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.