Do any of these sound familiar?
If so, we can help!
You worry constantly about your business, even when you are at home.
You feel overwhelmed by all the things you think you should be doing to keep your business running.
You wish you had an experienced business person to brainstorm ideas with and share your vision.
You are always working on building your practice vs. working in your practice?
At Distribution Systems Inc. (DSI), we know that you want to be a successful financial advisor. In order to do that, you need a tailored coaching plan that actually works for your business. The problem is, you may not have the time or expertise which can leave you feeling overwhelmed and realizing flat or declining revenue and client growth for your business.
We believe every financial advisor has the potential to be as successful as they want to be and that you should be focused on building your practice, which is why we have spent a great deal of time with our partners, coaching them to success. We bring over 40 years of experience and a wealth of knowledge to the financial advisor industry with proven results in our coaching and sales methods. We’ll look at all the things you are currently doing and focus on the things you should be doing.
Phone: 303.246.0219
Email: jim.stover@dsiresults.com
Phone: 303.888.4704
Email: tim.mccain@dsiresults.com
Let’s set up a time to discuss your business, your current strategy and vision for growth. We’ll make sure we’re a match for you.
Fill out the business snapshot to help give us more insight in to your practice.
We’ll come to you for a 1-day workshop where we’ll develop your 90-day plan and set up bi-weekly accountability calls.