I’m David Leo and I’m here to help you grow and organize your business. I’m a guy that can help your business become a star. I have over 30 years of experience helping financial advisors and planners just like you get the new clients and referrals that you deserve.
I’m on the hunt for a few of my ideal clients that I can help transform their businesses and grow them to 7 figures. The scrappy things that got you to 6 figures won’t cut it if you’re serious about taking the next step.
I’ve been with my wife since 1988 and have 3 grown sons and 6 growing grandchildren. I love having my own company and the flexibility it affords my family. Time with my wife and family is a most precious asset and I work hard to protect and multiply that time.
While I’ve helped many business owners over the years in the financial services industry, I most enjoy helping financial advisors. Therefore, that’s who I focus my time on helping. I have been in sales, marketing, management, and business process reengineering consulting serving the Financial Services Industry. I have worked for PaineWebber/UBS and have been coaching Financial Advisors exclusively since 2001.
I also facilitate meetings, train advisors and managers, performs strategy and planning exercises, work on Financial Advisory Process Improvement, marketing and sales effectiveness, client loyalty, and improved time management consulting.
If you’re looking for a coach to help you go to the next level, fill out my strategy session application and we’ll talk.
I have an MBA in Management from New York University and a BS in Commerce and Engineering from Drexel University.
- Accepts Credit Cards
- Customer Support