David brings a significant wealth of experience to the financial advisors and firms that he coaches and trains. David specializes in working with advisors that aspire to become the “trusted advisor” for the clients they serve.
David’s practical and real life experience as a leading Financial Advisor at firms such as Integrated Wealth Solutions of Raymond James, SunTrust, Baird, and Bank of America allow him to create a training environment that is truly advisor centric. As a top producer and previous member of the Million Dollar Round Table and Court of the Table, David understands what it takes to move an advisor’s practice to the next level.
David is passionate about “helping others help others” and this is clearly demonstrated through each session he leads. David helps advisors create what he calls an “Integrated Practice”. He does this by helping advisors find their focus and encouraging them to answer a series of questions: What is your purpose? Why do you do what you do? What is your mission? What are your driving principles? What is your Story? What is your offering? How do you do it? What is your process? Can you demonstrate and articulate your offering?
Once these questions are answered, David helps advisor create repeatable processes to help organize and run their practices with great purpose and passion. David leads advisors to become more purpose driven and process oriented.
B.S. in Business Administration, Liberty University, Virginia
Military Science Associate Degree, Lynchburg College, Virginia
US Army Officer – Medical Service Corps
US Army Airborne