Rasheed Haneef

Rasheed brings over 20 years of industry experience, including many years of training and coaching advisors. His involvement in the industry began in 1998, when he became a Financial Advisor with a major investment service organization. Several years later, he managed the development of all advisors at a competitor organization.

Over the years, Rasheed has coached several thousand advisors in building their business, which entails mastering the hard skills of sales as well as the softer skills essential for effective communication. He has designed and facilitated training courses for both developing and experienced advisors. His experience led him to publish a book “Are You a Salesperson or a Business Owner?” which provides the keys to running a successful financial services advisory practice. Licenses he has held in his career include 7, 31, 63, 65, life and health insurance.

Rasheed coaches primarily because he loves the interaction with advisors. He has a lot of experience to offer advisors that will help them succeed in building their business for the long-term. He has first-hand experience as to how misinformation in the development phase can lead to careers in this business being cut short. He coaches because he enjoys the relationships and loves to see the development and ultimate success that can be gained with hard work on both sides of the equation.

His interests are in reading and also writing. His long-time passion has been as a writer and author of blogs and a published book. He also serves as a mentor/coach for a program called “City Start-Up Labs” in Charlotte which develops millennials for success as leaders and entrepreneurs of business.

Rasheed enjoys attending sporting events and spending time with his granddaughter. He also likes to cook and considers himself a “foodie.”

What do Rasheed’s clients say about him?

Rasheed’s clients will first say that they love the communication and relationship that they share. Many have even delved into areas that didn’t pertain to their business, to seek advice. They would note that he listens and that he cares about their success. They would also say that he challenges them to be successful or encourages them when they need that to move forward. Many of his most successful clients contact him at times to thank him for all of the success that they have attained in this business. This also goes back to why he coaches…He loves seeing their success!