The Infamous Bank Robber Willie Sutton said when asked why did he rob banks? "Cause it's where the money is." 

However, mere proximity to the money does not a successful broker make. Being a broker at a Financial Institutions offer several advantages but is also filled with some very unique challenges. In fact, many brokers in a bank environment find they have been trained with a certain set of skills from the Wall Street Firms that are not 100% transferable to the Bank Brokerage Environment.

Which means that the strategies and techniques that have been conditioned to adopt often get us further away from and not closer to out goals.  In fact, in some extreme cases the Wall Street training can condition you to do the exact wrong thing to make the most of the bank environment.

After 15 years in the trenches of Sales and Sales Management with Banc of America Investment Services, Inc., I created a group of eight core proficiencies that  will unleash a competitive advantage that your clients, prospects and bank partners will find irresistible.  This means that you will sit in front of more qualified prospects, close more business faster, and get more referrals from your existing book than you have ever dreamed of before.

The benefit to you is you will hit your professional goals more quickly and predictably which means that you will no longer spend all of your time struggling to make a living.  In fact you?ll have time left over to design your life.

In this Program you?ll learn to leverage the bank story, nurture trust and the relationship, train the banking centers to make the lethal referral weapons, essentials of personal branding, advanced sales techniques and skills to turn your clients in your best referral sources.

This step by step system created by UltimateBankAdvisor.com is the most thoughtful complete system designed to accelerate momentum, reach critical mass and unleash a competitive edge that will ultimately lead to position you so that your story, your systems your habits and the team around you will build a franchise that will be simply irresistible in the only place that it really matters in the mind of the client^©

Click on the links below to explore various coaching options:

• Ultimate Bank Advisor's Competitive Edge ? Free Ezine with strategies from top industry producers, the UltimateBankAdvisor.com research and development team, and our coaching staff gets delivered to your inbox every two weeks.  Each issue provides you strategies and actionable items to help you build your fee-based business and gather momentum.  Sign up now...

• Building the Ultimate Bank Advisor ? In our comprehensive tape series we outline for you the complete 8-fold strategy to unleash your ultimate competitive edge. You will hear strategies, ideas, and conversations that give you more actionable ideas than you could implement the first time.  Listen to it in your car on the way to appointments to maximize your effectiveness in front of clients. Learn more...

• Teleclasses - Looking for a more custom experience?  Our Teleclasses allow your to explore the offerings even more deeply. 
• Register for a free upcoming Teleclass and hear an overview of the Eight Key Strategies, gain perspective and take advantage of the opportunity to find out what offering is right for you.
• Coaching is also available via Teleclass for a fee.  Join 20-50 advisors from different areas with different experience for a discussion of the Eight Key Strategies and learn from different perspectives while building relationships at a more economical offering. Learn more...

• The Ultimate Bank Advisor Coaching Gym. Ride the Wave in style with our most customized and in-depth experience.  Join head coach Bob Cobb for quarterly in person intensives. Monthly Teleclasses and unlimited phone and e-mail contact for one of the most thorough all around methods for mastery of the Eight Key Strategies.  Receive a complimentary copy of the tape series and access to all Teleclasses at no additional charge. Learn more...

• The Ultimate Bank Advisor Coaching Boot Camp - Don?t want to wait?  Want to learn it all at once.  Commit to 4 ½ of the most intense days of your career and jumpstart your sales engine to an entirely new level of strategy, techniques, resources, and confidence. This total immersion into the world of the Ultimate Bank Advisor is the fastest path to mastery of the Eight Key Strategies. Receive a complimentary copy of the tape series and special boot camp graduate pricing for all quarterly intensives and the Ultimate Bank Advisor Coaching Gym. Learn more...