Our Mission
Our Mission at TPC is to empower financial advisory teams to reach their potential in business and in life, creating lasting success.
Our Values
All In
Better Together
Own It
Do the Right Things Right
Get Stuff Done
Our Values
as a boutique team of coaches dedicated to advisor success.
“77% of executives report that
organizational coaching has significantly
improved their business measures."
Our beliefs guide our coaching.
Could they be yours too?
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Advisors ahead of the curve will be more successful
There are massive opportunities available for the best advisors. The financial industry continues to face substantial change. There is downward pressure on fees, more demanding clients, increasing regulation, and less support from companies. Those who anticipate and embrace change will be ahead of the curve.
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The most important agenda is the advisors agenda.
Many financial companies and suppliers have changed from being advisor-focused to product-focused. Training and coaching programs offered internally, for free, have limited resources and are focused on their agenda, not yours.
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This can be a lonely business
Advisors may belong to study groups or professional associations, but this does not give them a thinking partner or the accountability, leadership, and direction that they may desire, as well as the ability to be as completely vulnerable as they can be with a coach.
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Many advisors don't run their business like
a business
Business owners must wear many hats, from sales and marketing to human resources to financial management, just to name a few. This requires not just technical and sales skills but proficiency in creating vision and direction, building and leading teams, brand differentiation, and business building.
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A collaborative team approach
is the most effective
One plus one is more than two. Effective collaboration produces results that are greater than each individual’s contribution. This applies whether you build your own team internally or create a virtual team of external resources.
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Process and structure give you freedom
Most advisors don’t spend enough time working on their business to develop systems for routine activities and to plan and strategize for the future. The format of our coaching relationship ensures this happens.
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Ideas are a dime a dozen
The person who implements them, however, is priceless. This is a quote from Mary Kay Ash, Founder of Mary Kay Cosmetics, that resonates. Ideas are useless without accountability. You’re wasting your time if you
don’t implement.
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“Work hard, play hard” is a cliché, but if you’re not finding time to enjoy your business and your life, what’s the point?
You need to have FUN!
Build the Business & Life
You've Always Wanted
Schedule a complimentary discovery call with one of our experienced coaches today and see how customized coaching can help you achieve confidence, focus, and freedom.
