The Next Generation of Your Business
I'm a self-starting entrepreneur. I've grown up in the industry of financial planning. After working with my family in this business helping clients and advisors navigate the many issues when it comes to planning, I decided to take my expertise on my own to assist a select group of individuals.
If you're struggling with finding enough time to build your dream practice and are tired of the FMO run around, my coaching model is going to change the way consulting in this industry has traditionally been done.
So many times I have been on the phone with advisors, asking me the same questions. What should my niche be? Where should I teach my next seminar? Why am I not on-boarding more clients?
You're not alone if you resonate with some of those questions. I found that guidance in this industry is few and far between. So many firms and "mentors" promise you guidance only for you to come aboard the program and figure out that they don't have the time of day for you. In worst case scenarios, many of these mentors are burned out, trying to find their golden parachute while you sit there, struggling to even get them to return your calls.
Through my blogs, newsletter, and coaching calls, my goal is to help you find your path to practice mastery. Whether you want to grow your AUM to 100 million, create a better client experience, or you've been in it for a year and want to know the next steps, my experience and coaching can help guide you there.