COACHING PROGRAMS
Our results driven coaching programs are focused on growth and profitability designed to grow and elevate your financial advisory capacity.
CORE COACHING IS FOR:
Financial Advisor who offers Financial Planning and Investment Management.
$500K- $1M in revenue.
Minimum $25 Million in AUM.
Minimum of 1 hour per week to work on implementation and growth of your business.
Desire to grow more than 30% in a year.
POWER COACHING
Power coaching is specifically designed for financial professionals operating within a revenue range of $1 million to $3 million. It is ideal for those with a strong aspiration to achieve growth by strategically optimizing client opportunities, attracting more ideal clients, and advancing their path toward successful mergers and acquisitions.
POWER COACHING IS FOR:
Financial Advisor who offers Financial Planning and Investment Management.
$1 - $3 Million in revenue.
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Minimum of 1 hour per week to work on implementation and growth of your business.
Desire to grow more than 30% in a year.
PREMIER COACHING
Premier Coaching is for top-tier financial advisors with a proven track record of generating annual revenues exceeding $3 million. Our program is dedicated to helping advisors who are passionate about optimizing client opportunities, expanding their ideal client portfolio, and successfully implementing merger and acquisition strategies for long-term growth and increased profitability.
PREMIER COACHING IS FOR:
Financial Advisor who offers Financial Planning and Investment Management.
$3 Million minimum in revenue.
Minimum of 1 hour per week to work on implementation and growth of your business.
Desire to grow more than 30% in a year.