characteristics to leverage our courses and coaching programs to build their practices in the direction of their vision for their business. 

Our training and coaching programs are demanding. To get your desired results, we ask a lot from you. In order to succeed in transforming your company, you will consistently need to put in time, effort, focus, decisiveness and discipline. That’s the only way we know how to help planners overcome old habits and mindsets that act as barriers to their success.

Leverage the Same Proven Marketing Methods that High Producers Use. 

Fulfilling one’s dreams and visions necessitates “stretching” oneself and moving out of their “comfort zone”. To change your practice and lifestyle demands behavioral and attitudinal transformation that is hard-earned.

We can support you at whatever level of branding and marketing development you need.

If you are: 

• Beginning – we offer you a Bootcamp
• Stuck – we offer you a Kickstart
• Advanced – we offer you a Nudge Forward
• Successful – we offer you Insight

We have set-up an action learning environment. Our participants must bring their hunger and courage. And, just like accomplished entertainers, athletes and leaders, financial advisors must put in the effort to overcome their complacency in order to achieve greatness and fulfillment.

Learn the Blueprint for Success. 

At Practice Builders, we are looking to serve only a few self-motivated advisors who will take actions every week despite setbacks and disappointments. Certain types of professionals “fit” well with our learning model while others are not a good “match”. We strive to make working with us a win-win situation for everyone involved.

We desire to work with ambitions and active builders who are willing to trust us and follow our suggestions even when they suffer doubts. At Practice Builders, we want your engagement in our programs to be fun, profitable and socially rewarding.

Even after years of being in the business, I did not have a clear message about the value I add for my clients. Revel not only helped me quantify and clarify the message, he inspired me to grow.

Bill Cohron PRP

Mobile, AL

Characteristics of Our Ideal Clients Who Succeed: 

• Self-confident, positive and deserving
• Competitive seekers who attain envisioned goals
• Responsible and reliable
• Invest money and time into themselves and their business
• Carve-out time to devote to marketing activities
• Willing to follow, experiment and stick with a plan
• Honor big visions for themselves
• Decision-makers and problem-solvers
• Energetic and socially extroverted
• Have a history of commitment, achievements and discipline
• Able to listen before judging
• Willing to delegate tasks to staff
• Resilient in the face of rejection and disappointments
• Innovative, entrepreneurial and persevering
• Tolerant of ambiguity
• Open to change
• Devoted to helping clients, colleagues and employees
• Take a long-term view on their business
• Willing to practice, rehearse and take honest feedback
• Strong drive to become financially independent

Don’t Follow Us if You Aren’t Ready to Go to Work. There Is No Easy Way to the Top. 

Please don’t register for any of these intense and demanding six-month programs unless you are prepared to consistently: 

• Carve out enough time each week to complete assignments
• Gather information and do research
• Follow written systems
• Experiment with new ideas and strategies
• Take actions that feel uncomfortable

Our training and coaching courses are not designed for passive “want-to-bees”. They are developed for active “going-to-bees”.

Financial advisors will only benefit from this guidance if they study, create their own systems, put their methods into practice, and discuss results. Just theoretically learning about how to do marketing activities is not good enough to build and sustain a thriving practice.

Join Us! 

Like you, we are seeking to work with our Ideal Clients. This work is for advisors who are determined and willing to step up to the plate to attain personal and business transformation.

Revel’s guidance was much needed. He helped me clarify my target market, identify various marketing channels, and develop a marketing strategy to gain new clients. Revel got me on course to reaching my goals and I am sure he can help other people like me.

 

Bill Hodapp CFP®, CPA

Temecula, CA

www.hodappfinancial.com

Welcome Aboard! Get on the Road to Prosperity!