Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness, and productivity of financial professionals. As a speaker and consultant, his focus is helping financial professionals in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of financial practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial firms, and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial advisors in addition to individually coaching top-producing teams.

Brett is a co-author of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients, The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy,  and Selecting a Coach: 7 Guidelines for Financial Advisors. He is also a regular contributor to Financial Advisor magazine. Prior to joining Invesco in 2010 when the firm combined with Van Kampen, Brett worked for Van Kampen Investments for 13 years as a member of Van Kampen Consulting, the predecessor to Invesco Global Consulting, as well as in advertising and marketing.

In the UK, one of Brett’s key responsibilities is the provision of video modules for Practice Intelligence. This learning pillar shares the secrets behind maintaining a healthy, growing business and forms part of Invesco Intelligence Plus, our CPD-accredited educational learning platform for financial advisers.