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Confidence focus Freedom

Customized one-on-one business coaching
For Financial advisors & their teams



 

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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.

Business Team
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 in FALL 2023

Sales Mastery: A TRUSTED PROCESS TO SUCCESS
NOVEMBER 2023

Sales Program - Themes (1080 × 1080 px) (2).png

 

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.

BOOK LAUNCH: MASTERING YOUR MOMENTUM
November 2023

 

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.

masteringyourmomentum.ca

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