CFA Society Cleveland and Invesco Present:
Resilient Advisor Program , Brett Van Bortel, Invesco Consulting
Resilient Advisor Program Information
has developed and delivers numerous consulting programs designed to
increase the profitability, effectiveness and productivity of financial
advisors. As a speaker and consultant, his focus is helping advisors in
the building of strategic partnerships with attorneys and CPAs. He also
works to help in the horizontal growth of advisory practices by
provisioning wealth management guidance, marketing to age 65+ clients,
assisting in the branding of financial advisory firms and scientifically
testing for the most effective ways to ask for and receive client
introductions. He regularly delivers these presentations to financial
advisors in addition to individually coaching top-producing teams.
Brett is a co-author of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients,* The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy** and Selecting a Coach: 7 Guidelines for Financial Advisors.***
He is also a regular contributor to Financial Advisor magazine. Prior
to joining Invesco in 2010 when the firm combined with Van Kampen, Brett
worked for Van Kampen Investments for 13 years as a member of Van
Kampen Consulting, the predecessor to Invesco Consulting, as well as in
advertising & marketing.
is married with three wonderful children. He enjoys coaching and
competing in league sports, as well as skiing, hiking and biking.