Thanks for Visiting!
I’m glad you’ve taken a moment to consider some resources that may help you differentiate yourself in what’s becoming a more competitive field than ever.
Client have more options than ever, from other firms to passive investments to robo-advisors. How do you break through the noise and differentiate yourself as an Advisor?
The answer is simple, but not easy: You win Client hearts and minds one great meeting at a time. No matter what markets you serve, this continues to be true.
This is My Purpose – and Passion!
My passion is helping professional Advisors create better Client engagements. As President and Chief Navigator, I’ve spent 22 years observing and learning from some of the best in the sales business. I know what works, and I’ve witnessed what doesn’t work.
AdvisoryEDGE™ is My Baby!
AdvisoryEDGE™ Forum and training are the product of my experience – I’ve witnessed first-hand how the best Advisors do it, and I’ve studied the psychology and behavioral science behind strategies that build trust.
Boatman Learning Inc. is My Vessel!
Boatman Learning Inc. is a professional development consultancy focused on professional Advising skills. Since 1997, we’ve worked with high-level Advisors in a number of sales industries to create better Client meetings.
Here are a few relevant examples from Financial Services:
- AT Kearney
- ABN Amro
- AXA Advisors
- GE Capital
- Hewlett-Packard Financial Services
- Lincoln Financial
- World Bank (IFC)
- M&T Bank
- National City Bank
- Northern Trust
- US Bank
- Wells Fargo
Editor-in-Chief of the AdvisoryEDGE™ Digest, creator of the AdvisoryEDGE™ method, and author of “Love and Selling”Contact