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Customized One-on-One Business Coaching for Financial Advisors

orange arrow COACHING & PROGRAMS      orange arrow DIFFERENTIATORS & REAL VALUE

 

How We Are Different

 

We can differentiate ourselves on three levels: our company, services and ourselves individually.

 

Company

  • Our one-on-one coaching is customized to your business and your needs.
  • We come to you.
  • Our team becomes a long term extension of your team.
  • Every one of our team members has a strong financial services background.

Services

  • We focus on the 12 critical areas of an advisor’s business.
  • Our 7 step proven process, TPC Focus Process™, ensures we focus on what is most important to you.
  • We integrate our own branding and marketing team.
  • We have an abundance of resources available from our strategic partners and other third parties that we use specifically for your needs. 

Our Core Values

  • Accountability – We keep everyone on track, providing follow up notes in writing. We focus on implementation.
  • Compassion – We care deeply about helping people reach their goals and change their lives for the better.
  • Growth – We understand this industry and continually strive to be ahead of the curve.
  • Balance – We strive for balance in our own lives and coach advisors to do the same.
  • Openness – We allow our clients to be free to bare their vulnerabilities without judgment.
  • Challenge – We question the status quo with the intention of showing you a perspective you may not have considered.
 
Our Real Value

 

We do what is difficult for advisors to do. We help you:

  • Attract and keep the right staff
  • Improve profitability
  • Build recurring revenue
  • Increase equity

We are devoted to helping our clients achieve a refreshed focus, more confidence and to feel like they are in control of their lives and their businesses. They have more freedom – financial, time and freedom from stress.


We tell clients what they need to hear, not necessarily what they want to hear. We focus on the implementation of your plan to achieve your vision. We change your business and your life.

 

As we work together, over time, your business and life will look different than it looks today. The impact of our work is lasting and profound.