There are many ways you can grow.
You don’t need many things, you need the right things.
One-on-One Consulting
Project-Based Engagement
Ideal if you have clear goals you need a strategy to accomplish them.
Typical engagement length: Varies on the scope of the project.
Sample deliverable: A customized 20+ page Growth Business Plan, a roadmap to your growth goals. Common projects include the development of ideal client profiles, sales process, value messaging, client service model development, referral strategy, implementation plan, and metrics to measure.
The process: Deep-dive discovery into you and your business, develop your plan, review, and implementation check-ins monthly.
Right if: You don't know where to start, have multiple goals, want a holistic and aligned business plan, and are ready for a big change.
Retainer Engagement
Ideal if your goals and business are quickly evolving and you need a strategic advisor to help navigate.
Typical engagement length: Ongoing, a minimum of 3 months
Sample deliverable: A customized Partnership Plan, a dynamic strategy document to stay focused, take action and make the most of our time together.
The process: Deep-dive discovery into you and your business, monthly and ad-hoc contact to review and strategize through your important business decisions.
Right if: You feel overwhelmed at the speed of change in your business and want an outside, expert perspective to help inform your decisions and actions.
High-Performance Coaching
One-on-One High-Performance Coaching
Ideal if you (or your team) want to gain more engagement, joy and confidence to consistently take action toward your goals.
Engagement length: 3 months, 12-weekly sessions
The process: A weekly, 60-minute call and homework based on the High-Performance Institute’s proven, science-based process.
Impact: Gain (or regain) the clarity, energy, and confidence to take the next best actions toward your goals. Develop the habits and mindset necessary to support a successful, healthy, full-charged life professionally and personally.
Workshops
Financial Advisors
Group coaching and consulting programs for financial advisors. An interactive and cost-effective way to jumpstart your growth.
Typical engagement: Five live sessions, 75-minutes each with accountability assignments. By the end of each workshop, you will have a playbook for progress.
The experience: A curated small-group experience. Sessions are interactive and include education, peer-sharing and Q&A.
The workshops:
Build Your Growth Plan
Step-by-step build and start to implement a growth plan for your business using a proven process, tools and templates.
Convert
Increase your others-focused sales acumen and implement development best practices in your advisory business. No pushy sales tactics here.
Unstoppable
Become a high-performer to increase your engagement, joy and confidence, and avoid burnout through all business and market cycles.
View the workshop curriculum.
Right if: You are a time or resource-strapped financial advisor looking for a catalyst for growth.
Customized Growth Workshops
Value-add professional development for financial advisor groups, advisory firms, asset managers, and financial service businesses.
The experience: Interactive virtual or live session.
Deliverables: 1+ hour sessions, customized to your team’s goals and resources.
Topics: Customized to your needs. Sample topics include: How to Be (and Stay) Relevant, Sustainable High-Performance, Consultative Sales Skills.
Right if: You’re looking for professional development and value add for your prospects, clients or team.
Cost: Varies based on the size and format of the group.