1:1 Practice Management Coaching
Tailored to leaders who have committed to a career in wealth management operations and are ready for their next phase of growth. These 1:1 coaching engagements will dive deep into the operations and nuisances of your business and help you self-discover what needs to happen to achieve your firm’s vision.
Your Coaching,
Your Way
We will identify your key coaching objectives up-front and create a personalized plan to address each objective with intentionality.
You will remain in the driver’s seat and can change direction on our objectives as needed!
Logistics of Engagement
Initial Factfinder completion.
60-minute, monthly virtual meetings.
3-, 6-, or 12-month engagements.
$300-350 per month.
Sample Monthly Focuses
Vision and/or Culture Refinement
Service Model Evaluation
Team and/or Leadership Development
Business Owner Mindset