Thomas Fross and Robert Fross cofounded one of the most successful independent financial planning firms in the nation, Fross & Fross Wealth Management. Together, they consistently acquire over $40 million in new assets year after year.
Their success can be attributed to the development and perfection of Seven Traits necessary to attract and maintain the most sought after clients. As accomplished public speakers, they frequently keynote broker-dealer conferences, and have spoken for companies including AXA Equitable, Transamerica Capital Management, CNL, Grubb & Ellis, American Realty Capital, KBS, Jackson National, and others. They have been quoted in numerous publications including The Wall Street Journal and Investment News, and their work has appeared in industry journals including AdvisorOne and Investment Advisor.
Early in 2009, Thomas and Robert cofounded Platinum Advisor Marketing Strategies – a turnkey marketing solution that equips financial advisors with all the tools they need to attract and retain high net-worth clients. Through their speaking, and through Platinum, they have helped thousands of financial advisors build stronger businesses.