Confidence focus Freedom

Customized one-on-one business coaching
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.

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About

Services

Practice Management

PRODUCTIVITY COACHING

Leadership & Team

Financial Management

Brand Creation

Marketing & Touchpoints

DIGITAL MARKETING

Business Selling & Acquisition

Technology & security

Operations management

More About Services

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.

I'm Ready for a Complimentary Call

Welcome Mark Farris

Mark Farris is an accomplished investment advisor and portfolio manager in Calgary who transitioned his wealth management business to his business partner in 2022 after a 30 career in the investment industry. Mark has decided that the next step in his career is Business Coaching, helping to guide and empower financials advisors and their teams. His expensive experience and knowledge will serve his advisory clients well.

Welcome to The Personal Coach Mark!

Welcome Emilee Wilson & Rochelle Rae

We are delighted to announce the expansion of our Marketing team with the addition of two talented individuals, Emilee and Rochelle. They have joined forces with Kelly Maxwell to form a dynamic trio that will spearhead our marketing efforts. The Personal Coach Marketing team is poised to take on exciting new initiatives and drive our brand forward. Stay tuned for more updates as we continue to innovate and create!

New Coaching Programs

We have been diligently working on enhancing our coaching program offerings to cater to individuals who prefer a combination of group discussions and personalized one-on-one experiences.

We are excited to introduce these new programs, specifically designed to address the challenges faced by young advisors in prospecting and assist accomplished advisors in maximizing their potential. Stay tuned for more information as we unveil these exciting updates.