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OUR SERVICES

Public Speaking
  • Leverage LinkedIn For Asset Gathering
  • Client Service Best Practices
  • Practice Management Pitfalls
  • Team Building Basics
 
 
 
Individual Advisor Coaching
Weekly scheuled phone call
May include administrative staff
 
May include any / all of the following:
  • Business development / prospecting
  • Business plan development/ implmentation
  • Accountability practices
  • Practice management areas
 
Half / Full Day Coaching
  • Comprehensive Business Planning
  • Organization
  • Client Service Platform
  • Goal Planning
  • Strategice Marketing Plan Development
  • Accountability  / Tracking Development
  • Team Planning / Team Structure & Development
 
Team Coaching
Weekly scheduled calls
May rotate between all team members
 
May include any / all of the following:
  • Business development / marketing
  • Business plan development and implemetation
  • Accountability practices
  • Practice Management
  • Team building / Roles development / Meetings

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