Three-month private coaching package to guide you through the process of designing your high-value client service models and processes so that you can deliver on the promise of Advice-based Financial Planning every time!
- 6 private video calls
- Full team coaching (up to 6 advisors)
- Online course access for everyone
- Customized feedback
- Accountability and mindset coaching
- 5 video-based modules
- On-demand training portal
- Accessible via computer or phone app
- 100+ page course manual
- Course workbooks
- Presentation slides
- Ongoing Q&A support
- Facebook group
- Email access between calls
- Staff support
- Editable agendas, worksheets & templates
- 3 months of IMPLEMENTATION Monthly Mastermind
GUARANTEE- If you are unhappy with private coaching for any reason, let me know and you will receive a pro-rata refund based on the number of completed coaching calls. You and your team will retain access to any courses or materials that you have completed training on
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- Contact us at [email protected] with any questions.