Brett Van Bortel

Brett Van Bortel is Director of Consulting Services, Invesco Global Consulting. Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness, and productivity of financial professionals. As a speaker and consultant, his focus is helping financial professionals in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of financial practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial firms, and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial advisors in addition to individually coaching top-producing teams. Brett is a coauthor of *RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients*, *The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy*, and *Selecting a Coach: 7 Guidelines for Financial Advisors.* He is also a regular contributor to *Financial Advisor* magazine. Source: [Invesco](https://www.invesco.com/us/en/our-people/brett-van-bortel.html)