Scott Brooks has spent nine years in the financial industry working as a financial advisor. During that time he worked for a bank broker-dealer, Edward Jones, and spent 4.5 years in a proactive capacity at Fidelity Investments where he specialized in the rollover market for Fortune 1000 employers.
After working with advisors he quickly realized there was a need for someone to train advisors on what they need to know succeed in the rollover marketplace. He has made it his mission to level the playing field between the no-load recordkeepers and others in the financial industry.
Scott’s workshops and private coaching sessions are perfect for
||Broker-dealers who want to capture more rollover assets|
||Banks who want to better educate key referral centers such as private bankers, branch managers, trust officers and other business develop officers. |
||Insurance companies who want to better cross sell investments to their existing client base. |
||Training for newly licensed advisors |
||Mutual Fund Families, Broker-dealer, or Insurance Product Managers who want outside opinions on putting together rollover strategies for their reps & agents. |
Our workshops can be customized for your audience.
Speaking Fee: $2500 Per Day Plus Travel Expenses
3334 S Sutton Sq
Stafford, TX 77477