Professional Coaching for Financial Advisors

Expert support for investment advisors partnering with financial institutions.

Has your business plateaued? Are you ready to reach higher levels of production, enriched customer service models, and greater business satisfaction? Is your business running you vs. you running your business?

We provide the tools, insights and accountability to align your actions with the vision you have for your business. Using time tested and proven techniques, we have assisted thousands of financial advisors in achieving greater levels of business acumen and success.

Our Approach

512 Performance Group™ approaches the growth of a retirement, investment, and financial planning practice as a business. Adapting an entrepreneurial methodology, we focus on:

Enhancing existing/creating new business development channels
Driving a differentiated customer experience
Building a business that lasts
Offering techniques for maintaining a balanced life

We utilize the GROW Method of coaching as the foundation to a customized, client-by-client experience.

G – What are your GOALS?
R – What is your current REALITY?
O – What are your OPPORTUNITIES?
W – WHAT will you do and by when to accomplish your objectives?

512 Performance Group™ believes the “run it like a business” approach is the best pathway to achieving sustainable long-term growth.

Our Services

Coaching

It’s time to consider the ideas, beliefs, and aspirations that float around your head. It’s time to explore the “what ifs” that have been percolating in your brain. It’s time to create the investment, retirement or financial planning business you have been imaging all these years.

Don’t think of it as coaching, but more as a time of reinvention, retooling, and reimagining. You have built a lifetime of skills, experiences, and values. Now take inventory of these items along with a list of objectives, and with this record in hand, develop a plan; one that awakens your inner passions and longings. Give thought to how your strategy for your new business can impact you, your clients and the world around you in a positive way.

512 Performance Group™ is committed to providing guidance to financial advisors on how to answer these and several other questions.

Building a Business That Lasts Coaching Series

• Branding Your Investment Business for Success – Creating the Power of Pull
• Stir the Pot Marketing
• The Trust-based Referral System
• Using Workshops to Fill Your Sales Pipeline and Grow Your Business
• Client Advocacy Programs
• Mastering High Gain Sales Techniques
• Strategic Planning for (Insert Your Name Here), Inc. – Your Pathway to Success
• Growing Your Relationships – Planning and Conducting Memorable Client Events
• Achieving Peak Performance – Balance of Life

Speaking Engagements

With a financial industry background spanning more than 35 years, Gary taps into his extensive knowledge and skills within the financial institution system to deliver customized presentations for your workshop, meeting, or conference.

He provides attendees with actionable processes, constructive ideas and time-tested solutions for building value-added services to further enhance the relationship with his or her clients.

As a certified business coach, Gary has worked with hundreds of organizations and thousands of financial advisors, assisting them with the continued development of their investment, retirement, and financial planning practices. His wide-ranging experience in financial services will serve your audience well as he turns his attention to building a result-driven presentation for your meeting.

Topics

• The Face of the New Retiree
• Build a “Stir the Pot” Marketing Program – Getting Out the Word
• Managing the Dynamics of Emotion in Retirement Planning
• A Road Less Traveled – A Path to Increased Results
• Adding Client Value – More Than a Stock Picker
• Marketing in a Social Media World
• The Emotionally Intelligent Advisor

Gary A. Weuve, CFP®

Let me introduce myself.

I began my career in 1980 at CUNA Brokerage Services, Inc. During that time, I led The Center for Advisor Excellence®, a training and consulting unit responsible for supporting, counseling and guiding financial institution investment programs and their financial advisors to greater business growth.

Upon my recent retirement, I formed 512 Performance Group, LLC: a coaching and consulting firm designed to assist financial advisors with evolving his or her investment, retirement, or financial planning business towards the vision they always imagined.

As a certified business and financial investment coach, I have worked with thousands of financial advisors from several broker‐dealers throughout the country, assisting them with the continued development of their investment and financial planning practices. As a sought-after national speaker, I have spoken at conferences for CUNA Brokerage Services, LPL, LaSalle Street Securities, UBS, Raymond James, Southwest Business Corporation and PLANADVISOR.

For the duration of my professional career, my passion has been, and continues to be, supporting financial advisors as they achieve their full potential regardless of market conditions. That is my mission; that is my goal.

I currently hold the Charter Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®), and Registered Corporate Coach™ designations.

My wife Marcia and I grew up as Midwesterners in central Iowa, and we now reside in “The Live Music Capital” of Austin, Texas.

“If you have a dream, you can spend a lifetime studying, planning, and getting ready for it. What you should be doing is getting started.”

—Drew Houston, Co-founder and CEO of Dropbox

Let’s get started today.

For coaching and speaking engagements, please fill out the contact form.

I look forward to working with you and enhancing your business.