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Rebecca A Stone

Total live articles: 1

Member since: Mar 02, 2012

Rebecca Stone is recognized in the field of business and professional development as an author, teacher and business coach. With nearly three decades of success, Rebecca is both a Certified Financial Planner™ and a Certified Business Coach. Following her tenure with private family wealth counsel, Rebecca turned her attention to coaching and developing marketing systems and practice management programs for attorneys and financial advisers.

In her own words, "One thing I've observed is that many professional advisers face a lack of understanding about how to acquire a steady stream of new and better clients which leads to less business profit and results in a lot of stress in their lives. I offer a unique system to help them overcome those challenges"

Rebecca understands what it takes for entrepreneurs to profit from their success. The co-founder of four wealth management firms, she started by trial and error before being mentored by some of the brightest coaches in the business and financial service industry.

Rebecca's entrepreneurial background gives her keen insight that goes far beyond practice management and business development. Her unique six-step process empowers hundreds of financial advisers and attorneys in how to profit by turning ideal clients and other professionals into marketing advocates.

A graduate of the University of Illinois, Rebecca enjoys cooking for family and friends and hiking with her dog, Mollie. Rebecca spends summer and fall in the beautiful mountains of Colorado with her family. She enjoys the warmth and sunshine of Scottsdale, Arizona in the winter and spring.

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How do you spell SUCCESS in your professional advisory practice? The 7 steps in this article will put you on a sure path toward building a more profitable and enjoyable business.

Business > Top7 or 10 Tips l 2 years ago

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