Boot Camp for Financial Advisors

About the Book

During David Clemenko’s 11 eventful years with the world’s largest financial firm. he visited more than 350 Merrill Lynch offices across the country—coaching, motivating and turning more than 10,000 Financial Advisors into better marketers, tougher competitors, and unbeatable relationship-builders. Now this former U.S. Marine Drill Instructor puts his unique combination of tough love and market savvy to work to help remake you into a lean, mean selling machine that spells success in the new financial environment.

Endorsements:

"Leaders come in all shapes and sizes and utilize different techniques, but there is one inescapable commonality that binds them all, they lead from the front, motivate those around them and continuously set the example for others to follow. David’s discipline and passion for excellence are infectious. His peers are drawn to him by his leadership, personality and honest concern for others. These traits set the foundation for success in anything he does whether it’s making Marines in Parris Island, coaching Financial Advisors or his devotion to community service, you would be hard pressed to fi nd another coach for your business with similar attributes".

~Major General James E. Livingston USMC (Ret) , Medal of Honor Recipient

“David inspires people to discover and understand their potential and what’s uniquely possible for them. He has a very clear understanding of the current market environment and also where the business is heading to prepare you for what lies ahead. David provides a disciplined process that lets you not only have dreams, but realize them. David can make a difference in your business and in your life.”

~Gregory Mech
Former Merril Lynch Managing Director and Market President for Bank of America.

There is a sea of motivational speakers and coaches that flood this industry. David Clemenko is not like the rest. When you meet David, you cannot help but be inspired by his stories, his determination, his attitude and his energy. David’s process challenges the norms in this business. He challenges you to be better at meeting the needs of your clients but truly getting to know your clients. His brand of coaching is more than telling you what you know. David does not just give you ideas, he gives you the tools and the coaching to take the idea from the concept stage to the execution stage. Most coaches and motivators will get you to the concept, but fall short in the execution. David makes you answer the toughest question, “How?” Once you have that answer, he works with you to implement your plan. Meeting David transformed by business into a true “advisory” business – where most advisors will never go.

Randall B. Cohen
Vice President Investments, Merrill Lynch, Charleston, SC

About the Author

David began coaching, training and motivating Financial Advisors for Merrill Lynch in 2006. In the span of four years as the National Marketing Trainer for their Global Wealth Management Division, David traveled to more than 350 Merrill Lynch offices in 43 states. He’s worked with and presented to well over 10,000 Financial Advisors and is considered an expert in helping advisors put structure around marketing and relationship building. His unique techniques for building a marketing plan for prospecting and contact strategy for relationships are simple, strategic and actionable. In 2007, David was honored as one of the inaugural David Brady Award Recipients. This award was created in the honor and name of a beloved Merrill Lynch Financial Advisor who lost his life in the World Trade Center on September 11, 2001. The award is given for going beyond the call of duty for your clients, David’s clients were and continue to be the Advisors. Only eight recipients each year receive this distinguished award throughout the entire Merrill Lynch Company worldwide. Prior to joining Merrill Lynch, David served his country as a United States Marine for eleven years and finished his service as a Drill Instructor making Marines in Parris Island. David is very active in the community by serving on various boards including membership on the Planning and Zoning Boards and as a commissioner for the Parks and Recreation Department. He works with children on the soccer and baseball fields and teaches coaches how to train and motivate children through a three hour seminar offered through Rutgers University. Additionally, David rarely misses the chance to attend an Eagle Court of Honor Ceremony in his town to deliver a leadership speech. David recently created the Veterans Community Alliance, a non-profit 501C3 organization that raises awareness of the sacrifices veterans make through an annual event called “Freehold Township Day, A Concert and Movie in the Park”. This event has become the premier family summer event in the area and draws a crowd of over 2000 people every year. The mission of the event is to raise money to help wounded veterans returning home and transitioning into the civilian world. For his work in the community, David was honored as the Volunteer of the Year for Monmouth County in 2008. David and his wife Andrea live in Freehold, NJ with their four children, Brittany, Michael, Madelynn and Ella and are expecting their 5th child in September 2011.