data:image/gif;base64,R0lGODlhAQABAAD/ACwAAAAAAQABAAACADs=

Welcome to Waypoint Strategies Consulting

Empowering Financial Advisors to Achieve Excellence

At WayPoint Strategies, we are dedicated to elevating financial advisors to the pinnacle of the industry. Through personalized coaching and strategic consulting, we provide the tools and insights necessary to transform your practice and achieve sustainable growth

About Waypoint Strategies Consulting

Our Mission

 Our mission is clear: to help financial advisors become leaders in their field. We achieve this by offering tailored consulting services that address the specific needs and aspirations of each client, delivering results that not only meet but exceed expectations. 

Our Approach

 

At WayPoint Strategies, we take a collaborative and personalized approach to coaching. We partner closely with each advisor to truly understand their goals, challenges, and the unique dynamics of their practice.

From there, we co-create strategies that are tailored to your opportunities — not off-the-shelf solutions. Our process is transparent, results-driven, and focused on long-term success. Whether you're looking to accelerate growth, strengthen your client relationships, or create more capacity, we’re here to help your practice thrive.

Why Choose WayPoint Strategies?

 

  • Proven Success: With over 25 years of experience, our founder, Brett Collins, has guided hundreds of financial advisors toward doubling their practice through effective business and marketing strategies. ​
     
  • Personalized Coaching: We offer one-on-one and team coaching tailored to your specific goals, ensuring strategies that resonate with your vision.​
     
  • Comprehensive Services: From client acquisition and value proposition development to time management and communication techniques, we cover all aspects essential for your growth.​
     

Our Services Include:

  • Client Acquisition Strategies: Implement effective methods to attract and retain your ideal clients.​
     
  • Unique Value Proposition Development: Clearly define and communicate what sets you apart in the industry.​
     
  • Time Management Optimization: Structure your week to focus on high-impact, revenue-generating activities.​
     
  • Effective Communication Techniques: Utilize motivating language to enhance client relationships and drive action.​
     
  • Pricing Strategies: How to develop and present competitive pricing for fee-based planning and investment services.​
     
  • Risk Mitigation and Asset Management: Implement strategies to manage risk and optimize asset growth for your clients.​


  •  Team Strategy & Development
    Align shared values and team dynamics to deliver sustainable growth and client experience.


 

Ready to Transform Your Practice?

Let’s discuss how WayPoint Strategies Consulting can support your journey toward unparalleled success. Contact us today to schedule a consultation and take the first step toward realizing your full potential.

Innovative Coaching Solution

Revenue Coach

  
With over 25 years experience working with high net worth clients I understand that as a financial advisor, your primary goal is to enhance your practice's revenue. As renowned revenue coach, I  specialize in strategies that focus directly on increasing your income. Unlike traditional business coaches, my approach concentrates on language, style, concepts, and initiatives that drive substantial revenue growth.

I can help you attract and retain the 'right' clients by employing a targeted and active marketing strategy. This involves leveraging natural, professional, and business owner markets, along with social media and referrals. Additionally, my unique questions-based approach helps differentiate you from other advisors, ensuring potential clients see the value in working with you.  



Contact Us

Drop us a line!

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Brett Collins, President

Waypoint Strategies Consulting

wilbcol@gmail.com (214) 883-2505

Copyright © 2025 Waypoint Strategies Consulting - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept