Customized Business Coaching Services & Programs for Financial Advisors & Their Teams
Support In Every Stage of Your Advisory Career
Branding, Team Excellence, Sales, Succession & Exit Planning,
Business Planning, Client Acquisition & More Support for Financial Advisors
What are you here for?
(Complimentary eBook)
Get 7 Strategies Financial Advisors Need to Grow
The 15 Critical Areas That Drive Advisory Success
Every coaching engagement at The Personal Coach begins with a deep dive into your business using our proven 15 Critical Areas Framework. This comprehensive review ensures your coaching plan is built around your most important priorities. No cookie cutter solutions, just the strategies you need to grow with confidence, focus and freedom.
Why the 15 Critical
Areas Matter
Running a successful advisory practise means balancing client relationships, team leadership, compliance requirements, and business growth; often all at once. Our framework helps you quickly identify strengths, uncover opportunities for growth, and create a roadmap to move your business forward.
Read More...
Acquire new ideal clients and capture opportunities with existing clients.
What We Assess
4. Marketing
15. Technology
Incorporate up-to-date, automated processes that meet business requirements and maximize the potential of Salesforce.
7. Advisor Skills
Build a team that reflects your vision, supports your growth, and delivers exceptional client experiences.
3. Value Proposition
Define, articulate and distinguish your business in a crowded market.
1. Strategy
Create a vision and implement a plan with your team.
2. HR & Team Excellence
Create an original & compelling brand that attracts ideal clients, differentiates your business & enhances the culture of your team.
6. Contact Management
Develop a relationship strategy to strengthen increase client engagement.
5. Branding
Understand your clients and have the confidence and competence at every stage of your process.
8. Maximizing Resources
Create a contingency plan and
succession strategy.
13. Regulatory Risk Mgmt.
Create a strong regulatory foundation for your book and protect the value of
your business.
12. Succession Planning
Grow your business and develop scale through merging businesses or
buying other healthy financial blocks
or businesses.
14. Mergers & Acquisitions
Focus on your key strengths by delegating to process, technology and people.
9. Personal Effectiveness
Be proactive, prioritize and focus on the most critical tasks to achieve work and life balance.
10. Leadership
Become the leader who creates a
high-trust environment and
promotes synergy.
11. Financials
Monitor and understand the numbers to ensure profitability and enhance the value of your business.
Services
At The Personal Coach, we help advisors and their teams identify strengths and leverage growth opportunities using our 15 Critical Areas Framework. From refining your sales process to building high-performing teams, strengthening operations, and planning for succession, our services are designed to deliver clarity, momentum, and lasting success.
Strategic Planning
Get systems, vision, and leadership aligned so your practice runs smoothly and reflects your values.
Marketing & Touchpoints
Create consistent, memorable client experiences and attract new prospects with clear goals and professional marketing.
Productivity Coaching
Attract the right clients, build trusted relationships, and increase conversion through personalized sales strategies.
Mergers & Aquisitions
Strategic support for advisors navigating practice growth, succession, and acquisition opportunities.
High Performing Teams
Cultivate leadership skills and high-performance teams to elevate your advisory firm.
Succession & Exit Planning
Plan for growth or transition with succession planning, valuation, go-to-market strategies, and deal structuring.
Financial Management
Focus on revenue growth, expense efficiencies, and financial metrics to improve your bottom line.
Technology & Security
Streamline your back end with tools, tech, and processes so you spend less time on admin tasks and more on advising.
Brand Creation
Define your unique story, message, polish your brand touchpoints, and make every client interaction count.
Operations Management
Simplify onboarding, service delivery, communication, and admin workflows with efficient, client-friendly processes.
Group Programs
Pipeline to Profit
Our Flagship Consultative Sales Course for Financial Advisors
Transform the way you approach sales with Pipeline to Profit, a comprehensive 9-week coaching program designed specifically for financial advisors.
Equip your practice with proven strategies to develop a consultative mindset, master every stage of the sales cycle and craft a compelling, unique value proposition that resonates with clients.
Master Plan 360
Strategic Succession Planning & Business Growth for Financial Advisors
For advisors who have built a successful practice and are thinking ahead, Master Plan 360 delivers the strategic clarity, peer support, and expert coaching you need to elevate your business.
You’ll get direction on succession & exit planning, a roadmap to maximize business value, and access to industry experts; all designed to ensure your business delivers legacy, profit, and leadership.
Specialty Programs
MasterPoint™
Branding for Financial Advisors:
Craft a Distinctive Message That Sets You Apart
MasterPoint by The Personal Coach is a branding program created exclusively for financial advisors who want a unique voice in a crowded marketplace.
We help you discover and communicate your compelling story, refine your visual identity, and elevate every client touchpoint, so your brand not only stands out but also resonates with your audience.
The Heart of Working... Together
Transform Team Dynamics & Productivity with Expert Hiring and DiSC® Solutions
Kim Poulin is your go-to coach for unlocking teamwork, communication, and hiring excellence.
With decades in the financial services world and Certified Facilitation in Everything DiSC® and Five Behaviors, Kim helps advisory firms build stronger teams, better culture, and more meaningful collaboration so your people
and processes grow together.
