Coaching Services
Guiding you from uncertainty to clarity and confidence
Executive Coaching
$1,500/mo
Strategic guidance for top executives, enhancing leadership impact and personal development in todays competitive buisiness environemnt
Culture Coaching
$1,000/mo
Cultivate a thriving organizational culture with our tailored coaching, fostering teamwork, values alignment, and positive workplace dynamics for sustained success.
Achiever Coaching
$1,000/mo
Propelling a success journey with export guidance on goal tracking, professional insight, team alignment, social and emotional intelligence, personal workflow systems, opportunity creation and tracking, and unwavering focus on key tasks.
Operations Mentorship
$500/mo
Our mentorship program connects you with an experienced partner dedicated to helping you succeed with personalized coaching, use of targeted resources and invaluable insights to gain the confidence and skills to achieve your goals.
Planning
Turn Vision and Goals into a Compelling, Actionable and Workable Plan
Long-Range Vision Planning
$5,000
Develop a compelling, mission-aligned vision for long-term planning. Utilize effective leadership, strategic team communication and engagement to craft and announce the vision for positive public relations.
Role-Based & Custom Training Range
Per Person $2,600 - $6.000
Designed to complement introductory corporate training, this program bridges the gap between foundational knowledge and practical application in the financial services industry. Our focus is to help learners apply knowledge to real-world scenarios for better understanding of technology tools, processes and products.
Operational Enhancements
$750 and Up
Targeted training and guidance on process enhancements to drive quality, efficiency and best-in-class management of operational activities.
Advisor Excellence
$1,500 Per Person
Elevate your advisory practice with our 6-session Beyond the Basics training designed to help you bring your best self to every client interaction. This program empowers advisors to contribute to a stronger, more cohesive team while enhancing the client experience. Enjoy a more rewarding and fulfilling career by deepening your personal and relational skills.
Collaborative Tax Planning
$7,200 Per Series
This series will increase business and client acquisition opportunities, deepen your knowledge of tax strategies, and increase the tools you have on hand for tax management and collaborating with preparers.
The Estate Checkup
$6,000 Per Series
Dive into 9 training sessions covering 7 lucrative programs. Acquire valuable collateral for seamless collaborating with estate attorneys and non-profits. This program presents a systematic approach dedicated to enhancing the overall outcome of clients’ estates.