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.”