Coaching & Consulting

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

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Half-Day Operations & Innovation Audit

Through our half-day virtual Operations & Innovation Audit, we'll take a deep dive into four key areas. 


Following the audit, we'll present your Operations & Innovation Scorecard with detailed actions, recommended timelines and priorities.


This Scorecard serves as your roadmap to increase your business value and build your legacy.


Implementation and accountability can be added to ensure success and execution.  

Your Growth / Exit Strategy

As the business owner(s), determine your ultimate goals for your business and how well you're positioned for desired growth, succession planning or an upcoming sale. 

Fee and Service Models

Between regulatory and technological changes, the world is increasingly evolving beyond just commissions and AUM fees. And clear service tiers, a coaching-centric approach and scalable and repeatable processes help maintain quality and maximize profitability. 

Technology: Internal and Client Facing 

Technology is an essential part of running a valuable, scalable financial advice business. We'll look at what technology is in place, if it integrates, if it's being fully utilized and where gaps exist for your team and your clients.

Diversity and NextGen Clients and Employees

Financial advice and financial planning are not just for late-career wealthy clients. You can joyfully and profitably serve more diverse clients. And diverse, inclusive and equitable teams consistently outperform and have greater profitability. 

Ad-hoc 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