Coleman Webb, CPFA™, CFP®

Coleman Webb approaches his own career precisely the way he helps clients – with a purpose-driven plan. “I truly feel that our industry is changing at a very rapid pace. Investment management is becoming a commodity and is no longer the driving force behind selecting a financial advisor. What separates a good financial advisor from the average is the way in which they incorporate clients’ values, family dynamics, net worth, and tax situation into their plans.”

A financial professional since 2010, Coleman is a CPFA™ (Certified Plan Fiduciary Advisor) and a CFP® (Certified Financial Planner™) certificant but, ultimately, realized that he needed to deepen his knowledge and expertise in order to serve a wider range of clients. He knew that the CPWA® (Certified Private Wealth Advisor®) program could provide the skills he’d need to help him attract high- and ultra-high-net worth clients. “The CPWA® education will help me develop the skill set and expertise to work with anyone along the wealth management continuum. My goal is to have a specialized practice in which I can help affluent clients navigate the complexities of financial and estate planning, including transitioning or monetizing their businesses.”

As a Raymond James advisor, Coleman knew that the firm would provide him some financial support for an advanced certification but would not cover the entire cost. Receiving a scholarship from the Investments & Wealth Institute made a huge difference for him and his family. His advice to others: “Don’t be afraid to submit an application for scholarship, because you never know what will come from it. I submitted one not knowing if I’d qualify, and I did. There is no downside from it. Words can’t describe how grateful I am.”

Leveraging his advanced credentials, he lets high-net-worth prospects know that he can add value by addressing the increased complexity of their situations. “Give your prospects permission to leave their existing advisory team. Don’t be afraid to highlight areas of their financial lives that require more specialized expertise beyond just investment management. They will appreciate this and working with you will become a pull rather than a push.”