…For The first time in my career, I felt like I wasn’t winging it and my destiny was in my hands. No longer did I feel like my success depended on the decisions or whims of clients or prospects. I guess when it came right down to it, I felt proactive—in control.
—Excerpt from Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor
The Complimentary Coaching Call
Advisors all begin with a free complimentary coaching call. In this 45 minute session, you have an opportunity to experience our coaching firsthand while we learn more about you and your business. We also determine in this call if we are the best coaching fit for you. Some of the areas we will cover in the complimentary session are:
- The particulars of your business and your style
- Your strengths and the challenges you feel have held you back in the past
- Your top three business goals for the year
- Specific activities that will have to change or improve for you to reach your objectives
- Your time management and organization
- What you’d most like to accomplish as a result of coaching
Advisors have found these complimentary coaching sessions extremely regardless of whether they decide to proceed with coaching or not. To schedule yours, simply complete the form below and we will contact you within 24 hours.