GET YOUR FREE BUSINESS PLANNER FOR FINANCIAL ADVISORS
What We Help Advisors Do
Grow & Scale their Practice
Implement strategies to increase revenue and efficiency.
Build A Confident Team
Strengthen leadership, communication and operations.
Plan for the Future
Develop exit, succession and contingency plans for
lasting impact.
Create Client-Centric Growth
Attract and retain ideal clients with proven systems.
Recharge Your Business
As a financial advisor, your career evolves through many stages, from scaling your revenue to building on your success to planning your eventual transition or succession.
Wherever you are on that journey, The Personal Coach (TPC) is here to help you achieve clarity, momentum, and measurable growth. Our coaching is designed to support advisors and their teams in creating businesses that deliver three lasting outcomes: confidence, focus, and freedom.
Whether you want to expand your client base, strengthen your team, or prepare for the next chapter, we bring the expertise and perspective to help you take your business, and your life, to the next level.
Our Beliefs Drive Your Success
1. Advisors ahead of the curve will be the most successful.
Staying proactive and adaptable positions you as a leader in a changing industry.
2. The most important agenda is the advisor’s agenda.
Your goals and vision always guide the coaching process.
3. This can be a lonely business.
We provide support, perspective, and accountability so you never have to go it alone.
4. Many advisors don't run their business like a business.
We help you build structure, systems, and a clear strategy for growth.
5. A collaborative team approach is most effective.
Our coaches work together to bring you the right expertise at the right time.
6. Process and structure give you freedom.
When your business runs smoothly, you gain time and peace of mind.
7. Ideas are a dime a dozen.
Success comes from execution, not just inspiration.
8. You need to have fun!
Your business should be rewarding and enjoyable, not just another source of stress.
Are You Coachable?
We tell clients what they need to hear, not just what they want to hear.
Every successful advisory practice is built on a willingness to learn, adapt, and grow. Our Coachability Scorecard is a quick assessment designed to help financial advisors better understand how they approach feedback, change, accountability, and professional development.
Whether you're focused on growing your client base, building a stronger team, improving your processes, or preparing for your next stage of growth, this scorecard provides valuable insight into the habits and mindset that support long-term success.
Complete the assessment to discover your coachability score and identify opportunities to accelerate your growth as a financial advisor and business owner.
Trusted by Leading Organizations
Have Us Speak At Your Event
Looking for an engaging speaker for your next conference, advisor event, webinar, or professional development program? The Personal Coach's team of experienced speakers delivers practical insights on financial advisor coaching, practice management, leadership, team development, succession planning, and business growth. Explore our Speaker's Kit to discover keynote presentations, workshop topics, and featured sessions, including Allyson Lee's acclaimed keynote, Master Your Mindset.
Our Blog
Reading Our Book is a
Great First Step!
*bulk discounts available to supply for events
Written by business coaches for financial advisors
Get valuable insights for advisors at all stages of their business journey. Close the gaps in the 15 Critical Areas of your financial advisory business to achieve confidence, focus and freedom.
CE Credits
April-Lynn Levitt and Kelly Maxwell have contributed to the latest bundle offered by CE-credits.ca for financial advisors and planners, titled "Building Strong Client Connections With Your Brand."
Earn 15 credits by watching this webcast from the convenience of your home or office on any device that can access YouTube.
