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The Top Ten Mistakes Independent Financial Planners Make

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Revel Headshot, Blue shirtUnderstand Your Two Real Jobs – To Attract and Serve Clients

Feel free to contact Practice Builders to discover more about our specialized programs for you.

I always enjoy meeting and assisting serious financial advisors who are driven to develop the skills, knowledge and self-confidence to launch a cohesive marketing campaign and to build and sustain a successful business. We can discuss your options and find the right program to fit your needs.

I look forward to speaking with you,

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Neil FischRev Miller gave me a detailed, specific, one-on-one course in marketing. Working with him gave me the tools that I needed to implement a marketing program and a self branding strategy that could be replicated for any market. I am currently using everything I learned to narrow my niche and penetrate my market more deeply and more narrowly. .. The value that Rev brought to the table was very high. His coaching was not only worth every penny, but more importantly well worth the time spent both directly in the coaching and in the commitment of time to implement what I learned.

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Chandler, AZ

www.lpl.com/neil.fisch

 

 

Practice Builders
27 E. Victoria St., Suite O
Santa Barbara, California 93101 USA

T/ 800.270.3998
T/ 805.965.2180
F/ 805.965.2680

info@pb-connect.com
http://www.pb-connect.com