Family Business Consulting   |   Transforming Visions Into Results

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Financial Companies

Consulting Services & Coaching Programs For Financial Companies

“Dr. Federer is an inspiring, dynamic speaker. She has a unique ability to relate to the challenges and rewards of being a Financial Advisor and that comes through in her presentations. She is a perennial favorite at our conferences.”
–Michelle Danielson, VP, Private Client Group; Director, Women’s Network; Raymond James & Associates, Inc.

FPMG’s coaching programs and consultative services have sparked quantifiable improvements in productivity for financial executives, business teams, organizations and corporations.

Sample of Programs

  • Transforming Vision into Results: Discovering the Key to Maximum Performance
  • Steps for Turning a Prospect into a Client
  • Managing Client Anxiety and Emotions
  • Understanding the Unique Dynamics of Family-Owned and Closely Held Businesses

Partial Client List

Advisor Group
American Express
American Funds
Allianz Life Insurance
Bank of America
Coldwell Banker
Dreyfus Investments
Evergreen Financial
LPL Financial
Morgan Stanley
Pershing LLC
Prudential Securities
Raymond James & Associates
Raymond James Financial Services
South Trust Bank
Sun Bank
Wells Fargo

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

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