Masterful Advisor Helps Financial Advisors Remove their “Blind Spots”
FOR IMMEDIATE RELEASE
Tampa Bay, Florida, November 10, 2009 – Financial advisors help their clients successfully plan and arrange their financial affairs, but who helps financial advisors successfully plan and arrange their practice? This is where Debbie Nixon of Masterful Advisor, a full-service coaching company, comes in.
With over 20 years experience as a trusted advisor, performance expert and certified executive coach, Nixon, saw the need to help financial advisors run a top-producing practice with ease without sacrificing their personal lives. She uses her background to help financial advisors get and keep a steady flow of client referrals, run a smooth practice, create a work schedule that fits their lifestyle, and achieve dramatic increases in assets under management (AUM).
In order to help her clients achieve the success they are looking for, Nixon’s services are centered around the concept of blind spot removal; recognizing how your personal ideas and perspectives can work against you in business. In her coaching sessions, financial advisors learn to step back and assess their practice with a pair of “fresh eyes” in order to gain a new understanding of how they manage things, helping to improve their business and increase client satisfaction. It’s often surprising to advisors how quickly their goals can be achieved using this approach rather than traditional methods they may have previously tried.
“Blind spots are things about us that others can see, but we cannot because of our personal point of view.” Says Debbie Nixon, principal and founder of Masterful Advisor. “I work to help my clients recognize these spots and learn new techniques so they can achieve the success they’re looking for without compromising their personal lives. My clients already have a great understanding of their job and how to run a business, but they need to take on a new position within their practice and implement fresh ideas to help take them to that next level.”
Nixon offers a FREE Blind Spot Assessment through her website, http://www.masterfuladvisor.com/. This free assessment delivers instant customized feedback based on 10 key success criteria. The feedback provides useful information the advisor can immediately apply. This provides a clear understanding of whether or not they have hidden obstacles impacting their ability to run a lucrative practice at the same time as living a satisfactory personal lifestyle.
Should the assessment clearly show they are ready to learn how to run a top practice that doesn’t run them, financial advisors can then sign up for a complementary sample session to help determine if Masterful Advisor coaching sessions are for them, and for a limited time only, a $99 debrief.
“Debbie’s ability to open new avenues of thought was extremely helpful to me. As a result of her coaching sessions, my networking activities increased by 100% which as in turn increased my business activity and new sales. I couldn’t be more pleased with the results from her efforts” Says R. Crooks, a Masterful Advisor client.
Nixon is also a professional speaker for corporate and association groups. Some of the topics she speaks on include: 10 Keys to Running a Top Practice, Does Your Practice Run You?, and Keeping Clients from Jumping Ship.
For additional information, to take the Blind Spot Removal Assessment and to book a free sample session, please visit www.masterfuladvisor.com.
- 30 -
About Masterful Advisor
Masterful Advisor is a full service coaching company for Financial Advisors. With a primary focus on the blind spot removal process, Debbie Nixon, founder of Masterful Advisors, provides her clients with a fresh approach to managing their practice without allowing their practice to run them. For additional information, please visit http://www.masterfuladvisor.com/
