Solo Financial Advisor Courses to Meet
Your Unique Needs

Solo Financial Advisor wearing too many hats

Solo Advisor

A solo financial advisor finds herself in a singular situation—pun intended.

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.

Solo Financial Advisor Program Overview

Consultative Coaching Calls

  1. Private call to start
  2. Group training calls

Assessments and tools based on course choices are provided.

  1. Book More Clients
  2. Banish Burnout
  3. Change Mindset

  1. Weekly Success Tracker email on Fridays (with group courses only)
  2. Email communication when modules are complete
  3. Access to EYB Inner Circle community

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.

Solo Advisors

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. 

Advisor Lifestyle

If you’re looking for an edge that pushes your firm past the $1 million revenue mark, these courses are for you.
The second part of the program consists of a premier marketing course focused on long-term growth through an influx of ideal clients.

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 your team.  

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.  

Choose the Best Business & Marketing
Coaching Program for Your Financial Firm

This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance  improvements and transformations within their firms.  I will demand the highest levels of performance from you and your team.  If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.

This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance  improvements and transformations within their firms.  I will demand the highest levels of performance from you and your team.  If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.

This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance  improvements and transformations within their firms.  I will demand the highest levels of performance from you and your team.  If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.

This is my most intensive and feature rich coaching program, designed for high performing financial advisors focused on major performance  improvements and transformations within their firms.  I will demand the highest levels of performance from you and your team.  If you’re expanding
operations, adding new services, or transitioning leadership, then this is the right program for you.