Mastering the Business of Advice


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Taking time to Optimize every area of your practice delivers a massive compounding effect on the results that you are able to deliver. The Metrics of the Ultimate Financial Advisor not only show you the areas of your practice that offer the greatest room for improvement (hence the biggest bang for your buck). It also serves as a GPS for your production, although market meltdowns like the ones that we are currently experiencing offer some challenges for the advisor that makes the most of it, it also provides the biggest and best opportunity.

How you use your scarcest and only now renewable resource (your time) is perhaps the biggest indicator of the health of your practice and predictor of future results. One of the common threads of uncommon performance of the top advisors in our industry is to maximize leverage of all of their assets.

Make your Practice a Masterpiece

A financial advisor meets a client who believed in a dentist so strongly that he actually made an appointment for her and within minutes of meeting him, she understands why. . . . keep reading

Sample Marketing Calendar
Laying your Marketing Calendar out a year in advance not only puts your marketing on autopilot it also allows you to get pre-approved marketing pieces locked and loaded into the system so that they are ready to go at the beginning of the month. . . . keep reading

5 Outcomes To Make the Most of Any Client Meeting

The ability to make the most of every meeting is a skill that separates the best from the rest. Integrate these five outcomes into your client meetings do deepened every relationship every time you meet. . . . keep reading

Track your numbers like a Real Pro!

Great athletes know that monitoring their statistics and tweaking nuances of their game will deliver intense results. The same is true for advisors. However, you must track the right metrics to reap the right results. . . . keep reading

The Seven Step Guerrilla Marketing Plan

The first insight of Guerrilla Advisors is that they plan backwards, beginning with the attainment of their loftiest goals in the future, and then working back to the present. If you allow yourself to visualize your Ultimate Advisory practice, the path to it will be easier to find! . . . keep reading

Scheduling your Success!

How a simple tool can create predictable production consistency, and put you on the pathway to your best year yet! . . . keep reading

The Annual Review Campaign
Bob Cobb

The Fast Track for Your Best Year yet. Most advisors are sitting on top of Acres of Diamonds in their client book of business. Learning how to tap into it quickly is a key to getting your year off to a rapid start . . . keep reading

Recent Forum Posts

· Welcome to the Discussion

"I decided to practice your Outcome Centered Selling techniques (Capture and Lead the Imagination) on some of my "dead leads," within the first week I had resurrected a lead that led to a $1,000,000 sale. This stuff is unbelievable!"

-Tony Bahu
First Liberty

"Unbelievably Invaluable tool", "Pays for itself", "You need to buy this book"

-Jon L Bowles
Citibank

Incredible information. I'm overwhelmed with the positive response that my bankers have shown with your information. I feel as if my relationship with my bankers have gone to the next level and they find me to be a much more valuable resource.

-Angie Smith
SunTrust Securities

"Bob Cobb is an extraordinary coach. I have benefitted greatly from his dead on advice. His breadth of knowledge of sales and marketing amazes me. Everything that I have ever done with him has given me atleast a 10 to 1 return on my investment.

-Todd B
Savannah Ga.

I've worked with Bob Cobb for five years. I have never met anyone with a more positive approach to business or life. Bob has never had a bad day in either. He has an infectious positive energy that has to be experienced to be believed. It is motivational just standing next to the guy.

-Tom Alexander
Pres. Alexander Trading

"We have had six coaches and consultants speak to us this year (2004) and
your presentation is by far the most on the mark--with actionable ideas--
that we have seen."

Bob Garlow
SVP SunTrust Securities

"I love Bob's coaching and teaching style, it's all about implementing ideas and putting pen to paper instead of the typical coaching experience of just talking about great ideas! Working with him has given me a powerful way to position myself with my centers of influence and partners...the impact has been HUGE!"

Jonathan Owenby -
SunTrust Securities

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