Coaching Overview

…He studied me for several seconds and then asked, “How motivated are you to change?”

“Very. I know I’ve grown complacent, and since Ben’s gone, I’m afraid it’s going to get worse. After 10 years in the business, I’m making a comfortable living, but I’m not growing.”

“Why do you think that is?” he asked.

“I don’t know,” I muttered.

“Oh, I think you do,” Victor challenged. “So I’m going to ask you again. Why do you think you’re not growing?”

—Excerpt from Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor


Our Coaching Process

We have identified 9 specific systems that every advisor must have in place and implementing flawlessly in order to be successful long-term. We also recognize that very financial advisor has unique needs and desires when it comes to their business so in our individualized coaching programs, we blend the two. This is our process.

Evaluation of Your Current Systems

Yellow You Are Here SignWe take you through each of the 9 systems step-by-step and determine what you are currently doing in each of these areas.  Our policy is to NOT reinvent the wheel.  If something is working for you, we want it to continue to work for you and not change it.


Your Individualized Systems Development

Best Practice road sign with sun backgroundWe build and refine what’s currently working for you in a particular area and merge it with the components from our system that best compliment yours.  We then build out a clearly defined, repeatable system for you, with you and around you and your business.



Do it now concept text words in clouds on blue skyAs we complete each of your new systems, we guide you through the critical implementation stage. This the most important component of the process but also, where most advisors drop the ball. We troubleshoot your new systems with you on a weekly basis and help you integrate your new systems into your current business.


Signpost AccountabilityEach week, we hold you accountable to taking the baby steps you need to take to make your new systems a success and to propel you to your next level of production. We are with you every step of the process as your coach, your conscience and your biggest advocate.


Benefits You Can Expect

Benefits wooden sign on a beautiful dayBy working with you through this process rather than forcing a one-size-fits-all approach, you take ownership in the development and implementation of your final systems. This builds your conviction in your process and conviction sells! Your systems increase client value which results in additional assets and revenue. And, utilizing our proprietary Referral Conditioning process, you can also expect a significant increase in the quality and quantity of your referrals.


information sign  banner or label to search more details and finOur individualized coaching services are available in 6-month coaching packages consisting of 24 weekly coaching calls each 30 minutes in length. After coaching financial advisors for over 10 years, we have found that weekly calls are far more effective from an accountability standpoint than the bi-weekly calls many coaches offer. All our coaching packages include unlimited e-mail so we are basically on call for you. We begin everyone with a 45 minute complimentary coaching call to learn more about you and your business and to determine if we are the best coaching fit for you. Coaching packages begin at $3000 for 24 weeks of coaching.

Complimentary Coaching Call

Plateau to Pinnacle Coaching

Transition to Fee-Based Coaching

Team Structure & Development Coaching

Client Testimonials