Ultimate Financial Advisor

"The goal of coaching
is the goal of good
management: to
make the most of an
organization's valuable resources."
--Harvard Business Review

Outcome Centered
Selling

For Banks

For Mutual Funds

Websites

Ultimate
Bank Advisor

Ultimate
Financial Advisor

Fee Based
Business

"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

Wholesaler Challenge

The Challenge Facing Wholesalers

	Recently it has seemed to many that advisors view wholesalers as nothing more than a meal ticket or their marketing budget...but advisors depend on wholesalers; they depend on them for marketing ideas, sales strategies, and a vision of the future. They just don't depend on all of them. How you position yourself with them can determine if they want your partnership or just your pocket book.
Often if you talk to advisors you'll hear, "I don't want to hear another wholesaler telling me that his funds are five star rated or showing me an asset allocation quilt...I want actionable ideas I can use to gather assets and close more business!" Talk to wholesalers and you'll hear, "I don't want to host another 'lunch and learn' for 15 rookies and 3 burned out veterans, where nobody in the room can take an idea and put it to work and gather assets" Your team's ability to bridge this gap and cross this chasm might be the single biggest determining factor as to whether they are positioned as a valued partner, another product pusher or the world's highest paid pizza delivery person.
We could easily look back at 2003-2004 and recognize that this was the beginning of “The Managed Money Era”. If this is T-0 minutes and counting, do you feel that your team is ready? Are you and your team ALL SYSTEMS GO?

To Make the Most of the Opportunity Before Us Master The 10 Essential Keys to Success Clearly identify your ideal client Develop interest Piquing Strategies^© to cause your prospects to want to engage Align your internal partners Capture and lead the imagination of prospects and circles of influence in your market Add value at every step of the sales process Climb the prospecting ladder of probability Hone your sales skills to become irresistible to your prospects and clients Develop and leverage your personal brand Use the Coach Approach^© to convert customers to clients and clients to raving fans Position yourself as an indispensable resource and partner in the mind of your client

Outcome Centered Selling Wholesaler Challenge
Sales People Challenge Positioning The Training What About Bob?

Outcome CenteredSelling

Websites

Outcome Centered
Selling