RECHARGE YOUR
BUSINESS
As a financial advisor, you may feel like you have hit a plateau, or even a brick wall at some point in your career.
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Whether you are an advisor growing your revenue, building your business or looking to monetize it, there are two possible options at a plateau - recharge your business and make changes or, experience a decline.
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At The Personal Coach (TPC), we help our clients recharge their business momentum. Our mission is for advisors and their teams to ultimately experience three outcomes - confidence, focus and freedom to achieve an extraordinary business and life.
Our BELIEFS
DRIVE YOUR SUCCESS
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Advisors ahead of the curve will be the most successful.
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The most important agenda is the advisor’s agenda.
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This can be a lonely business.
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Many advisors don’t run their business like a business.
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A collaborative team approach is most effective.
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Process and structure give you freedom.
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Ideas are a dime a dozen.
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You need to have fun!
TPC Services
UNDERSTAND YOUR GAPS
We begin by taking you through The Velocity Indicator questionnaire which helps you assess the 15 critical areas of your business - which areas are a priority for you and how you are handling each area. This will provide us with a starting point and direction for discussion during your Complimentary Consultation.
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Choose COACHING & Programs
Our team includes business coaches and specialized experts in areas such as human resources, branding, marketing, business acquisitions, and technology, among others.
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Have us speak at your next event
In our speaker's kit, you'll find an overview of the highly acclaimed topics presented by our industry experts. Among them, our keynote speaker, Allyson Lee, offers a thought-provoking session titled Master Your Mindset, available should you choose to inquire further.
READING OUR BOOK IS A GREAT START
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A Book Written by Business Coaches
For Financial Advisors
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Valuable insights for advisors at all stages of their business journey.
Mastering your Momentum
#1 Best SellER​
Close the Gaps in the 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus and Freedom.
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CE Credits
April-Lynn Levitt and Kelly Maxwell have recently contributed to the latest bundle offered by CE-credits.ca for financial advisors and planners, titled "Building Strong Client Connections With Your Brand."
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Earn 15 credits by watching this webcast from the convenience of your home or office on any device that can access YouTube.
