Concierge Consulting
Ongoing Excellence
After the initial year of calibration, our Concierge Consulting Ongoing Excellence Program is designed to build on the momentum established during your first year, providing ongoing strategic guidance as your practice continues to evolve.
Together, we refine and strengthen the systems, processes, and best practices already in place while addressing new opportunities, emerging challenges, and changing priorities. As your business grows, your team changes, and your clients' needs evolve, we help ensure your practice remains aligned, efficient, and positioned for continued success.
Through regular coaching, accountability, and strategic planning, we support a culture of continuous improvement so your team can confidently adapt, innovate, and maximize the long-term value of the business you've worked so hard to build.
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 Continued Partnership With You
Your first year established a strong foundation. Together, we built systems, refined processes, strengthened your team, and created a roadmap for long-term success.
As your business evolves, new opportunities, challenges, team dynamics, technologies, and client expectations will continue to emerge.
Our role is to help you stay ahead— continuously refining your business, strengthening your team, reinforcing best practices, and providing the strategic guidance needed to support your next stage of growth.
Think of us as a continued extension of your team— an experienced resource that understands your business, anticipates your needs, and is ready to help whenever new priorities arise.
Your Continued Concierge Coaching Partnership includes:
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Your dedicated Business Consultant & Coach serving as your trusted advisor and primary point of contact.
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Ongoing bi-weekly coaching sessions focused on accountability, strategic priorities, implementation, and continuous refinement.
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Perpetual access to our Online Dashboard, including videos, guidance, tools, templates, and resources for:
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The Mindset Method - Practice Management for the Entire Team
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Build Your Dream Team - Team Management for Leadership
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Continued availability of CE Credits through completion of The Mindset Method program.
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Ongoing CRM optimization with our dedicated CRM Specialist to introduce advanced functionality, improve adoption, maximize efficiency, and ensure your CRM continues to evolve alongside your business.
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Continued branding guidance, enhancements, and access to professionally designed, client-ready resources customized with your firm's branding.
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Development of new tools, resources, workflows, and best practices as your business, team, and priorities continue to evolve.
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Leadership coaching and strategic planning sessions focused on growth initiatives, organizational development, succession planning, acquisitions, business transitions, and emerging opportunities.
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Regular leadership check-ins to recalibrate priorities, measure progress, and identify opportunities for continued improvement.
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Direct access to your Business Consultant & Coach and CRM Specialist between sessions whenever questions arise or additional guidance is needed.
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Access to our Favourite Affiliate Network, connecting you with trusted partners, specialized expertise, and preferred service providers.
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Mindset Matters— our quarterly newsletter designed to keep your team inspired, informed, and continuously learning.
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A flexible coaching partnership that adapts to your changed business, ensuring you always have access to the right expertise, at the right time.
More than ongoing coaching, this is a long-term strategic partnership.
Our commitment is to help you protect what you've built, continue raising the bar, and confidently navigate whatever comes next.
By remaining alongside your leadership team, we provide the accountability, perspective, expertise, and support needed to sustain excellence year after year.
Think of it as having an experienced executive advisor on your team— someone who already knows your business and is invested in helping you maximize the value of your life's work.
Periodic Coaching Support Options
For teams seeking ongoing guidance with greater flexibility, we also offer Monthly and Quarterly Accountability Coaching. These focused check-in sessions provide continued support, strategic insight, and accountability to help keep priorities on track and momentum strong. Whether reinforcing key initiatives, addressing new challenges, celebrating progress, or providing objective feedback, these regular touchpoints ensure your team remains focused on consistent execution and continuous improvement while adapting to the evolving needs of your business.
Get Started
If you would like to learn more please feel free to contact your current Mindset Consulting Business Advisor.