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I am a 53 year old advisor who joined the business in 2006. I am with a $2.6 billion AUM RIA and manage $50 million AUM generating $310,000 in revenue. My top 10 clients generate 48% of my current revenue. I am a financial planner with exceptional support from my firm. I also do a small amount of retirement plan business to diversify my book. My book has grown excursively from referrals, but my growth rates are not fast enough for my own goals.
My primary interest is in growing my revenue. Dave Mullens provided some training for me when I started at Merrill Lynch and i am familiar with his approach. I would like to know more about how your coaching works, including materials, time commitment and costs. I feel what is holding me back is sales. I am very skilled in my work with clients, but translating this value proposition is a weakness. Prospecting is another area I need to develop.
Thank you very much for your assistance.
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