Robin Reeve - The Advisor's Coach
858-251-2451 robin.reeve@fmgsuite.com
My name is Robin Reeve, and for most of you, that might not mean anything. What I can tell you is that I have spent nearly a decade learning and understanding my WHY.
For those of you who aren't familiar with the concept of "why" it might sound easy done, but I promise it's been a journey.
Finding my WHY meant finding my passion for existing. Not for a love of life, but what is my purpose, what am I truly passionate about, what gets me up in the morning. It has helped me find a path to helping others change the face of financial industry.
For over 6 years I have been the Vice President of Platinum Advisor Strategies. A Practice-management company out of Central Florida. The firm was created by Robert and Thomas Fross of Fross and Fross Wealth management as a way for independent advisors to have help and support around the areas they needed it. A way to change the way client saw their financial advisor, and the way their advisor felt about them in return.
You can read more about Platinum here.
In the summer of 2018, Platinum Strategies had caught the attention and eye of another firm out of San Diego. A firm who also shared a passion for helping financial advisors and who had a similar culture to our own. It was not long after, FMG Suite made an offer to purchase Platinum and bring them into the mix.
We now offer a larger line of services, but the culture and voice is the same: "We exist to change the face of the financial industry. To create exceptional marketers and to build lasting client relationships."