Consultative Business Coaching Programs
for Women Financial Advisors

Women financial advisors – are you torn between hiring a coach or a 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 because you’ll get the experience of a operations consultant (and retail trader) from a Wall Street veteran plus the support and tools of a trained life coach.  Since starting my business in 1998, I’ve helped Main Street businesses, just like yours, to grow.  My clients tell me they’re pleasantly surprised at all the services I provide as compared to their former business coaches — be it tools, templates, exercises, insightful questions, email access, or research.

Are you ready to realize your vision of what’s possible be it in your life, with your clients, or with your business.   Let’s transform your vision into a reality.  Customized, consultative coaching does that and more.  No matter which program you choose, you get my dual-purpose brand of consultative coaching!

The programs and courses below are for growth and success minded financial industry women.  These consultative coaching programs are available one-on-one,  in a group setting, or do-it-yourself (with some help).   All programs are offered in person (when all is safe) or virtually.

Mindset

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Challenge Your Thought

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Management

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Operations-Admin

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Marketing

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Consistency Off & Online

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Choose The Best Consultative Coaching Program for You
As A Women Financial Advisor

Book More Clients Blueprint

Discard the niching myths that most advisors believe. Do what the 1% of top advisors use to their advantage!

This course is a step-by-step, proven blueprint for:
• nailing the right niche to serve
• profiling your ideal clients
• developing an authentic, automatic marketing system that attracts these clients to your firm and helps you retain them

Nail your niche and develop your ideal client profile.  Then bring what you’ve created into your business management and marketing so you attract more ideal clients to you.

This is an intensive program to help you turbo charge your business and book more ideal clients. It is done 1:1, although we offer a group program, too. This includes topics such as: nailing your niche, define your ideal client, segmenting your client base, mastering client marketing touches, crafting your ideal client cheat sheet, filling your practice with target marketing, and monitoring your efforts.

Best For: Solo Advisors, Small Advisory Firms/Teams

Short/Long-Term Results:

  • Your firm becomes the obvious choice for your target market or niche.
  • You have business and marketing system in place that reliably delivers ideal clients to your firm.
  • You enjoy better, deeper relationships with more clients who you love to serve.

Time: 3-6 Months

Investment:

  • Private: $7.5K inclusive, start any time
  • Group: $497/mo. to $1377. Choose from 3 levels of participation, start January or July
  • Team: $ based on number of your attendees and location. Start any time.
  • DIY With Some Help: TBD

Steps: Let’s Talk, Accept the Challenge, Pay For The Program, Schedule Your First Session, Gain Access To The Program, Get Going

Schedule A Call

Advisor Business Mastery

Here we introduce our signature 12-month consultative-coaching program.  It’s a proven system for getting the results you desire and reaching your business and life goals.  The Advisor-CEO Business Mastery program is a comprehensive system tailored to your needs and designed to scale your business with a systematized approach.

Transform, grow, or realign your business—one step at a time. Whatever your challenges, frustrations, or needs, we’ll uncover the root cause of your challenges, overcome the immediate obstacles, and help you plan for long-term growth. This includes: up to 140 minutes of sessions a month.

Best For:  Small Advisory Firms/Teams

Short/Long-Term Results:

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Time:  6 Months+

Investment: $7.400 / $3,000 upfront

  • Private: $7.5K inclusive, start any time
  • Group: $497/mo. to $1377. Choose from 3 levels of participation, start January or July
  • Team: $ based on number of your attendees and location. Start any time.
  • DIY With Some Help: TBD

Steps: Pay The Deposit,  Schedule Your Sessions, Return the Assessment(s) We Send You, Attend The Session

It’s time to stop flying by the seat of your pants. Help yourself get more focused and help your clients get clear on what you do, what you stand for, and how different you are from the competition.  You’ll create a comprehensive plan for all areas of your business, which will make your life easier and free up more of your time. Together, we’ll walk through the process. The result will be a plan on one page, that you’ll use to run your business.  This includes your plan created in 3 days, a year’s worth of a performance management system, and five months of consultative coaching. (This program is also available to your advisors in a group setting.)

Time:  10-22 hours

Investment:  Part Of Advisor Business Mastery Program or $2,000 to $3,000 on it’s own

Steps: Let’s Talk, Accept the Challenge, Pay For The Program, Schedule Your First Session, Gain Access To The Program, Get Going

Schedule A Call

Banishing Burnout

It’s time to stop flying by the seat of your pants. Help yourself get more focused and help your clients get clear on what you do, what you stand for, and how different you are from the competition.  You’ll create a comprehensive plan for all areas of your business, which will make your life easier and free up more of your time. Together, we’ll walk through the process. The result will be a plan on one page, that you’ll use to run your business.  This includes your plan created in 3 days, a year’s worth of a performance management system, and five months of consultative coaching. (This program is also available to your advisors in a group setting.)

Time:  10-22 hours

Investment:  Part Of Advisor Business Mastery Program or $2,000 to $3,000 on it’s own

Steps: Let’s Talk, Accept the Challenge, Pay For The Program, Schedule Your First Session, Gain Access To The Program, Get Going

Schedule A Call

Fix-It Session

A Fix-It Session is designed to identify the source of your challenge and give you fixes to act upon.   Bring your challenge to the virtual meeting.  We’ll design initial implementation strategies together geared to get you unstuck or moving forward more quickly. Schedule your 60-minute session, which will include more time if it’s needed, a recap email, and a list of your next action steps (or goals if that’s more appropriate).  If you’d like the call taped or taped and transcribed, we can have that done, too.

Time: 1 Hour

Investment:  $500

Steps: Pay For The Session, Schedule Your Session, Return the Assessment(s) We Send You, Attend The Session

Pay Here

CUSTOM CURRICULUM

Facilitated programs tailored to a client’s goals and needs.  Can be 1:1 or group or both.  Maybe in person, virtual or both.  Duration TBD

Not sure which package to choose? No problem! Don’t choose a package. Let’s design your custom package. After all, coaching is all about you and your needs. Together we can discuss why you are exploring our services, what you want to gain, and then we’ll develop a package that is perfect for you.

Time:  TBD

Investment:  $TBD

Steps: Let’s Talk, Decide on A Program, Pay For The Program, Schedule Your First Session, Let’s Get Going

Schedule Now

Our programs and modules are available in a group setting, too.  That includes our 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”, too.  Let’s talk about bringing them into your firm, study group, or institution.

What You Get or Can Ask For

Value-Added ServicesPrivate ServicesGroup SessionsDIY
Assessments & Tools – Based on the program you’re taking, this can include any combination of 500+ workbooks, exercises, checklists, videos, audios, instructional exercises, custom tools.YesTopic materialsTopic materials
Ongoing Private Sessions – Sessions with Maria by phone, Skype, video, recorded, or transcribed.Yes60 min. total30 min. total
Success Tracker – Weekly accountability form.YesYesYes
Recording – Calls can be recorded and transcribed.Clients ChoiceAll Group CallsPre-recorded  videos
Email – Unlimited support and contact via email and text. No reason to ever stay stuck or to wait to a session for me to look at something you’re working on.YesYes
Emergency Calls – 5 minute calls when requested.Yes
Accountability App – Receive mobile and web-based access to our 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
EYB Inner Circle – Receive a password to a private online community.  Ask questions which I and others may answer.  Share your experiences, too.  Coming in 2021.YesYes