Ready to Stop Settling?
Let's have a conversation about where you are and where you could be. No pressure, no sales pitch - just straight talk about your practice's potential.
Contact me now for a chat. Warning: Side effects may include increased motivation, clearer purpose, and occasional moments of "Why didn't I do this sooner?"
Testimonials
At at time when training is done more today through self-help books or non-seasoned coaches, Gary stands out like a California Redwood. As a former highly successful FA at Merrill Lynch, his skill set is extraordinary. Helping the younger advisor or the veteran with more to learn and develop, Gary can get you there. At at time when training is done more today through self-help books or non-seasoned coaches, Gary stands out like a California Redwood. As a former highly successful FA at Merrill Lynch, his skill set is extraordinary. Helping the younger advisor or the veteran with more to learn and develop, Gary can get you there.
J Joseph Fioroni, CRPC™J Joseph Fioroni, CRPC™
Senior Vice President, Wealth Management Advisor
I have been working with Gary for the last 2 years + now. He has truly helped me transform and direct my business through his guidance.I have been working with Gary for the last 2 years + now. He has truly helped me transform and direct my business through his guidance.
Joshua Young, CFP®, CEPA®Joshua Young, CFP®, CEPA®
Corporate Liquidity Planning Group of UBS | SVP of Wealth Management | HNW & Business Wealth Management
I have been a wirehouse broker since November of 1993. (Top quartile 2023)
I have participated in many training programs and coaching programs over the years.
In 2022 my son joined our team and we began working with Gary. He helped us assimilate my son into the team with many ideas and strategies.
He has been coaching advisors for over 30 years! He was a very successful advisor!
Are you are looking for a well qualified no-nonsense coach who has been in the trenches? Gary is your guy!!
Worth every penny!
He has endless knowledge and
experience to share!
Tim Chapin
Financial Advisor-UBS Financial Services Inc
Let's face it - you're already a successful financial advisor. Your clients trust you, your practice is stable, and you're making a good living. So why do you sometimes catch yourself staring out the window, wondering if there's more? (Don't worry, I won't tell anyone about those existential office moments - we've all been there.)
I'm Gary Sinderbrand, and after training over 10,000 financial advisors, I've learned something fascinating: the gap between good and extraordinary isn't about knowing more financial products or working longer hours. Sometimes it's about getting out of our own way. Yes, I said "our" - because I've been exactly where you are.
What Makes BPT Different?
I'm not going to pretend I have all the answers. What I do have is 35 years of experience, thousands of success stories, and an uncanny ability to help advisors rediscover their mojo. (Yes, I just used the word "mojo" in a professional context. I'm not sorry.)
Here's What We'll Do Together:
- Cut through the noise to find what really matters in your practice
- Design a path that fits YOUR style (because nobody needs another cookie-cutter approach)
- Help you achieve that elusive work-life balance (without sacrificing success)
Achieve Balance in Your Career and Your Life
When I’m not coaching financial advisors to elevate their careers, I’m on the slopes in Vail, as a certified ski instructor, helping skilled skiers push past their limits. In both worlds, I work with successful people who recognize that growth requires stepping outside their comfort zone. Whether it's carving a steeper line or embracing change in their business, the journey can be intimidating—but with the right guidance, the rewards are exhilarating.
