If you’re looking to optimize your consulting services as a financial advisor , you’re in the right place. We get it—running a financial advisory practice isn’t just about crunching numbers or picking funds. It’s about building trust, streamlining operations, and scaling your business without burning out. But how do you get there? How do you make sure your consulting services truly serve your clients and your bottom line? Let’s dive into some practical strategies that can he

Objections are not resistance. They are information. In this article, Lisa Mohammed shares what financial advisors often get wrong about objections like “I need to think about it,” and how a consultative sales approach helps you respond with curiosity, build trust, and move prospects forward with clarity. Learn how to handle objections confidently and strengthen your sales conversations.

This year taught us that success comes from being personal, consistent and relationship-driven.

Systems are what turn effort into endurance. They give you back your time, your energy and your ability to lead. Take a step back. Reassess. And start building the structure that will carry your practice, and your legacy, onto the next chapter.

Before founding the Personal Coach in 2001, Art Schooley was the legendary manager of FC  the Manulife branch in Kitchener-Waterloo.  Art is legendary for his sales results and, more importantly, his focus on surrounding himself with smart people and mentoring them to success.  Here are Art’s leadership principles from an email he wrote several years ago, with minor edits only. As you know, one of my first points was hiring smart people.  Hire people who are smarter than you

Top Strategies for Financial Advisors to Achieve a Growth Mindset.

By Charlene Wolthuizen , CFP, CPCC | Business Coach, The Personal Coach Stepping into leadership for the first time can feel daunting. I...

Discover 10 proven sales strategies for financial advisors to stay consistent and grow their practice during the summer months. Reframe the season, reconnect with clients, and refine your process with this summer success guide.

A Unique Value Proposition (UVP) isn’t just about listing services. It's also about giving someone a reason to say, “That sounds like exactly what I need.”

The financial services industry is experiencing transformative growth like never before. With the rise of self-directed online platforms,...

As the calendar turns, advisors everywhere feel the pull of new possibilities and the weight of unfinished ambitions. There’s an...

While stress is often viewed as a negative force that we should avoid, it actually offers many benefits.

When it comes to Succession planning, one of the most frequently asked questions by financial advisors is, very simply: Where Do I Start?

This advisor was seeking a form of perspective or mental model to help him better understand the concept of Succession Planning and how to d

This is what we mean when we use the term Master Plan.

And when faced with the choice of planning their own exit or planning for the growth of their business, they choose the latter every time.

Last month, we delved into how advisors can break free from being stuck in their business.

Financial advisors make a remarkable impact in people's lives

Compensation Trends It likely comes as no surprise that The Consumer Price Index (CPI) rose 6.9% on a year-over-year basis in September...

Many of our clients have gone through our MasterPoint Branding Program to develop a unique brand so they can connect with ideal clients on a

So, how do you decide it is time to hire a coach? These are the most common reasons why advisors decide to take this step.

We've certainly had a lot of experience with planning whether it be within our TPC team or when coaching advisory teams with their own plan.

Your clients know best so always consider their feedback to maintain the most productive direction.

Coaches, Emily Bennett and Bob King were invited to discuss how to leverage CRM to help build trust and business value.