Rollover Coach

The Rollover Coach, Scott Brooks, CFP has been in the financial services industry for about a decade. He served as a trusted Financial Advisor at Edward Jones and at Fidelity Investments where he specialized in the rollover market for Fortune 1000 employers.

During Scott's career, he has counseled over 4,000 job changers & retirees - touching nearly a billion dollars in rollover transactions! Thus, his transition to coaching was easy, as he is uniquely positioned to help advisors increase their rollover business.

Scott recognized that there is a tremendous training void for advisors who wish to succeed in the rollover marketplace. Scott's complete rollover training programs provide expert advice and useful strategies for advisors who are seeking to gather significant assets from this 'money in motion'.