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Meeting Room

Our Corporate Solutions

Helping You, Help Your Advisors

We Work Collaboratively with Your Practice Management Division

We team up with financial institutions to enhance their in-house practice management services, with the goal of improving service quality and supporting their business objectives effectively.


Our partnership fosters mutual success in the dynamic landscape of financial services.

Customized Training Options

  • Providing Onsite Professional Assessment, Consultation & Implementation Follow Up for high value advisors and teams who have complex situations or needs 


  • Delivering In-Person Customized Workshops on topics of value to their advisors and teams


  • ​Speaking at Conferences and Events to bring value to their advisors not only with great content, but physical and digital tools they can take away and work with


  • Providing Online Webinars (one or more) on specific topics related to what their advisors need most

Sharing Our Core Programs

Virtual Group

Providing Virtual Group Coaching Sessions to 20 or more teams who want to engage in either one of our core programs.

On Demand


Offering our On Demand, Self-Paced programs for both our core programs.

(CE Credit eligible in Canada and soon in the USA)

Team Concierge 


Delivering our Concierge Coaching 1-on-1 to teams who want to build a consistent, scalable, and profitable advisory practice through our Mindset Method Program.

Advisor Concierge 


Delivering our Concierge Coaching 1-on-1 to advisors, partners, and business managers who want to build, mentor, and motivate their team through our Build Your Dream Team Program.

Would You Like to Learn More?

Feel free to contact one of us to begin a conversation:  

Sherri Palle

Terry Gronbeck-Jones 

Jennifer Broad

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