Hecklick Consulting

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Hecklick Consulting

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Success

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Referrals

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Referrals

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Advisors

Advisors

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Clients

Clients

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Referrals

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Referrals

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Advisors

Advisors

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Clients

Clients

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Meet Bill

I’m registered with Cetera Advisors LLC, experienced, and have a clean compliance record. I’m a native of Charleroi, PA, with deep roots in the Mon Valley community. I’m a graduate of Charleroi High School and California University of PA.

Family is everything to me, and my wife Katie and I cherish our role as the “cool aunt and uncle” to our 5 nieces and nephews. In my free time, I enjoy reading, music, collecting nostalgia, gaming, and Disney.

If you’re curious about how I can assist you, let’s chat.

Process

Introduction Call

We schedule a quick introduction call (or virtual meeting) to learn more about you, your situaton, and your goals. I’ll tell you about how I work with my clients and you’ll have plenty of time to ask anything you’d like. If it makes sense to move forward, we will schedule a second call to dive a little deeper into how I can help. There is no cost for this introduction call!

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Second Call

On our second call, we will dive deeper into your specific needs and goals. I’ll have lots of questions about your practice, and this is a great time to ask me about anything that’s on your mind. There is no cost for the second call, either!

Custom Solution

I’ll give you a proposal for one of the options below, or we can come up with a custom solution for you and your business.. You can choose what works best for you and we’ll get the (very easy) paperwork completed.

Implementation

Time to get to work! We’ll begin our coaching/consulting process and help you do exactly what you want to do.

Individual Advisor Coaching:

1 x 90-Minute
Consultation

Get one-on-one support on an as-needed basis per session. In-person consultations available in the greater Pittsburg area.

$135/ virtual
$175/ in-person

4 x Weekly
Sessions

One-on-one support
for 4 weeks,
up to 60 minutes
for each weekly call.

$950/ virtual
$1,500/ in-person

12 x Weekly
Sessions

One-on-one support
for 12 weeks,
up to 60 minutes
for each weekly call.

$950/ virtual
$1,500/ in-person

Bank program,
Independent firm,
RIA firm consulting:

Custom pricing based on custom solution.
Contact us for more information.

Have a Question?

Contact me and I’ll get back to you ASAP.

1 + 3 =

The Hecklick Difference

Over the years, I’ve helped a wide range of financial services professionals to build, grow, and sustain the type of practice that they desired.

The entire goal of us working together is to provide you with the processes, tools and knowledge to do exactly what YOU want to do.

Survive

I love working with early-career advisors to help you survive the first few years of this crazy business. We’ll work together to build the foundation necessary to grow and thrive.

Grow

If you’re looking to grow your practice without turning into an “emergency room” advisor, trust me, it can be done! Let’s set the stage to thrive with only the types of clients that you want to serve.

Thrive

Growing your team, giving back to your community, spending more time with loved ones, and leaving a legacy are all different ways you can thrive. Let’s figure out what “thriving” means to you, and let’s go get it!

There is no magical “proven system” to sell you, or a “Secret 10-Step Process” to becoming a million-dollar producer. It doesn’t exist…

The Hecklick Difference

There’s no singular road to success, despite what some people will tell you. That’s why in our process, every step along the way is customized for your business and your needs.

Personalized

Your clients all have different situations, goals, and values, right? My job is to learn YOUR situation, goals and values and help you find the best version of yourself.

10x Strengths

We’ll figure out your strengths and 10x them. We’ll locate your weak spots and help you to either fix them or minimize them.

Who I Work With

INDIVIDUAL ADVISORS/TEAMS (WIREHOUSE, INDEPENDENT, RIA):
  • Service model implementation
  • Call scripts
  • Asset management process
  • Client review process
  • COI relationship management
  • Next-generation strategies
  • Book segmentation
  • Growth strategies
  • Client referral programs
  • Book segmentation
  • Time management
  • Niche development
  • Prospecting methods
  • Exit strategies
  • Revenue planning
  • Marketing strategies
  • Sales process
  • & more…
BANK PROGRAMS
  • New advisor coaching
  • Recruiting consulting
  • Sales process refinement
  • Branch staff training
  • Branch best practices
  • Partner training
  • Program strategy consulting
  • “Tier 2” program consulting
  • Junior advisor strategies
BANK ADVISORS
  • Branch relationships & referrals
  • Partner relationships & referrals
  • Client referral programs
  • Service model implementation
  • Asset management process
  • COI relationship management
  • Territory management
  • Prospecting methods
  • Growth strategies
  • Revenue planning
  • Niche development
  • Marketing strategies
  • Book segmentation
  • Call scripts
  • Client review process
  • Time management
  • Sales process
  • Next-generation planning
INDEPENDENT/ RIA FIRMS
  • New advisor coaching
  • Process development
  • Growth strategies
  • Marketing strategies
  • Process implementation
  • Sales process
  • Recruiting consulting
  • & more…
INDIVIDUAL ADVISORS/TEAMS (WIREHOUSE, INDEPENDENT, RIA):
  • Service model implementation
  • Call scripts
  • Asset management process
  • Client review process
  • COI relationship management
  • Next-generation strategies
  • Book segmentation
  • Growth strategies
  • Client referral programs
  • Book segmentation
  • Time management
  • Niche development
  • Prospecting methods
  • Exit strategies
  • Revenue planning
  • Marketing strategies
  • Sales process
  • & more…
BANK PROGRAMS
  • New advisor coaching
  • Recruiting consulting
  • Sales process refinement
  • Branch staff training
  • Branch best practices
  • Partner training
  • Program strategy consulting
  • “Tier 2” program consulting
  • Junior advisor strategies
BANK ADVISORS
  • Branch relationships & referrals
  • Partner relationships & referrals
  • Client referral programs
  • Service model implementation
  • Asset management process
  • COI relationship management
  • Territory management
  • Prospecting methods
  • Growth strategies
  • Revenue planning
  • Niche development
  • Marketing strategies
  • Book segmentation
  • Call scripts
  • Client review process
  • Time management
  • Sales process
  • Next-generation planning
INDEPENDENT/ RIA FIRMS
  • New advisor coaching
  • Process development
  • Growth strategies
  • Marketing strategies
  • Process implementation
  • Sales process
  • Recruiting consulting
  • & more…

From the Blog

My Story

I left a wonderful position as an advisor in a community bank and went down the independent route so that I could do what I’ve always wanted to do – help other advisors get to where they wanted to go.

Yes, you read that right. I still have my own independent practice (Speer Street Financial).

No, I’m not concerned about competition. There are more people out there that need our help than we’ll ever be able to collectively serve as advisors. Having an abundance mentality will change your life.

More about me…

Family

Married to Katie – my best friend, and the greatest woman in history (she has to be if she deals with me).

Uncle to 5 hilarious, kind, and loving nieces and nephews

Hobbies

A lot of people know me as “the Disney guy” – I’ve been to Disney World over 25 times and I’d go there for every single vacation but I’d probably end up divorced

I have a pretty cool collection of 80s & 90s nostalgia – video games, toys, VHS, sports cards, and wrestling memorabilia

I’ve guided brand-new advisors to build 400k practices in their first 3 years.

I’ve helped senior advisors serve their clients better than they’ve ever imagined while spending more time with their family than they ever imagined. I’ve helped firms to implement new programs and grow beyond anything they forecasted.

We only have one shot at life, and we have no idea how long we’ll be here. I do this because I enjoy it. I do this because I believe that some things in life mean more than scaling my business. I do this because I want to help people become the best version of themselves…

I’ve guided brand-new advisors to build 400k practices in their first 3 years.

I’ve helped senior advisors serve their clients better than they’ve ever imagined while spending more time with their family than they ever imagined. I’ve helped firms to implement new programs and grow beyond anything they forecasted.

We only have one shot at life, and we have no idea how long we’ll be here. I do this because I enjoy it. I do this because I believe that some things in life mean more than scaling my business. I do this because I want to help people become the best version of themselves…

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