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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.