Financial Advisors and Teams
We have a track record of successfully coaching advisors. When you need an unbiased advocate with unmatched experience and industry knowledge, we're ready to help.
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Pete Secret has a passion for helping advisors grow.
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Pete is the founder of Spartan Advisory Partners, with expertise in affluent needs, wealth management teams, practice management, and rainmaking.
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He's been a sales coach, workshop leader, and speaker in the financial services industry for over 27 years.
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His primary focus is on how to attract, service, and retain affluent clients, wealth management team performance, and practice management.
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He has given presentations and coached thousands of sales professionals with overwhelmingly positive reviews
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Pete’s unique background is a great foundation to help financial advisors in so many ways
Whatever your goals are, we'll help you accomplish them
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Fewer wealthier clients?
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Better client service process?
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New high net worth connections?
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Enhanced quality of life for you and your team?
Our Process
Analysis
We first take the time to understand your business. After, we conduct a SWOT analysis to understand where the opportunities to help you are.
Guidance
We help you plan, take action, and stay on track amidst life's many distractions.
Consulting
Each call is a blend of best practices and accountability. You're sure to walk away from each one on one with 2 to 3 specific action steps.
Depending on your business, we'll tailor our approach to what you need.
Scaling
Team consulting and coaching
How to provide a world-class experience to your clients
How to gain or invest in resources to leverage your business for SUPER growth
How to position yourself in the office to buy retiring books of business
Building repeatable Referral systems
Landscape of current financial industry
Business practice management systems
Building COI’s and networking
Getting referrals from inside your own firm
Building your virtual team
Energize
Accountability- It’s our mission to see that the most important actions get done.
Routine Building- Coaching creates consistency with the right behaviors.
Expanding Your Zone- Elite advisors consistently do what many others won’t even try.
Best Practice Sharing- We are hooked on idea collection and sharing.
Unbiased Opinions- We don’t work for you, you don’t work for us, we call it as we see it.
Bigger Thinking- We encourage you to set your sights high, and take big ac-tions.
Slump Busting- How likely are you to change without a coach?
What I've learned
during my 27 years
coaching on Wall Street
1. To grow, you must have a plan
2. To execute your plan, you must have discipline
3. To ensure discipline, you need a coach or partner on your side