Coaching & Consulting Programs
The Mindset Method
This best practices program is designed for the entire team to organize, systematize & grow the practice through our 4 Pillar Practice Optimization Process.
Build Your Dream Team
This best practices program is designed for Advisors, Partners & Business Managers to manage, lead, inspire and grow their team through our 4 Pillar Leadership Process.
Alumni Program
This program is designed to provide advisory teams with a variety of additional support, as needed, to keep them on track. This program also covers managing new initiatives, people & transitions.
Concierge Consulting
This program provides continuous, elite-level coaching and includes a full-day Annual Strategic Planning & Team Building Session, Annual Practice Management Assessment, Quarterly Strategic Team Meetings, Annual Team Assessments, Monthly Group & Individual Coaching, and more.
