Speaking at Your Event

The coaches at The Personal Coach have been pleased to speak at many conferences, workshops, and organizations both in-person and virtually. Recent topics include: 

  • Build Your Value, Build Your Business

  • Buying, Selling & Valuing Financial Advisory Firms

  • How to Develop a Compelling Transition Plan for your Business

  • Business as UNusual: Surviving & Thriving

  • Attract More Ideal Clients

  • Stand Out With Your Brand

  • Strategic Planning & Establishing Your Vision

  • Understanding Your Numbers


Attendees say:

"I thought it was great to put advisors with their peers. I was looking into potentially getting a business coach so the timing was perfect. Any time you can hear a top producer speak about their business, in an environment like that, you go. It was a great opportunity for me."

"Prior to the workshop, I was yearning to grow my business through better business management. I really enjoyed the financials piece, learning about building an effective team and how to build my business. I have never considered that the business could be more than myself."

“A well-rounded presentation that would serve as a blueprint for an advisor at any career level.”

“Excellent presentation; topic was very fitting to today’s markets. It really drove home how my business needs to change.”