Coaching - Ongoing Coaching: For Independent Advisors, Platforms & Asset Managers
I take the relational aspect of coaching seriously. I want to fully get to know you, and I let you get to know me.
What Coaching Is
I bring perspective from asset managers, hundreds of financial advisors plus deep involvement with entrepreneurs and business leaders across industries.
This breadth allows me to see patterns, ask better questions, and offer insights you won't get from someone who only works inside one world.
Coaching isn't about checking boxes or running through a curriculum. It's about developing as a leader, building a healthier organization, and creating a business that reflects who you are.
Who I Work With
Leaders who want more than growth—they want meaning.
Independent Financial Advisors
Leaders building businesses, not just scaling practices.
Advisor Platforms
Executive teams strengthening organizational health, culture, and the experience of their clients.
Asset Managers
Leaders navigating distribution, team dynamics, and market complexity.
The Focus
Coaching frequency, style, and scope are customized to your needs.
Common areas include:
- Leadership development
- Team dynamics
- Organizational health
- Client experience design
- Vision clarity
- Strategic planning
- Sales and marketing alignment
- Communication
- Growth strategy
How It Works
A relationship built around your rhythm.
Frequency
Customized to your needs (typically bi-weekly or monthly sessions)
Format
Virtual or in-person (on-site visits available)
Duration
Ongoing relationship—most engagements are 12+ months. Quarterly commitments.
Between Sessions
Email and text support
Ongoing Coaching
Coaching is priced based on frequency, scope, and complexity—so you get exactly the level of support that makes sense for you.
What's included
- Bi-weekly or monthly sessions
- Virtual or in-person format
- Email and text support between sessions
- On-site visits available
Monthly Investment
$3k–$20k/month
Schedule a Discovery CallQuarterly commitments. Most engagements are 12+ months.