Coaching. Consulting. Speaking.

Helping the Financial Services Industry Evolve Into the Digital Age

Helping Financial Advisors and Wholesalers Grow their Business in an Increasingly Virtual World.

It takes more than just pre-existing relationships, cold calling, and networking events to grow your business in this new virtual world.

Now more than ever, financial advisors and wholesalers need modern sales solutions and effective virtual relationship building strategies to gain and retain clients.

Designed specifically for financial advisors and wholesalers, Brendan Barca Solutions helps to give you the competitive edge to transform your business and catapult you toward greater success.

Whether your needs lie in getting clients on LinkedIn, running better virtual meetings through Zoom or WebEx, or treating your sales team to a grounding meditation webinar, we have the solution for you.

Whether you’re an individual advisor, a VP at a Broker/ Dealer, or the Head of Sales at an Asset Manager, Brendan Barca Solutions is here to help equip you with modern, holistic, virtual solutions to elevate your business.

Take a look at our Scope of Services below.

Virtual Speaking Events

Virtual Training Programs

Consulting

On-Demand Video Content

Online Courses

White-Labeling

Want to learn how we can help you grow your business?

ONLINE COURSE

LinkedIn for Financial Advisors

In this online course, learn how to find your target prospects, build relationships digitally and land new clients all on LinkedIn.

Training

Stay competitive & grow your business with dynamic virtual training opportunities built specifically for the financial services community.

Consulting

Offering high level expertise and strategic solutions for financial services professionals.

Live Webinars

Are you a wholesaler who wants to host a webinar for the advisors in your territory? Or are you a financial advisor who wants an engaging speaker for a client event?

You’ll get a high turnout and receive valuable information through our live webinars. Using the most advanced technology and visual backdrops, our engaging speakers will captivate your audience and provide insight and expertise around a variety of topics.

We have worked with:

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