World Class Coach

 



 

 

Patti Branco
 

 
     
 

 
 
 
 
 

Patti Branco, president of PB Management Solutions, is a financial services industry expert, coach, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered representative, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions. Her vast experience includes sales and sales management as a First Vice President in the bank and brokerage industry.

Patti has helped thousands of registered reps in the financial services industry reach their goals by becoming a ‘whole broker’. She believes there are many overlooked attributes, that combined, can create a million dollar producer. Patti brings real world solutions to help you become a ‘whole’ broker, with attention given to every aspect of your development. New or merely stuck, Patti provides tools, guidelines, and strategies necessary to build or jumpstart a dynamic practice.

Patti has a distinguished twenty year track record of financial services industry success. She knows this business from every perspective. She has been widely quoted and called upon as an expert by major publications including USA Today, Chicago Tribune, Registered Rep, Horsesmouth, and the Wall Street Journal Online, and has had the privilege of working with many notable firms.

 
     
     
   
  One on One with Patti Branco  
 

 



 

 
  Click on the article you would like to read.  
     
 

  17 Marketing Ideas to Reconsider  
      5 Hurdles Successful Reps Need to Clear  
      Leading the Way to an Integrated Investment Program  
      Five Cheap and Easy Seminars for Rookie Advisors  
      Words of Wisdom  
      Leadership Style vs Management Techniques  
      Relationships, Revenue, and Reality  
         
         
         
         
  The Path to Million Dollar Production
 
 
   

Patti Branco is a financial services industry expert, coach, author and professional speaker. She enjoys a successful track record that spans over 20 years in the financial services arena. First, as a successful registered rep, rising through the ranks to senior management, and later as an independent consultant, building and developing investment programs, coaching leaders, and increasing revenue in financial institutions.

This book is based on over 20 years of successful coaching, managing and observing the best practices of top producers.

Read a few chapters from Patti's book

 
     
         
     
         
  Audio

17 Marketing Ideas to Reconsider  (35:00 min)

 
         
         
         
         
  Watch Patti Live

Taking it to the Top

 
         
         
         
         
  Click here to email Patti  

 

 
     
     
     
     
     
 

Patti's Book

 
     
     
 

 
     
     
     
     
  Some of Patti's
17 CDs
 
     
   
     
   
     
     
     
     
     

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