Testimonials

 “As an advisor new to the business, Rich and his Ideal Plan Coaching was a turning point in my new career.  

I defined my target client, developed a marketing plan, and fine-tuned my business processes, bringing focus and direction to my efforts.  

Rich has helped me move to the next level of being a professional advisor, with measurable increase in AUM.  I now have a clear brand, a step-by-step process, and a network of other advisors using the same plan!” 

Lee, California

 “Are you satisfied with your practice? That is a question I never thought about until I started working with Richard. Richard Boone’s IDEAL Plan Coaching material provides a financial advisor with extensive tools which may be used to set yourself apart from other financial advisors.  In addition, the program is designed to help you determine what kind of a practice you want to create which is based on your goals and what you have to offer that is unique to you.  

I was able to create the business model that I wanted and knew I could have, but by using Rich’s material, I was able to begin that process of obtaining what I wanted for my business growth. Of course, a little accountability to another person is also invaluable on the path to achieving your “business nirvana” too!” 

Grace - California

"I've been in the business for over 30 years as a producing advisor, sales manager, branch manager, regional VP, and now I'm running my own boutique along with my son who is fairly new to the business.  I'd known Rich for a few years but almost on a lark I decided to engage.  

Much to my surprise and delight he brought to me (and helped me install) structure that I thought I already had - but his approach was better.  It gave me a track to run on for both myself and my son.  

I have worked with - and hired for my downline of reps - many coaches in my career but working with Rich has been the best coaching experience I've ever had".

Scott, Pennsylvania