Life and Business Coaching Programs for Women Financial Advisors
Women financial advisors – are you torn between hiring a life / business coach OR an operations / marketing consultant to get the support and strategies you need to grow or scale your business? The decision can be difficult.
Luckily, as my client, it’s a decision you don’t have to make! To clarify, you’ll get the experience of an operations consultant (and retail trader) from a Wall Street veteran. In addition, you have the support and tools of a trained life coach. Since starting my business in 1998, I’ve helped Main Street businesses just like yours grow with proven marketing strategies. Incidentally, my clients tell me they’re pleasantly surprised at all the services I provide. Compared to their former business coaches, they get access to more tools, templates, exercises, insightful questions, email access, and research.
Are you ready to revamp your vision of your life, your ideal clients, and your business? Let’s transform your vision into a reality. Customized, consultative coaching does that and more. In short, no matter which program you choose, you get my unique, dual-purpose brand of consultative coaching!
The courses below are for growth and success-minded women financial advisors and financial industry professionals. These programs are available one-on-one, in a group setting, or do-it-yourself (with some help). All are offered in person (when safe) or virtually.
The 3 Ms of Success for
Women Financial Advisors
Mindset
You need strong leadership skills to rise to the top and a strong inner core to survive – and thrive – there. When you accelerate your personal growth, you’ll find yourself living better - with some extra time. You'll be your best self, a better partner in relationships, and grow as a leader.Challenge Your Thoughts
As a Life Coach, I can help you:
- Focus on what matters most
- Eliminate time-wasters
- Enhance your confidence
- Achieve your goals faster
- Restore your integrity
Management
Being a great boss is one of the best gifts an owner can give to her team. When you hire right, delegate, and trust your team, your firm will run like a Swiss watch. Plus, when you take time off, you won’t find a gigantic pile of things to do, and you'll have made money!Operations-Admin
Lead your team successfully:
- Engage them in your vision
- Delegate time-consuming tasks
- Plan for succession
- Invest in their training
- Upgrade your technology
Marketing
It’s common to realize that you’re bogged down in “business-building” activities that keep you busy but don’t seem to help you book more ideal clients, grow your business, or earn more. “Spaghetti Marketing” doesn't work. You need proven, repeatable strategies!Consistency, Off & Online Integration
Quickly grow your firm:
- Build trust with target marketing
- Integrate off/online marketing
- Focus on the 5 best strategies
- Attract the right prospects
- Create a marketing calendar
Consultative Coaching Program for Women Financial Advisors
One-on-One Executive Business
Consultative-Coaching
Are you ready to grow your firm on your own terms? Ready to have a lasting impact on more clients’ lives? At the core of my holistic business growth services is a proven business-building process, customized to scale your business, your way. You’ll get personalized solutions for your challenges and a roadmap to apply in your business to grow faster. You’ll have a kick-butt accountability partner and guide as you walk through the adventures of growing your business and living better.
Unsurpassed support and tools: You’ll get weekly or monthly sessions, which keep you on track and working towards your goals. There’s ongoing email support and access to tons of resources. I will help you create a growth plan to use daily to keep you focused on your goals. I’ll assist you in identifying and nurturing a niche that produces results. Learn more about my business and personal growth services to help you and your business soar.
Structured & Unstructured Groups
Save money on your coaching program while exchanging ideas with other business owners who share your challenges and goals. There’s no reason to feel like you’re running your business alone. Attend a structured program to get more done and be accountable to the group (and me, too). Choose a group to create and market to your niche, design a simple marketing and business plan to keep you focused, or help free yourself from overwhelm by banishing burnout. Or join a mastermind group where attendees receive coaching that helps them take their next steps to success while helping other participants, too.
Advisor Leadership
Leadership programs are customized for advisors who have hired other advisors to be on their team as well as District Mangers and OSJs who are responsible for the growth of their team’s revenue or need to improve the performance of the team (or specific members of their team). These courses are the most customized I offer, ranging from one-to-one confidential sessions to targeted programs for team collaboration. When you’re up to big things, you need specific support and solutions. My programs may provide a mix of life and business coaching to motivate and monitor the alignment, productivity, and performance of your team. Let’s talk and I’ll design a program specific to your goals.
Additional Services Per Program Type
My programs and modules are available for group settings. That includes my niching and business planning / performance programs. Let’s talk about bringing them into your firm, study group, or institution. Some programs are available as “DIY With Some Coaching.”
| Value-Added Services | Private Coaching | Advisor Leadership | Advisor Lifestyle | Solo Advisor |
|---|---|---|---|---|
| Assessments & Tools – Based on the program you’re taking, this can include any combination of 500+ workbooks, exercises, checklists, videos, audios, instructional exercises, and custom tools. | Yes | Topic materials | Topic materials | Topic materials |
| Ongoing Private Sessions – Sessions with me by phone, Skype, video, recorded, or transcribed. | Yes | 60 min. total | 30 min. total | N/A |
| Success Tracker – Weekly accountability form. | Yes | Yes | Yes | N/A |
| Recordings – Calls can be recorded and transcribed. | Clients Choice | All Group Calls | Pre-recorded videos | N/A |
| Email – Unlimited support and contact via email and text. No reason to ever stay stuck or to wait for a session for me to look at something you’re working on. | Yes | Yes | Yes | Limited to module completion |
| Emergency Calls – 5-minute calls when requested. | Yes | Yes | Yes | N/A |
| Accountability App – Receive mobile and web-based access to my app for accountability, efficiency, and celebrating. It’s one place for scheduling, billing, task management, file sharing, online forms and worksheets, session notes, and more. | Yes | Yes | Yes | Possible |
| EYB Inner Circle – Receive a password to a private online community. Ask questions which I and others may answer. Share your experiences, too. | Yes | Yes | Yes | Yes |
| Group Sessions – Depends on the program and customization. | ||||
| In-Person Events – Currently in small meetings and depends on travel situations related to Covid. | Yes | Yes | Yes |
Choose the Best Business & Marketing
Coaching Program for Your Financial Firm
This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance improvements and transformations within their firms. I will demand the highest levels of performance from you and your team. If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.
This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance improvements and transformations within their firms. I will demand the highest levels of performance from you and your team. If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.
This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance improvements and transformations within their firms. I will demand the highest levels of performance from you and your team. If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.
This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance improvements and transformations within their firms. I will demand the highest levels of performance from you and your team. If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.
Choose the Best Coaching Program for Financial Advisors Like You
Each stage in a financial advisor’s business brings new challenges and breakthroughs. You need a sounding board and proven best practices to take your firm to the next level. The combination of business and life coaching in each of my programs meets you where you are and helps you achieve your best business and life.
Private 1:1 Programs
Achieve extraordinary results in business and life. We meet 1:1 for a time frame that best suits your situation.My private coaching programs help you stay on track and meet your goals. Get customized consultative-coaching in one of 101 life or business areas I’ve helped clients with in the past.
Advisor Lifestyle
If you’re looking for an edge that pushes your firm past the $1 million revenue mark, these courses are for you.