SELECT OUR SERVICES FOR:

 

ACCOUNTABILITY

• We hold you accountable for each assignment and action plan to help you stay on track.
• After each coaching session you receive a written summary, along with materials needed to complete your new assignments.

PRIVACY

• Your consulting and coaching sessions do not include other advisors listening in. Each session is solely between you and your consultant.
• The consultant you first agree to work with will be the same person that calls you each week.
• We do not report your progress back to managers within your firm.

REASONABLE BUSINESS AGREEMENT

• We reserve you a call time each week. When time permits, we can reschedule your call to accommodate your needs.
• We make it easy to do business together and bill monthly for our services.

PERSONAL SERVICE

• We take a genuine interest in seeing you succeed.
• When you have a concern, we are available to listen.
• When you need help in other areas, we do our best to provide you with support.

VIRTUAL TEAM MEMBER

• We can act as part of your team, collaborating and sharing ideas on what is working.
• Our objectivity can often be of help to you when you have challenges with other team members.

17 YEARS OF EXPERIENCE CONSULTING FINANCIAL ADVISORS

• We understand your challenges  to retain clients and build new relationships because of our experience working alongside advisors and managers at many of  the major brokerage firms.

30 YEARS OF DIRECT BRANCH & CORPORATE LEVEL EXPERIENCE

• We can better service you and save you time explaining terminology and regulations because we have direct experience working in the financial services industry at the branch, regional and corporate level.