Course Provider: Rollover Coach
About The Training Provider:
Rollover Coach
The Rollover Coach, Scott Brooks, CFP has been in the financial services industry for about a decade. He served as a trusted Financial Advisor at Edward Jones and at Fidelity Investments where he specialized in the rollover market for Fortune 1000 employers.
During Scott's career, he has counseled over 4,000 job changers & retirees - touching nearly a billion dollars in rollover transactions! Thus, his transition to coaching was easy, as he is uniquely positioned to help advisors increase their rollover business.
Scott recognized that there is a tremendous training void for advisors who wish to succeed in the rollover marketplace. Scott's complete rollover training programs provide expert advice and useful strategies for advisors who are seeking to gather significant assets from this 'money in motion'.
What Customers Are Saying
All of the information that was covered was very helpful.
~ Diana Williams
The course was well organized and delivered in a manner that was understandable and relatable. The trainer was awesome and I would attend another course with her and/or recommend others to her courses.
~ Lisa Lichtenberger
Training By Rollover Coach
