TOTAL PRACTICE MAKEOVER
A one-on-one coaching program with The Intentional Advisor to help you build your own high-value, client-centric, comprehensive financial planning EXPERIENCE.
Click on the button below to apply for a FREE 30-minute coaching session to determine if one-on-one coaching is right for you!
TOTAL PRACTICE MAKEOVER
These packages are designed to guide you through the process of building your own high-value, client-centric, comprehensive financial planning EXPERIENCE.
$6,000
3-MONTH PACKAGE
6 Virtual Coaching Calls
6 Months Unlimited Email Access
Delivering on the Promise Online Course
The Discovery EXPERIENCE Online Course
BONUS
2 TIA Purpose Planners
($9,800 Value)
$11,000
6-MONTH PACKAGE
DISCOVER Package Plus...
6 Additional Coaching Calls
Additional 6 Months Email Access
Building the Machine Online Course (Coming Soon)
Financial Life Organizer Online Training
BONUS
2 TIA Purpose Planners
($19,075 Value)
$22,000
1-YEAR PACKAGE
ENGAGE Package Plus...
6 Additional Coaching Calls
Additional 12 Months Email Access
Custom Branded Emails
Custom Discovery EXPERIENCE Worksheet
Virtual Staff Meeting
In Person Office Visit*
*Restrictions and travel expenses may apply
BONUS
4 TIA Purpose Planners
($34,150 Value)
Small Group Coaching
Not everyone needs or can afford one-on-one coaching. That is why we offer small group coaching for groups of 3-8 advisors. Click the button below to find out more about TPM Group Coaching.