For Female Financial Advisors
One-on-One Executive Business Consultative-Coaching
Are you ready to grow your firm on your own terms?
You’ve grown your firm as far as you can on your own. Now it’s time confront the challenges to more growth and scalability head on. Our 1:1 program is about rooting out and replacing obstacles with proven growth processes. Get personalized solutions and a growth roadmap to apply in your business to grow faster. I will help you create a growth plan you’ll use daily to keep you focused and provide you with unsurpassed support/tools. A premier financial professional marketing course constitutes the other half of the program, focused on long-term growth through an influx of ideal clients. You’ll discover how an Advisor-CEO mindset frees you to enjoy the lifestyle you’ve always wanted.
Program Overview
Choose 1 of these 3 Plans*
PLATINUM |
GOLD |
SILVER |
|
|---|---|---|---|
| Calls | 180 minutes per month. Choose 1, 2, or 3 calls. | 90 minutes per month. Choose 1 or 2 calls. | 2 per month, 25 min each. |
| Daily Access and Accountability | Mon – Fri by messenger, text, email, short 5-minute call, or online accountability system. Sat. through the online accountability system. | Mon – Fri by messenger, text, email, short 5-minute call, or online accountability system. | Mon – Fri by messenger, text, or online accountability system. I will respond within 24 hours, after Platinum and Gold program clients. |
| Weekly Success Tracker | Recap wins, issues, and places you’re stuck. Get my feedback. | Recap wins, issues, and places you’re stuck. Get feedback. | Recap wins, issues, and places you’re stuck. Get feedback. |
| Business Growth Planner | 2- to 3-day Business and Marketing Plan Intensive. Your 12-month plan will be complete and ready to use. | Complete a draft online. We’ll refine it during a 2-hour call and then at regular calls. | Complete a draft online. We’ll refine it during your regular call. |
| Accountability Audit | Submit what you are working on for feedback any time. | Submit what you are working on for feedback any time. | Submit one topic you are working on for feedback each week. |
| Quarterly 90-Day Action Plan Call | Via text, email, video, or online accountability system. | Via text, email, video, or online accountability system. | Via email or online accountability system. |
| Quarterly Personal Development | Focus on one or more personal improvement areas. | Focus on one or two personal improvement areas. | Focus on one personal improvement area. |
| Investment Per Month | $2997 first month, then $1997 per month |
$1997 first month, then $977 per month |
$997 first month, then $697 per month |
*Minimum commitment is 3 months. Prefer to create a plan based on your budget, time frame, and tailor the services included? Let’s talk and I’ll customize a plan suited for you. There is a one-time registration fee assessed only in the first month. Continue as long as you are getting results at the same monthly price indicated above.
What Will Be Happening?
Let’s talk about the Platinum Plan. *In the first month, you’ll have an intro call, we’ll look at ways to save you time, I’ll review your marketing materials, review your challenges, opportunities, and create your 1 year, 5 year, and exit business vision.
By the end of the second month, you’ll have your business and marketing plan done and ready to use.
With the third month, we’ll have calls to discuss current challenges, areas you noticed need improvement, monitor and tweak your plan where it needs adjusting, deal with issues that come up, get feedback and insights from me and move forward.
Every 4 months, we’ll update/adjust your yearly business and marketing plan and if you’d like, turn it into the next 90-day quick plan.
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 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.
Group Programs
Group and DIY programs for advisors with revenues under $300K. Work at your own pace with guidance from a Wall Street veteran.Build a solid foundation with proven best practices and work smarter—avoid common mistakes, succeed faster, and advance confidently towards your grandest vision of your firm as you work with and learn from other business owners.
Advisor Leadership
Create your lasting legacy or achieve a bodacious business goal, and gain buy-in from your team.My programs provide a mix of life and business coaching to motivate and monitor the alignment, productivity, and performance of you as a leader, your firm and team.
DIY
If you’re looking for an edge that pushes your firm past the $1 million revenue mark, these courses are for you.In 2022, I’m updating my 3 main programs on planning for more success, booking more clients, and banishing burnout. DIY programs will be available that contain some level of consultative-coaching and online group support.