About

 

Lawain McNeil is the President and founder of The Advisor Lab, a marketing and social media technology firm focused on helping financial advisors leverage their greatest asset–their client relationships.  He works with independent financial advisors to improve their online business communications utilizing social media tools and technology. He blogs regularly on his blog AdvisorBlogger.

For more information contact Lawain McNeildirectly.

Bio

Lawain’s first experience in sales and marketing began at the age of 4 when he was handing out his dad’s business cards at church (asking parishioners to use his dad’s carpet cleaning business).

Lawain is a twenty (+) year veteran of sales and marketing. Lawain speaks, coaches, blogs, podcasts, writes and creates to help professionals get results. 

Contact Lawain

Lawain is the creator of The Social Media Camp, an online social media training for financial advisors and professionals on how to integrate social media efficiently and effectively in their financial practice. Click here for more information on upcoming dates.

See What Others are Saying…

Lawain McNeil is an impressive, highly intelligent and knowledgable Advisor Coach in this greatly changing industry. He has the skills to assist advisors navigating our challenging markets. When our clients are fearful, skeptical and indecisive, Lawain can help the advisor assure them with professionalism, enthusiasm, and proven research. Lawain’s maturity and confidence will rub off on you. He has been a rudder in dark waters for me.”Kasey Claytor, Financial Advisor and Author of The Seven Laws of Raising Financially Independent Kids.  http://ospreywealthcoaching.com/

“I highly recommend Lawain McNeil. He is energetic and motivated, and always exceeds expectations. He has the experience and expertise needed! He is also very personable, and acts with a high level of integrity.” Ginny McCabe, author and speaker, http://www.gmwriteon.com/

“I highly recommend Lawain. There is not enough space in this section to tell you why. He has been an amazing individual who has helped me big in dreaming, creating, and maintaining my practice. He is just AWESOME!”Richard Reyes, The Financial Quarterbackhttp://thefinancialqb.com/

“Lawain is the ultimate Coach to Advisors. His passion for learning, ability to connect with people, and genuine drive towards his clients’ success sets Lawain apart from the competition. Lawain is a poised, entertaining and informative public speaker and he is funnier than heck! I look to Lawain for investment and economic research, industry trends, business development advice, and professional mentoring. Lawain has also become a dear friend.” Jason ‘Coach Griff’ Griffith, Investor Coach and Fitness Coach,http://www.yournext90days.com/

“My experience with Lawain has been outstanding. Rarely do you find people in the service industry who actually do what they say they’re going to do. Lawain has gone out of his way on many, many occasions to make sure our team has the resources we need to succeed. Without his help, our production would probably be one-half what it is now. It has been his constant support and guidance that has allowed us to excel at what we do. I have had the opportunity to watch Lawain interact within our own group as well as with the many other advisors he coaches. It is truly hard to find someone with as genuine, down to earth character as Lawain - most especially in the financial industry - who continually reaches out to help in any way he can. He’s also a family man who leaves no doubt in your mind where he puts his first priority.” Maureen Verduyn, The Financial Team,http://www.thefinancialteam.com/ 

“I have worked with Lawain for the last 4 years and have been extremely happy with the results. He has gone above and beyond in every imaginable way. He is extremely knowledgeable in the areas of investment management and marketing and has a great ability to communicate that knowledge in a way that is easy to understand and implement. He has a way of relating to and connecting with people that really comes through in his speaking engagements. I would highly recommend Lawain for any engagement.”  Scott Sullivan, Baypoint Financial, http://www.bayptfin.com

“Lawain is a true professional. He takes the time to understand what his client needs are and then delivers creative solutions that produce excellent results. He is a man of great integrity and has tremendous passion for his family, life and his work.”  Jay Dortch, Financial Strategies Group,http://www.fsgweb.com

More About Lawain McNeil

As an Executive Vice President of Sales & Marketing for one of the largest independent Registered Investment Advisory Firms in the United States.  His expertise in advisor training, education and marketing focused on helping financial advisors shift from a commission based practice to a fee only fiduciary practice.  Through his coaching and training, he helped advisors transition and capture over 1 billion dollars in assets under management.  

Speaking

If you are looking for a speaker, please check out the Lawain McNeil Speaker Information page.  Lawain speaks on various topics such as integrating social media in a financial practice, using social media to communicate more effectively with your investor clients, transforming your financial practice from commissions to fees, and much more.

What Lawain Has Done

Listed below are some of the things that Lawain has done:

  • Created and Recorded a Podcast focused on helping, coaching and motivating financial advisors.
  • Blogged focusing on motivating and educating financial professionals to communicate more effectively to their clients.
  • Speaker at countless advisor client events.
  • Speaker at Million Dollar Roundtable Event on the importance of being a Coach to your Clients.
  • Speaker at a Nationally known Real Estate Corporation on Integrating Social Media in Your Business.
  • Created, Developed and Launched a Social Media Marketing strategy for financial advisors.
  • Created, Developed and Launched a daily video podcast
  • Created, Developed and Launched association marketing programs for financial advisors.
  • Coached financial advisors on how to manage and grow their financial practice.
  • Graduate of the Center of Fiduciary Studies Accredited Investment Fiduciary Program.
  • Expert on the Sandler Selling System and how to integrate it into the sales and marketing process.
  • Prior to his financial coaching career, Lawain was a top level sales executive in digital printing and design.

Other Stuff

Lawain is a Bookworm, Connector and Technophile.

Charles Ellis, Author with Lawain McNeil

Lawain McNeil with Burton Malkiel, Author & Academic, Random Walk Down Wall Street