Working With Alpha Wealth Management Consulting - FAQs

What can I expect from Alpha Wealth Management Consulting?

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Are deliverables required prior to each session?

To make the best use of our time together, we ask that you prepare in advance for our sessions. We provide guidance and tools for this preparation throughout the program. 

What would be the structure of the program?

Each session is 90 minutes, either virtual using a video meeting or in person. There will be a set number of sessions, depending on the coaching package chosen.

Do you meet individually with financial advisors? 

Yes. We meet with financial advisors and team members, one-on-one and in group settings both virtually and in person.

Are you available for conversations outside of the scheduled meetings?

Yes, ad hoc calls are provided. This will be discussed before the program begins.

How do you hold individual clients and team members accountable?

At the beginning of each session, work from the previous session will be reviewed, and financial advisors and team members will be held accountable for the completion of their action plan.

Are you available once the program ends for ongoing consulting and coaching?

Yes, additional ongoing coaching programs are available.

How would you define success in the program?

We define success as full engagement individually and across the team with ongoing implementation and follow-through of the action plan.

How does billing work?

We send an invoice for each portion of the program fees to be paid up-front on a quarterly billing cycle. The first payment is due prior to the commencement of the program.

What form of payment do you take? 

We accept Mastercard, VISA, Discover, American Express and ACH.

Can I submit program fees through my individual expense account? 

Please confirm with your firm’s accounting department prior to the start of the program to make certain that coaching and consulting fees are eligible for reimbursement through your individual expense accounts.