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Customized One-on-One Business Coaching for Financial Advisors

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    Generate Momentum

BUSINESSCOACHING

 

 

Whether you are focused on:

  • Growing your Revenue
  • Building your Business
  • or Monetizing

We help advisors in all stages of business. We come to your office to fully experience your business and your people.

 

 

START TO EXPLORE TODAY

START TO EXPLORE TODAY WITH A

COMPLIMENTARY CONSULTATION

 

 

 

 
 

MEETYOURTEAM

 

The Personal Coach team understands what advisors and their teams are experiencing. Our energetic team takes a fresh collaborative approach, pulling in the expertise of one another, while continually focusing on driving you and your business forward. Get to know us!

 

 

 

 
 

BRANDCOACHING

 

MasterPoint

 

 

 

We understand each advisor’s business is unique and their brand must reflect their originality. Our customized brand program, MasterPointTM, is a proven process designed specifically for financial advisors.

 

 

 

 

FREQUENTLYASKEDQUESTIONS

 

Have a question? Many advisors are not entirely clear on what
a business coach actually provides and how it will help them,
their team and their business.

 

Here are a few common questions.

How do you coach? Answer

What makes you different? Answer

Why should I do business with you? Answer

See more FAQs

 

 

 

LATESTNEWS

Full Archive – Coaching Centre

 
Insights and E-Newsletter

 

Using Everything Disc® Workplace to Create Business Momentum 

 

Team Building Ideas

 

Are you a Finder, Minder, or Grinder?

 

Smart Hiring for Advisors

 

Thinking of Acquiring a Book of Business or Selling?

 

More

Upcoming Presentations

 

Markham Financial Planners Forum & Webcast

Mergers & Aquisitions: Building Your Successful Roadmap

Afsar Shah, Business & Regulatory Coach

Tuesday, June 11, 2019 9:45am

 

Advocis Peel Halton

Business Building Session

April-Lynn Levitt, Business Coach

Thursday, Sept 12, 2019 6:00pm

 

Our Next Workshop
 

TPC Generator Workshop

Wednesday, Nov 20, 2019

A workshop for growing advisors who want to scale their business, double their revenue and achieve time and money freedom.

Location TBD

 

 

NEWSLETTER

Momentum Newsletter

Welcome to the
MOMENTUM NEWSLETTER
Business Ideas for Advisors

 

Latest Newsletter Summer 2019:

Right-Sizing Your Business, Hiring, Acquisitions