Our Services

Once we determine where the gaps are in the 15 critical areas of your business, we can implement the following services.  Please note that our Brand and Team Coaches have separate websites, if you want to review those coaching programs in more detail. 

Practice Management

Value Proposition

Advisor Skills

Maximizing Me

Strategy

Personal Effectiveness

Contact Relationship Management

PRODUCTIVITY

COACHING

Goal Setting

Productivity Plan

Acquiring New Clients

Marketing Plan

Client Processes

Performance Management

Leadership & Team 

Leadership Skills

Hiring & Selection

Personality Assessments

Team Building

Change Management

Financial Management

Profitability

Expense Ratio Analysis

Revenue Growth

Investment Pay-Off

Risk Management

Brand Creation

Compelling Story

Corporate Identity

Brand Guidelines

Process Discovery

TouchPoint Strategy

Marketing & Touchpoints

Referral Process

Contact Mgt System

Client Segmentation

Prospecting

Marketing Materials

Client documents

DIGITAL MARKETING

Website & Ongoing Mgt

Social Media Strategy

Google & Facebook Ads

E-Campaigns

Videos

Google Business Page

Business Selling & Acquisition

Strategic Planning

Succession

Value Creation

Go to Market

Deal Structure

Transition

Technology & security

CRM Systems

Automated Processes

Cyber Security

Server Protection

Training

Operations management

Client Onboarding

Client Services

Communication

Administrative Procedures

Prospecting & Referrals Process