Concierge Consulting
Initiation & Calibration
Our Concierge Consulting - Initiation & Calibration Program helps financial professionals strengthen their practice, develop high-performing teams, and enhance their brand and operational efficiency through proven best practices and implementation support. Rather than traditional coaching, we act as an extension of your team— Providing strategic guidance, accountability and hands-on support to help turn ideas into measurable results. The outcome is a more organized, scalable and client-centric business positioned for long-term success.
Our Concierge Coaching Program is a highly personalized, year-long engagement designed around what matters most to your team. Together, we focus on strengthening every aspect of your practice—from practice management, leadership development, team structure and alignment, CRM integration, branding, and navigating business transitions. Rather than following a one-size-fits-all approach, we prioritize the areas that will have the greatest impact on your firm's growth, efficiency, client experience, and long-term success.
CRM Integration
A structured approach to maximizing your CRM with our resident CRM expert who has an operational background and years of CRM experience.
Branding
A review of core aspects of your Branding with the provision of recommendations and insights for the following: Website, Introduction Package, Email, Social Media, and Team SWAG.
Program Fee For Concierge Service
The fee for service is $20,000, which can be paid monthly, quarterly, or all at once based on preference.
The Concierge Consulting & Coaching Solution is available to limited number of emerging, growing, & elite wealth advisory teams. Due to the in-depth nature of the work and the significant commitment of time required to deliver these exceptional services to the team, each Consultant will have a small number of clients within this program.
Our Initial Year of Engagement & Partnership With You
This is a comprehensive, year-long partnership focused on helping your team strengthen operations, elevate the client experience, improve efficiency, and confidently navigate growth and change.
Think of us as an additional member of your leadership team— providing guidance, accountability, strategic insight, and hands-on support every step of the way.
Your Concierge Coaching Engagement includes:
-
An Awesome Welcome Package to initiate our work in a way that keeps your team organized, inspired, & ready to engage!
-
A dedicated Business Consultant & Coach serving as your primary point of contact throughout the engagement.
-
Bi-weekly Coaching Sessions focused on implementation, accountability, strategic planning, and continuous improvement.
-
Perpetual Access to our Online Dashboard including videos, guidance, tools, and resources for both core programs:
-
The Mindset Method - Practice Management for the Entire Team
-
Build Your Dream Team - Team Management for Leadership
-
-
Availability of CE Credits through completion of The Mindset Method Program
-
CRM Integration sessions & support with our dedicated CRM Specialist to ensure your CRM is fully implemented, adopted by the team, and operating as the central hub of your business.
-
Branding consultation and refinement, including behind-the-scenes review of your team's branding and incorporation of your custom brand into our professionally designed, client-ready resources and materials.
-
Development of customized resources, tools, and best practices tailored to your team's unique goals, opportunities, and stage of growth
-
Leadership coaching and strategic planning sessions to support practice management, team leadership, organizational structure, succession planning, business transitions, and other evolving priorities.
-
Regular leadership check-ins to assess progress, recalibrate priorities, and ensure momentum is maintained throughout the year.
-
Additional access to your assigned Business Consultant and CRM Specialist between sessions as needed to ask questions, seek advice, request resources, or receive guidance as new situations arise.
-
Access to our Favourite Affiliate Network allowing you to instantly connect with our favourite service and product providers
-
Mindset Matter- Our quarterly newsletter to keep your team inspired & informed.
-
A fully integrated coaching experience that adapts as your business evolves— providing the right support, at the right time, from the right people.
More than coaching, this is a strategic partnership.
Our goal is to provide the comprehensive support, expertise, and accountability of an experienced business partner— helping your team stay focused, move forward with confidence, and achieve meaningful, lasting results.
Think of it as adding an experienced leadership resource to your team, without adding another employee.
Get Started
If you would like to learn more please feel free to contact Jennifer Broad, at Jennifer@mindsetconsulting.ca