CPA', CFP', and Insurance Providers Find Success with Blue Coast Financial

Posted on July 10, 2007 by

Blue Coast Financial Group has a portfolio of 15 business-to-business financial services geared to curtail the bottom line expenses of companies and make them more profitable. With services like Worker’s Compensation Insurance Review and Recovery, Equipment Leasing, Tax Review and Recovery, Financial Funding and Factoring, and Energy Deregulation Programs, Blue Coast has something that can benefit virtually every company.

“What we have found,” says Shawn Hull, founder of Blue Coast, “is that every company can benefit from at least one of our services and most companies can benefit from 5 or more. Our Advisors are there to consult with the clients, looking at their operation to see where we can make the largest difference in their bottom line and then providing a solution. That is the true nature of consulting, and consulting is exactly what we do. Their understanding of the clients’ needs will dictate which services should be offered to that client.”

“With CPA’s, CFP’s, and Insurance Providers already having relationships in place, we have found that our program works very well for them to be able to provide additional services to their existing clients, strengthening that relationship. Additionally, as we provide clients and marketing avenues to our advisors, we are opening new doors for them to provide their current services. Many of our advisors come from this type of background and utilize our opportunity as a way to begin transitioning their careers to self-employment as they come closer to retirement age”

Blue Coast provides complete initial and ongoing training to all of their Advisors in a variety of formats including in-person, conference calls, web-based seminars, and even a personal business coach. “We try to provide both thoroughness and flexibility in our training,” says Mr. Hull. “Some people learn better in some formats than others. Some people will market certain services more frequently than others, depending on the needs of their clients. The key is for our Advisors to have what they need as they need it, and in the form that works best for them.” Following the same principles, Blue Coast also provides both a marketing system and a dynamic customer management tool to all of its advisors. Their opportunity involves no cold-calling and they even provide their advisors with clients to get them started.