Ultimate Bank Advisor

Outcome Centered
Selling

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

The Challenge Facing Bank Advisors

The Challenge Facing Bank Advisors

	Get inside a bank, credit union, or casualty insurance agency. These companies really won the “Do Not Call” wars. If you are a financial advisor in a bank with 250,000 customers, you have a 250,000-name calling list. As they are bank customers, you can call them. But your competitors can’t. That’s why the bankers won the war! Bill Good Research Magazine, Page 58 December 2003
Bank Advisors are perfectly positioned but in many cases results are not meeting senior management expectations. As I talk to Branch Managers and Regional Managers all over the country I hear the same recurring comments: “Our people are too geared toward transactions. They are ‘one trick ponies’ and they don’t know their clients.” Surveys conducted by the Investment Company Institute and individual firms indicate that year after year the number one reason clients move their accounts from one firm to another is indifference.
We could easily look back at 2003-2004 and recognize that this was the beginning of “The Bank 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 Create a compelling 3-year vision of where you want to be Unleash the hidden assets in your clients book Align your internal partners Nurture the trust given to you by your clients and prospects Train and develop a championship sales team Climb the prospecting ladder of probability Hone your sales skills to become irresistible to your prospects and clients Develop and leverage your personal brand Convert customers to clients and clients to raving fans Position yourself as an indispensable resource and partner in the mind of your client

Outcome CenteredSelling

Websites

Outcome Centered
Selling