Do any of these sound familiar?
If so, we can help!
You Feel Stuck
You worry constantly about your business, even when you are at home.
Not Enough Time
You feel overwhelmed by all the things you think you should be doing to keep your business running.
Next Level Expertise
You wish you had an experienced business person to brainstorm ideas with and share your vision.
Establishing Balance
You are always working on building your practice vs. working in your practice?
Our Services
Business Coaching
Owning a business can be like climbing a mountain. You can see the peak from the base, but you need help getting there. We’ll work with you to answer the following questions and develop your personalized plan for getting to the top.
- Where is your business now?
- Where do you want your business to be?
- What is keeping you from getting there?
- We’ll create a plan to get to where you want to be.
- We’ll implement a system to overcome the obstacles in front of you.
- You’ll be accountable to your plan.
- We’ll utilize the systems and tools to help you grow as a professional.
- Together, we’ll review your results and adjust your plans.
You’ll feel confident following the plan we develop and will start seeing results.
Advisor Transition Planning
Our advisor transition planning services are designed for the Career Advisor who is thinking about “breaking-away.” Typically, this advisor is currently working in a captive agency but would like to explore the possibility of going Independent.
Advisor Transitions LLC, a subsidiary of DSI, has developed a consultative approach to help guide you in deciding “how deep in the independence pool” you would like to get. For some advisors, this might mean the best fit is going with an Independent Broker/Dealer for others it might be tucking-in with an established practice while some may be best starting their own Independent Advisory firm.
For those advisors where starting your own firm is the best option, Advisor Transitions has developed a road map to help you identify how deep into the independence pool you want to be and to speed up the process and allow you to focus on helping your clients. We can help set your business up with best in class services, such as website development, outsourced compliance services, investment management and the other critical functions needed for a successful business.
Sales Training
To earn a sale, there are five obstacles that all sales people must overcome:
- Lack of awareness
- Lack of trust
- Lack of need
- Lack of help
- Lack of hurry
The DSI Sales System is designed to systematically overcome each of these obstacles to help you reach your sales goals. Together, we will grow your sales, get your sales team on the same page and speaking the same language and provide your sales team with a proven process that integrates your marketing, prospecting, fact-finding, sales presentation, and follow-ups into a comprehensive system, designed to overcome these five obstacles.
Wholesaling
At DSI, our wholesaling solution is for those financial companies looking to outsource their sales staff. Your situation may be that you don’t have the ability to hire a full time sales staff, or perhaps, you don’t have a sales process in place. Either way, we know you’d rather be focusing your time on making your business a success and not worrying about the sales process. That’s where we come in. With over 40 years experience providing proven solutions in the financial industry, DSI has an effective and efficient sales process to help your business grow. We have a variety of solutions to offer in this space, but they all have two things in common – making your life better and your business successful.
Distribution Systems, Inc.
The time is NOW to take action.
Your biggest risk is doing nothing at all.
At Distribution Systems Inc. (DSI), we know that you want to be a successful financial advisor. In order to do that, you need a tailored coaching plan that actually works for your business. The problem is, you may not have the time or expertise which can leave you feeling overwhelmed and realizing flat or declining revenue and client growth for your business.
We believe every financial advisor has the potential to be as successful as they want to be and that you should be focused on building your practice, which is why we have spent a great deal of time with our partners, coaching them to success. We bring over 40 years of experience and a wealth of knowledge to the financial advisor industry with proven results in our coaching and sales methods. We’ll look at all the things you are currently doing and focus on the things you should be doing.
For Over 15 Years
DSI has helped businesses like yours realize success.
Jim Stover
Co-Owner
Phone: 303.246.0219
Email: jim.stover@dsiresults.com
Tim McCain
Co-Owner
Phone: 303.888.4704
Email: tim.mccain@dsiresults.com
Ready To Get Started?
Schedule A Free Consultation Call
Schedule A Free Consultation Call
Let’s set up a time to discuss your business, your current strategy and vision for growth. We’ll make sure we’re a match for you.
Pre-Workshop Questionnaire
Pre-Workshop Questionnaire
Fill out the business snapshot to help give us more insight in to your practice.
Business Workshop Assessment
Business Workshop Assessment
We’ll come to you for a 1-day workshop where we’ll develop your 90-day plan and set up bi-weekly accountability calls.
Schedule A CallSchedule A Call