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Two Financial Advisor Consultants Join Forces To Form New Coaching Platform
Stephen Little
10 December 2013
Florida-based
marketing and consulting firm to help financial advisors improve their marketing,
staffing, business operations and client service efforts. The Platinum
Elite Coaching Program was rolled out on December 5 and aims to provide
financial advisors with strategies for driving revenue, streamlining operations,
and increasing business development capability, the firms said in a joint statement. Platinum
Advisor Strategies was launched in 2009 and has 1,020 advisors. The firm provides clients with a number of
services to attract and retain high net worth clients including client
appreciation events, market updates, websites and
social media tools, among others. New Jersey-based Focus Partners trains advisors and financial service firms through coaching, peer learning forums and professional education workshops.