Course Length: 1 Hour
Meet your Instructor
Chairman - The Barger Group, Birmingham, AL
Steve Barger is a consultant at TheBargerGroup where he provides practical, targeted, and effective business solutions for financial advisors. His consultation expertise includes coaching financial advisors in the following: developing their business purpose or mission, identifying their preferred client type, identifying historical revenues and AUM, identifying their annual AUM target using the growth calculator, improving the interview and profiling process, investment methodology, structure and discipline, client retention strategies, improving technology capabilities, and building trust with investors. Before his involvement at TheBargerGroup, Steve also served as Senior Vice President at Hawkeye Bancorporation, Senior Executive Vice President at Shearson Lehman Hutton, and Senior Executive Vice President and Director of Training at CitiGroup.