Coaching & Consulting

Pinpoint the actions that will increase the value, efficiency and joy of running your business. 

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Coaching & Consulting

Whether you're planning to start a new business or evolve an existing one, like developing a client's financial plan, we'll focus on the areas that are relevant to you:

  • Foundation

    • What's working well and ​should be retained?

    • Where are the biggest challenges?

    • Where do you and your business want to be in 1, 5 and 10 years?
       

  • Technology

    • Making the full client/prospect experience easy and enjoyable

    • Creating and documenting repeatable, scalable systems and processes

    • Building a business that thrives, securely, in the virtual world
       

  • Fee & Service Models​

    • Evolving from product- and AUM-centric to client- and coaching-centric advice and planning​

    • Adopting future-proof fee and service models (regulation, technology and client expectations are disrupting the status quo)

    • Transitioning clients to new fee and service models
       

  • Marketing & Branding​

    • Having a modern web presence with appealing graphics and images​

    • Clear and consistent messaging that attracts your ideal clients

    • Leveraging video with clients, prospects and in marketing
       

  • Diversity, Equity and Inclusion​

    • Making sure you have the right ecosystem in place to attract and retain clients and colleagues that span the diversity spectrum (age, gender, race, religion, disability, etc) and that can thrive in an equitable and inclusive environment