Succession Planning: The #1 Question Advisors Ask Me
When it comes to Succession planning, one of the most frequently asked questions by financial advisors is, very simply: Where Do I Start?...
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Confidence focus Freedom
Customized business coaching & PROGRAMS
For Financial advisors & their teams
RECHARGE YOUR BUSINESS
As a financial advisor, you may feel like you have hit a plateau, or even a brick wall at some point in your career.
Whether you are an advisor growing your revenue, building your business or looking to monetize it, there are two possible options at a plateau - recharge your business and make changes or, experience a decline.
At The Personal Coach, we help our clients recharge their business momentum. Our mission is for advisors and their teams to ultimately experience three outcomes - confidence, focus and freedom to achieve an extraordinary business and life.
About
EXPLORE
We begin by taking you through The Velocity Indicator questionnaire which helps you assess the 15 critical areas of your business - which areas are a priority for you and how you are handling each area. This will provide us with a starting point and direction for discussion during your Complimentary Consultation.
Integrated Approach
When working with The Personal Coach, advisors and their teams will have a lead business coach who may pull in the expertise of other coaches to support their process. We have coaches who specialize in human resources, branding, marketing, business acquisitions and technology to name a few.
What's new
Sales Mastery: A TRUSTED PROCESS TO SUCCESS
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A transformative program for advisors to discover their selling potential.
A TRUSTED PROCESS TO SUCCESS
This 12-week sales program is designed for advisors who are eager to generate revenue and onboard new clients effectively.
#1 BEST Selling BOOK: MASTERING YOUR MOMENTUM
A Book Written by
Business Coaches
For Financial Advisors
MASTERING YOUR MOMENTUM
Close the Gaps in 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus, and Freedom.
Welcome Allyson Lee
KeYNOTE SPEAKER & BUSINESS COACH
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