Timothy McCormick
Contact RBS to discuss how our programs can increase associate retention, engagement and productivity
- Role
- Managing Partner Chief Operating Officer at Research Based Solutions
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Experience
Managing Partner Chief Operating Officer
Jan 2012 — Present
At Research Based Solutions (RBS), we partner with financial services organizations to improve advisor effectiveness, elevate client engagement, and drive measurable growth. Our flagship proprietary program, AdvisorKey®, is designed to help financial advisors develop the behavioral awareness, adaptability, and coaching support required to deepen client relationships and increase long-term performance.Our clients—ranging from national enterprises to elite advisory teams—use AdvisorKey® to improve advisor-client communication, build trust faster, and align activity with intrinsic motivation and firm goals.Additional Core Programs:CommuniKey® – Strengthening Self and Social AwarenessSalesKey® – Boosting Sales EffectivenessServiceKey® – Enhancing the Client ExperienceCoachVUE® – Improving Coaching Skills Across Life & Business ContextsIn addition to our scalable group programs, RBS-certified coaches deliver targeted one-on-one development engagements, helping advisors and leaders unlock potential through role-specific behavioral insights.Our Mission:To help financial services firms optimize advisor performance and client outcomes by combining behavioral assessments, experiential learning, and frontline coaching.AdvisorKey® and our supporting programs identify key behaviors statistically proven to drive success in advisory roles. We develop these capabilities at both the advisor and manager levels—providing firms with a blueprint for lasting performance gains and stronger internal coaching cultures.
Education
Iowa State University
Industrial Administration
Skills
- Business Planning
- Management Consulting
- Online Marketing
- Leadership
- Strategic Planning
- Strategic Partnerships
- Research
- Sales Process
- Competitive Analysis
- Contract Negotiation
- Selling
- Marketing Communications
- Strategy
- Direct Sales
- Management
- Leadership Development
- Program Management
- Entrepreneurship
- Market Research
- Lead Generation
- Sales
- Account Management
- Training
- New Business Development
- Public Speaking
- Real Estate
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