Brounes & Associates interacts
regularly with financial clients through personal meetings,
conference calls, and surveys to discuss and analyze relevant
wealth management and economic topics. Such interactions allow
these professionals to detail the unique needs of their
practices and share strategic planning ideas. We often compile
the results of these contacts (when approved by clients) into a
“Best Practices” summary as a means of informing others about
what successful professionals are doing to build their
businesses.
Brounes & Associates offers
individual or firm “Business Coaching” opportunities that help
professionals develop and implement an action plan to grow their
practices. These presentations and interpersonal interactions
target new financial professionals just starting out in the
business or experienced advisors who may need “to take a step
back” and let an objective source evaluate their practices and
make suggestions moving forward.
