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
Training
Consulting
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:
We have worked with:
