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25 YEARS OF MOMENTUM

25 Years of Helping Financial Advisors Build Stronger Businesses

It started with a gap, an idea, and the right people around the table. Here's what we've learned from helping advisors build stronger businesses through all of it, and where we think the next 25 years are headed.

THE STORY WE'RE TELLING

Then. Now. Next

THEN

Why Art Schooley founded The Personal Coach, and what advisor businesses looked like in the early days.

NOW

Who we are today

The coaches, clients, and programs that define TPC now, and the relationships that got us here.

NEXT

Where advice is headed

What's changing in this industry, and how we're helping advisors get ready for it.

A FOUNDER INTERVIEW

25 Years With Art Schooley

COMING SOON

Art's Anniversary Interview

Why he started TPC, and what 25 years taught him

We sat down with our founder to talk about why he started TPC, what the industry looked like when he began, the lessons that took the longest to learn, and what he believes separates advisors who build lasting businesses from those who don't.

A CLIENT STORY, 25 YEARS IN

Scot Bolton, GRK

One of our longest-standing client relationships

Scot Bolton of GRK has been a TPC client for a significant part of our 25 years. He sat down with us to talk about what's changed in his business since he started working with TPC, and what's stayed the same.

THIS SPOT IS FOR YOU

Your Growth Story Belongs Here

COMING SOON

Your Interview

Share your story with the TPC team and community.

Chances are, many of the advisors reading your story share the same community, colleagues, and challenges. Your experience could be exactly what someone else needs to hear as they work toward their own next chapter, and we would love to celebrate your wins with you.

Share your story →

A LOOK BACK

25 Years in Three Chapters

THE EARLY YEARS

Twenty-five years of coaching advisors only happens with people who trusted us to be in their corner. To every client who let us into their business, every coach who's carried this work forward, and every partner who's opened a door for us: thank you. We're glad you're here for what's next.

THE GROWTH YEARS

TPC's coaching team grew, and programs like Pipeline to Profit and MasterPlan 360 were built to give advisors practical, repeatable ways to grow.

TODAY

A full coaching team, decades of client relationships, and a track record built one advisor's business at a time.

25 YEARS. 25 LESSONS.

"Structure creates freedom. The advisors who feel the most overwhelmed are rarely the busiest ones. They're usually the ones without a system telling them what to do next."

- The TPC Team, Lesson 1 of 25

EVERYWHERE YOU CAN JOIN US

Ways to Celebrate With Us

Every TPC webinar replay and guide, now in one place.

Momentum Monthly

Subscribe to our newsletter for monthly updates on TPC happenings.

Get In Touch

Share your TPC growth story for a chance to be featured.

THANK YOU

To Every Client, Coach, and Partner

Twenty-five years of coaching advisors only happens with people who trusted us to be in their corner. To every client who let us into their business, every coach who's carried this work forward, and every partner who's opened a door for us: thank you. We're glad you're here for what's next.

Have 25 years of experience in your corner.

If anything above sounds like where your business is right now, we'd be glad to talk it through.

Book A Complimentary Call With a Coach

This is a simple discovery call to understand your goals, challenges, and whether our coaching or programs are a good fit.

Thanks for submitting! We will be connecting with your very soon.

LET'S CREATE BUSINESS MOMENTUM TOGETHER.

Mailing Address:

55 Northfield Drive East, Suite #312
Waterloo, ON N2K 3T6, Canada​

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