SERVICES

We offer three structured programs for financial advisors and one structured program for branch managers.

Building a World Class Wealth Management Business

Building a World Class Wealth Management Business is a program consisting of 24 (90-minute) individual and team coaching sessions per year, conducted virtually and in person. During the program, we will cover the following topics:

  • Analyzing and Evaluating the Business
  • Running the Business
  • Growing the Business
  • Creating an Action Plan of Accountability and Ongoing Engagement

This program is designed for solo financial advisors and teams. This is our most comprehensive offering, designed to create greater productivity and efficiency in all areas of the practice, thereby creating excess capacity for growth.

Preparing for Your Succession

Preparing for Your Succession is a program consisting of 24 (90-minute) individual coaching sessions per year, conducted virtually and in person. During the program, we will cover the following topics: 

  • Getting You and Your Business Prepared for the Succession
  • How to Effectively Join or Form a Team
  • Preparing Your Clients for the Transition
  • Creating an Action Plan of Accountability and Ongoing Engagement

This program is designed for solo financial advisors contemplating retirement within 5 years. This offering prepares financial advisors for the challenges of effectively transitioning their practice.

Preparing Your Team for an Acquisition

Preparing Your Team for an Acquisition is a program consisting of 24 (90-minute) individual and team coaching sessions per year, conducted virtually and in person. During the program, we will cover the following topics:

  • Getting the Team Prepared for the Acquisition
  • Onboarding Your New Teammate
  • Getting to Know the Clients
  • Creating an Action Plan of Accountability and Ongoing Engagement

This program is designed for teams that will be acquiring a practice. This offering is essential to achieving a successful acquisition.

Building and Leading Your Business

Building and Leading Your Business is a program consisting of 24 (90-minute) individual coaching sessions per year, conducted virtually and in person. During the program, we will cover the following topics:

  • Getting to Know Your Team and Your Business
  • Running the Branch
  • Growing the Branch
  • Creating an Action Plan of Accountability and Ongoing Engagement


This program is designed for branch managers that are either new to the branch or tenured branch managers. Now more than ever, branch managers are charged with running and growing multiple locations. This offering will prepare branch managers for the challenges they face in building and leading their business.

Bespoke Consulting and Coaching Programs

In addition to the structured programs we offer, bespoke consulting and coaching services are available. We provide customized consulting and coaching programs based on your needs and the needs of your organization. Pricing will be determined once the program is constructed and the size and scope of the program is finalized.

If you are a financial advisor and you are interested in a coaching program, please complete our Assessment Form so we can deliver a program to meet your needs.