Practice Management Coaching
With a background in running a large financial planning team, Gray and Josie have spent years establishing a deep understanding of how to grow the systems and the people to achieve long-term sustainable growth in the financial services industry. Their specialty lies in the practice management space and they support teams by engaging in small-group & 1:1 capacities. Practice management includes everything from the operational processes and organizational structure, to team member development and forecasting for profitability.
Catalyst Small Group Series
A marriage of the traditional study group, two-day workshop, and individualized coaching. Together, 3-5 industry peers will dive deep into specific topics and identify clear, actionable next steps.
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1:1 Customized Coaching
With a tailored focus on the nuisances of your business, we will identify key coaching objectives and create a personalized plan to address each with intentionality.
Catalyst Small Group
Development Series
We've all attended study groups or in-person seminars that left us energized and inspired, filled with invaluable insights and actionable strategies. Yet, when we return to our businesses, the challenge remains—where do we start, and how do we engage our team to implement these powerful takeaways?
The Catalyst Series bridges this gap. In small, committed groups of 3-5 industry peers, we go beyond ideas to execution—peeling back layers of opportunity and driving real implementation within your unique context. Through honest conversation and shared feedback, we create momentum for putting ideas into action - immediately.
Catalyst: Ascend
From Independent
to Autonomous.
For solo advisors ready to scale beyond themselves. Ascend focuses on building the brand, team, and operational structure that allows your firm to thrive — so your business runs smoothly whether you’re in the office or not.
Catalyst: Fusion
Unify Your Firm.
Elevate Your Impact.
For ensemble firms looking to create a seamless, high-performing team under one brand. Fusion helps you build a culture of collaboration, streamline operations, and maintain service excellence—turning a collection of advisors into a truly unified firm.
Catalyst: Known
Turn Your Client Experience into
Your Biggest Growth Engine.
For firms that want to build a referable brand. This group focuses on crafting an intentional client experience, refining your messaging, and strengthening every touchpoint—so your brand becomes known, memorable, and naturally attracts referrals.