SOURCE: Platinum Advisor Strategies

FiComm Partners

December 09, 2013 09:00 ET

Platinum Advisor Strategies and Focus Partners LLC Announce Strategic Partnership

Leading Financial Advisory Consultants Launch New "Platinum Elite Coaching Program"

THE VILLAGES, FL--(Marketwired - December 09, 2013) -

  • Platinum Elite Coaching Program combines the power of Platinum's high-impact marketing and communication tools with Focus' customized coaching and implementation programs, in a unique offering for financial advisors.
  • Program provides financial advisors with a never before seen strategy for driving revenue, streamlining operations, and increasing business development capability.

Platinum Advisor Strategies, a leading web-based marketing and consulting firm to financial advisors nationwide, and Focus Partners LLC, a proven financial advisor coaching and consulting firm, today announced the formation of a strategic partnership. Together they will provide financial advisors with a powerful combination of tools and resources designed to enhance their operations and increase their revenue. This combination of services is called the Platinum Elite Coaching Program and is available to member advisors as of December 5th, 2013.

The Platinum Elite Coaching Program combines the power of Platinum's high-impact marketing and communication tools with Focus' accountability and growth oriented, customized coaching. The program provides advisors with a comprehensive plan to maximize performance and practice efficiency, then guides them through implementation and measures results.

"This program unites two dynamic financial advisor growth resources, in a new and exciting way," said Robert and Thomas Fross, Founders of Platinum Advisor Strategies. "We have expanded our financial advisor marketing and consulting offerings and are thrilled to be partnering with Focus, as they share our values when it comes to personalized service and delivering exceptional value."

The Elite Coaching Program will work with advisors to establish goals, identify roadblocks, implement solutions, ensure accountability and track follow through. By doing so, it will help advisors to develop each essential financial advisory, practice management component: Marketing, Teaming and Staff, Operations / Business Process, and Client Service.

Eric Sheikowitz and Michael Silver, Managing Partners at Focus Partners, add, "We look forward to working with Platinum Advisor Strategies to offer a powerful and complete coaching program to the financial advisory industry. We are eager to combine our strengths and truly help our advisors succeed in attaining their business growth goals."

"We have grown to over 1000 members in just over 4 years and achieved an Inc. 500 rank of #362 this year because we're bringing powerful marketing capabilities to advisors," says Robert Sofia, COO, and co-founder. "They are affirming our approach by signing on, and staying on -- and this new component to our core offering ensures we're continuing to innovate and deliver a one-of-a-kind experience." 

About Platinum Advisor Strategies:

Platinum Advisor Strategies is a web-based marketing and consulting firm to financial advisors nationwide. Launched in 2009, Platinum has rapidly grown from a handful of financial advisors to a network of over 1020 of the nation's leading advisors. Platinum provides its clients with everything they need to attract and retain high net-worth clients. This includes effective prospecting events, client appreciation events, letters, market updates, sales literature, websites, social media tools, and office procedures. For more information on Platinum Advisor Strategies please visit www.platinumstrategies.com.

About Focus Partners LLC

Focus Partners LLC is a leading coaching and consulting firm for advisors and financial services firms that provides practice management tools and resources they need to succeed in today's changing environment. Founded by industry veterans and senior managing partners Michael Silver and Eric Sheikowitz, Focus Partners consists of a team of senior coaches and consultants that have worked with some of the most successful advisory practices in the industry. The firm's unique, comprehensive approach helps clients create a clear vision of the future and a specific roadmap to guide them to achieving and exceeding their goals. For more information on Focus Partners please visit http://www.focusvpm.com

Contact Information