The Sea Captain Way for Financial Advisors

Pursuing Visionary Success

The Sea Captain Way for Financial Advisors: Charting Your Course to Visionary Growth is about energizing top performers to take on risks and push beyond their comfort zone to pursue life-changing goals and achieve peak performance. The book is designed to serve as a guide to help formulate strategic, process-driven action plans. It includes experienced guidance on:

How to deliver a concierge level of financial planning and client care.
Creating leverage by adapting a CEO mindset.
Elevating your brand standard to strengthen, protect and expand your business.
Measuring growth metrics to help you remain focused, structured and monitor performance.

Phil Bender helps you identify where you are today and the steps necessary to drive you to your next target stage of productivity.

Photo by Meghan Sepe | @meghansepe

Praise for the Sea Captain Way

“Working with Phil Bender is nothing short of enlightening. His coaching ability and passion to peel back the layers, and guide my team to solutions is unmatched. He has a remarkable ability to extract the highest level of unmet potential from his clients and deliver results.”

“The Sea Captain's Way offers financial advisors the whole package. You'll learn how to transition from a sales model to being a business owner, how to create and showcase your own brand, and how to build an experience that makes your clients feel genuinely cared for. Phil brings wisdom and heart into every chapter of this special book. Whether you're a new advisor, or you've been around as long as me, you'll find this guidebook to be filled with gems. A must read.”

“Phil Bender in Sea Captain's Way brings a wealth of experience to outline a practical, insightful guide to effective business success. Like a good sea captain, he listens attentively to where the client needs to go and then guides the client through all the shoals that could impede his progress. He is a wise coach that knows how first to listen and then to show his clients the way to achieving established goals. The Sea Captain's Way is an invaluable resource.”

“This is the only book you will ever need to read to accelerate the growth of your business. It gives you the strategies and tactics to make the transition from being a Financial Advisor to being the CEO of an exceptional financial planning firm.”

“Phil Bender has the ability to influence people’s thinking, behavior, and habits to help them have a much more fulfilling life and sustainable career. Phil brings joy to the process along the way. He has a wonderful way of communicating with others to help them reach their full potential.”

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