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.
Hire Brendan for your next speaking event or corporate training.
LinkedIn for Financial Advisors
“This is among one of the best industry presentations I’ve attended in the last year. Packed with specific SEO insights, examples, and metrics that were easy to implement in our marketing efforts.”
“Awesome presentation. It was outstanding! Rich with new ideas, actionable takeaways, tools and overall content.”
“We put Brendan’s LinkedIn Selling Playbook from the presentation to work and received an immediate response from one of our contacts the next day thanking us for reconnecting and asking when we could meet with the HR team and CFO.”