Who is Resources for Advisors and what do we do?

RFA provides marketing solutions for Financial Advisors. We offer tele-classes, workshops, webinars and tangible products to support our clients in implementing effective marketing strategies.  One of our most successful products is our Seminar Success System for marketing to the ever-growing niche of Socially Responsible Investing (SRI) called the SRI Marketing Kit.   The SRI Marketing Kit is a turn-key marketing program based on conducting seminars for clients and prospects. The system was developed for financial advisors who are veterans to Socially Responsible Investing and also those who are new to this niche yet recognize the importance of embracing this fast growing segment of the marketplace.

We also offer customized coaching for financial advisors both in person and by teleconference to help cultivate a successful marketing program. Although we start with marketing as the foundation, our customized coaching programs deal with many aspects of practice management. We focus on setting and attaining realistic goals, conducting effective seminars, developing referral programs that work and more. Coaching is available both on an individual and group basis in your office or by phone.

What are the benefits of working with Resources for Advisors?

RFA is your trusted resource for growing your practice, faster, smarter and with the least amount of effort. Many financial advisors feel alone in their practice. They are wearing so many hats as a business owner, investment manager and marketer to name a few. We take our years of experience and support you in your decision making so that you can avoid the frustration of making costly mistakes. I have made all the mistakes in the book and spent ridiculous amounts of time and money going to hundreds of seminars to learn the most efficient ways to manage a successful practice. Now I pass these secrets on to you!

Why was Resources for Advisors founded?

First of all, I founded this company to support financial advisors so they can live a life they love to live. I was a financial advisor who used to be over-stressed and over-worked and then finally figured out how to run a top level practice efficiently and effectively creating a more balanced life for myself. After selling my practice a few years ago, I decided to help advisors so they too can live a more balanced life. I have interviewed many advisors over the years and almost every time when asked their greatest challenge it was attracting and retaining qualified clients. As a result, I decided that the best way to educate and support financial advisors was with marketing strategies that help them efficiently and effectively retain and attract clients while also experiencing exponential growth.

Second of all, I have huge aspirations to make a difference in the world and I can't do it all myself.  Therefore, I have decided to train advisors to make more conscious decisions with their practice and on behalf of their clients.  As advisors, we have influence over a significant amount of assets. We have the ability to affect not only our own financial future but also the future of generations to come with each and every decision we make. This may sound selfish but I have decided to leverage my relationships with other financial advisors to help me attain my goal of making a difference.

We Must Be the Change We Wish to See in the World - Mahatma Ghandi

Who founded Resources for Advisors™?

Jobie Summer, CFP, CEP, CFS, MA is a leading financial advisor and consultant who developed the SRI Marketing Kit. Recognized with National awards both as a top-level producer and also for excellent client service, Jobie knows that seminars done well are very effective. She personally produced over $500,000 in production on a consistent basis. After 12 years of planning profitable seminars ranging from small library events to being on stage in front of hundreds of people she now shares these secrets with you. She has combined her extensive knowledge and experience as a financial advisor with her background as an educator to help you grow your practice faster, smarter and with the least amount of effort.  

Live the Life you Love to Live!