“Coaching is interesting but
results are everything.”
How do you measure the value of having a coach? Results. Improvement. A Serious SHIFT in perspective.
I have been in this industry for 30 years and I love it as much today as my first day of ‘smiling and dialling’ in the mid-1990s. I built my own practice and eventually managed other advisors. I
have always been interested in personal development, innovation, client experience and business.
I sold my financial planning practice in 2003 and started consulting with advisors. I have earned an MBA from Royal Road University and am a Certified Management Consultant. I BELIEVE that your future success will be built on strong and meaningful client relations and the delivery of a meaningful client Experience.
ARE WE A FIT?
Our private consulting services are best suited for advisors with over 100MM in AUM, who have a desire to build a client experience that is remarkable and relevant to those they serve.
All of our work is created custom for you. We only work with a handful of private clients each year and we provide references.
Of course, we have other limited programs for those who are looking for guidance and assistance but who may not require private consulting at this time. We would be happy to talk to you about our other coaching and consulting services.