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

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 and 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 trained Life Coach, I can help you to:

  • Focus on what you choose that matters most
  • Eliminate tolerations and time wasters
  • Enhance your personal confidence
  • Achieve your personal goals faster
  • Restore your integrity

Management

I believe that being a great boss is one of the best gifts an owner can give others. When you hire right, delegate and trust your team, you’ll have a firm that runs like a Swiss watch. Plus, when you take time off, you won’t find a gigantic pile of things to do when you get back and that you’ve made money, too.

Operations-Admin

Lead your team by:

  • Engaging them as collaborators in your vision
  • Delegating time-consuming tasks
  • Planning for succession
  • Investing in their training
  • Upgrading 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.

Consistency Plus Off & Online Integration

It’s time to focus on integrating off and online marketing to quickly grow your firm – without the stress or overwhelm by:

  • Building trust online by target marketing
  • Determining the 5 best ways to market your firm
  • Attracting the right prospects
  • Creating a marketing calendar and other systems
  • Increasing cash flow

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

Solo Advisor

Solo financial advisors find themselves in a singular situation—pun intended.  There are only so many hours in a day.  Even if you have an assistant, the bulk of the work lands on your capable shoulders.  If you’re in the $150k to $300k revenue range, these courses are for you.  Discover how to add proven best practices to your firm and grow it in a way that reduces overwhelm, increases productivity, and adds the accountability and comradery you might be missing as a solo advisor.  Build a solid foundation by working smarter—avoid common mistakes, succeed faster, and advance confidently towards your grandest vision of your firm.

Tell Me More About Advisor Solo Success

Advisor Lifestyle

If your current goal is to push your firm past the $1 million revenue mark, these courses are for you.  You’ve prospered in your field.  Now it is a question of scalability—reliably repeating your success firm-wide with a systematized approach.  The flagship program, Million-Dollar Mastery, confronts your persistent challenges head-on, rooting out and replacing obstacles with proven processes.  A premier financial advisor 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 created.

Tell Me More About Advisor Lifestyle
Click here to learn more about this program

Advisor Leadership

If your current goal is to push your firm past the $1 million revenue mark, these courses are for you.  You’ve prospered in your field.  Now it is a question of scalability—reliably repeating your success firm-wide with a systematized approach.  The flagship program, Million-Dollar Mastery, confronts your persistent challenges head-on, rooting out and replacing obstacles with proven processes.  A premier financial advisor 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 created.

Tell Me More About Advisor Leadership
Click here to learn more about this program

Private Customized Consultative Coaching

When making money and making a mark both have appeal, these courses are for you.  Whether it’s to create your lasting legacy or achieve a bodacious business goal, you must clarify your goals, clearly communicate your grand vision, and gain buy-in from your team.  Thus, you must be an effective leader.  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 provide a mix of life and business coaching to motivate and monitor the alignment, productivity, and performance of your team.

Tell Me More About Private Coaching

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.

Additional Services Per Program Type

Value-Added Services Private Coaching Advisor Leadership Lifestyle Advisor Solo
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. Yes Topic materials Topic materials Topic materials
Ongoing Private Sessions – Sessions with Maria 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
Recording – 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 to a session for me to look at something you’re working on. Yes Yes Yes Limited to modual completion
Emergency Calls – 5 minute calls when requested. Yes Yes 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 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 – Current in small meetings and depends on travel situations related to Corvid. Yes Yes Yes