Consultative-Coaching Programs
Success follows commitment and action.
Do you have the desire and need to take your business and life to the next level? My coaching clients deserve, and get, customized programs that cover both business methods and personal growth. When it comes to making changes — in business or life — hesitation is common. I’ll be here to guide you as your sounding board, cheerleader, and accountability partner and give you an outside perspective for developing effective strategies. I’ll help you navigate through obstacles, challenges, and blind spots–and keep you authentic and moving forward to reach your goals more quickly. And you’ll receive numerous resources, collaborative experiences, step-by-step processes, the support you need, and powerful guidance to elevate your thinking and business perspective.
Choose the BEST Consultative Coaching Program for Your Situation
Platinum Program
This is my most intensive and feature-rich coaching program. It’s designed for high-performing entrepreneurial financial advisors focused on major performance improvements in their firms. As your coach, I’ll request the highest levels of performance from you and your team. If you’re expanding operations, launching new services, hiring more team members, or transitioning leadership, this is the right program for you.
Gold Program
This program is designed for owners of growing firms determined to accelerate their company’s performance and maximize growth and profitability. Do you need to significantly grow revenues, develop an amazing team, and improve your lifestyle in the next few years? If so, this program empowers you to get those result$.
Silver Program
This is a program for a newer business owner who has a small team and a few operational systems. In other words, you know you have some real work to do to reach your firm’s true potential. You’re no longer flying solo; it’s time to grow your skills as a business owner, marketer, and operations leader. This coaching program can make that happen quickly.
Bronze Program
This program is for seasoned entrepreneurial advisors who have successfully completed 2 years of coaching and need a maintenance program for ongoing advisory services. This program may also be appropriate for a start-up that has less than 3 team members and whose owner wants to do things right the first time by developing the mindset, management, and marketing systems necessary to support organic growth.
Mastermind Program
This program is for seasoned entrepreneurs who have successfully completed 2 to 3 years of coaching and who need a maintenance program for ongoing board-level advisory services. This program may be appropriate for a start-up business that has less than 3 team members and that wants to do things right the first time by developing the marketing, sales, team, and systems necessary to support growth. Starts January 2023