Business Coaching For Financial Advisors
One on one coaching will give you:
A defined client experience
client acquisition strategies
Freedom of time
10x thinking
purpose-driven work
Bear Market Readiness
performance accountability
enhanced sales & Marketing
High performing advisors have FOUR KEY SYSTEMS in place. These systems help automate key functions, build brand loyalty and drive growth. This program is for the advisor who wants to quickly transform their business and achieve rapid results.
Leadership &
Mindset
System
Client Experience
System
Wealth
Management
System
Relationship
Marketing
System
HOW BUSINESS COACHING WORKS
6 Week Intensive Program
All new clients start with the 6-week transformative coaching program designed to turn your practice into a self-managing business. To be clear, this is not a Do-It-Yourself program with access to an 'online training program.' We work together on what you want to achieve, build the necessary systems and then we execute together. By the end of this program, you will have the four key systems that every self-managing practice thrives on for success.
$5,000
Monthly Coaching
Advisors who complete the Intensive Program may become a monthly coaching client. Here, you’ll work with Jay 2 to 4 sessions per month to discuss your pipeline, issues that arise in your business and help drive accountability for your growth.