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Welcome to Waypoint Strategies Consulting

Unlock your practice potential with expert coaching to drive growth and profitability.

About Waypoint Strategies Consulting

Our Mission

At Waypoint Strategies Consulting, our mission is to help financial advisors be the best in the industry. We do this by providing comprehensive consulting services that are tailored to the unique needs of each client. We are committed to delivering top-notch results that exceed expectations.

Our Approach

We take a collaborative approach to coaching. We work closely with our clients to understand their needs and develop strategies that are tailored to their unique opportunities and challenges. Our approach is transparent, results-driven, and designed to help your practice thrive.

Why we are effective

 As a financial advisor, you understand the importance of effective business and marketing planning. Our coaching program can help increase your revenue by 2 to 3-fold, guide you in creating your unique 'Why', and efficiently frame your week to focus on revenue-producing activities. We offer strategies for client acquisition and recommendations, as well as motivative language techniques to enhance communication. Additionally, our program covers financial media talking points, pricing strategies for fee-based planning, risk mitigation, asset management, and much more  

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!

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Brett Collins, President

Waypoint Strategies Consulting

wilbcol@gmail.com (214) 883-2505

Copyright © 2024 Waypoint Strategies Consulting - All Rights Reserved.

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