35 Year Merrill Lynch Advisor & Educator Launches Online Training Program For Wealth Management Professionals

After spending the better part of four decades managing a multi-million dollar advisory business and teaching thousands of advisors his proven methods to growing a book and finding fulfillment in their careers, Gary Sinderbrand is bringing his training program online for the first time.

Sinderbrand knew he had found his true calling as a financial advisor during his second year at Merrill Lynch, but he never knew how much of an impact his teachings would have on thousands of fellow advisors. Teaching wasn’t something he anticipated, but rather something he fell into early on.

But, he soon found that he was pretty good at it, and saw how much value he was able to provide to other Financial Advisors (FAs). In fact, during his time teaching at Merrill Lynch, he was able to deliver training to more than 10,000 advisors and saw many of them come back to his events multiple times over. When he wasn’t teaching, he was managing a multi-million dollar book of clients.

His message to other FAs encompassed all aspects of the art of building an ideal book combined with the science of risk management and goals-based investing.To build a portfolio of his ideal clients, Sinderbrand never made a cold call, ran a seminar, or sent out mailers; learning early on that a smaller number of clients could be better served — creating sufficient value that his clients would often assist him with introductions. His book grew organically and it was an addictive and rewarding experience.

It was also easily teachable and yields tangible results very quickly. In fact, many FAs have credited their success to what they learned in one of Sinderbrand’s programs.

Imagine being able to land the largest account on your book ten to fifteen times per year. Sinderbrand states it is truly possible, and says he has helped make this a reality for countless advisors over the years., and it’s what drove so many to come back through his program many times over.

Now, he has teamed up with Innovate YOUniversity, a new online education platform, to launch an online training program for the very first time. The program curriculum encompasses all that Sinderbrand taught over the years, and even offers direct access to speak with Sinderbrand on weekly video calls, as well as an introductory phone call to ensure each student is crystal clear on their goals for the program.

Sinderbrand seeks to work with advisors that know there is more they can do in their careers, but lack direction, motivation, and accountability. The advisors Sinderbrand seeks to work with, he says, “Measure their success in terms of a desire to make a difference in people’s lives, and in making their careers their true calling,” according to his recent appearance on the American Real TV podcast show.

In doing this, he is also able to show those who enroll how to provide massive value for their book of clients, even during times of mass uncertainty like the COVID-19 pandemic.

Sinderbrand is launching this online training program as a way to provide value to as many advisors as he can in a time of uncertainty and turmoil. In fact, being able to help others has been one of the biggest values of his career. Sinderbrand adds, “If I can leave this earth knowing I made someone’s life better in some small way, then that is a win for me.”

He hopes to impact advisors by the dozens with this program, and he is eager to begin working with many who are looking to strive for new levels of success and fulfillment in their careers.

You can apply to be a part of Gary’s upcoming training program here: https://iywebinars.com/gary

Contact Info:
Name: Christian Bonnier
Email: Send Email
Organization: Incubate Media
Address: 120 Hawley St Suite #223
Phone: 6072376926
Website: http://incubatemedia.us

Release ID: 88968397