Business Advisors

Business Advisor Services

FPMG works with professional business advisors—financial planners, accountants, insurance agents, attorneys and others, especially those who understand the value of joining the circle of trusted advisors who work with high-net-worth individuals and families. By understanding the behavioral issues and personal dynamics that impact clients, advisors can improve their opportunity to become an advisor of choice.

We help professionals every day achieve the next level in their careers by understanding the needs of clients in their target market.

Sample of FPMG Insights & Expertise:

  • Managing Client Anxiety: Understanding the Psychological Dynamics Impacting Your Clients’ Decision Making
  • Cultivating Trust Through Performance Management
  • Communication Differences between Men and Women: How These Differences Impact Your Client Relationships
  • Emotional Intelligence: Why We Need it to Understand Clients and Help Them Achieve Their Financial Goals

To learn more, please call 813.876.7191 for personal, confidential assistance.

Column Image

Communicate for Success
Guide to Business Communication

Download