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.
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.
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.
What's new in FALL 2023
Sales Mastery: A TRUSTED PROCESS TO SUCCESS
A transformative program for advisors to discover their selling potential.
A TRUSTED PROCESS TO SUCCESS
This 12-week sales program is designed for advisors who are eager to generate revenue and onboard new clients effectively.
BOOK LAUNCH: MASTERING YOUR MOMENTUM
A Book Written by
For Financial Advisors
MASTERING YOUR MOMENTUM
Close the Gaps in 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus, and Freedom.