What We Offer

We leverage a values-based approach to deliver exceptional expertise and insights on the important business needs of independent financial advisors. Simply put, we coach better decisions.

Our Approach

As the owner and/or leader of your business, we coach you to identify your core values, clarify your ideal future, and organize your priorities into three categories: Direction, Structure, and Growth. With clarity achieved, we focus energy on developing your ability to lead and develop you team and your business initiatives.

Balancing Priorities

Because we understand the many roles and responsibilities of independent financial advisors, we are able to work closely with you to prioritize and balance how you approach your business as an owner, leader, manager, and advisor.

Leadership Development

We believe business growth is dependent on exceptional client service, and exceptional client service is dependent on the capacity and effectiveness the team. Leadership is essential to optimizing both capacity and effectiveness. We work closely with you to maximize your potential as a leader, so you can maximize the potential of your people and your business.

Values & Goals Alignment

Do you ever wonder if the way you run your business is in alignment with what you truly want for yourself or your team?
We work closely with advisors and teams of many sizes, with a variety of different values and goals, to help them make critical decisions that enable them to live and work in alignment.

Succession Planning

We understand that embarking on the succession process can be both exciting and daunting. Working with a coach that has counseled dozens of teams through the process will help ensure you avoid unnecessary pitfalls while achieving a
smooth transition and sustainable growth.

Ensemble Mergers

Thinking of combining with another advisory team? We have designed a process to assess your readiness. We look at individual values, strengths, business metrics, and operational processes, then determine alignment of interests through a joint vision planning session with all interested parties. The completion of these steps along with our recommendations will help you determine your path forward.

Compensation & Ownership

Do you wonder if you are fairly compensating and properly incentivizing your employees? Do you have a plan and process in place for developing the next generation of owners in your business? We use industry benchmarking data to analyze employee compensation and provide perspective on how to align it to the goals of your business. We also work with teams to design a pathway to partnership for those who will carry on your legacy.

Educational Events

We offer an annual retreat and monthly events tailored to you. We bring in subject matter experts to give unique perspectives on market insights, industry topics, leadership, self-improvement, and more. With a variety of virtual and in person options available, you can choose what works for you.

Peer Groups

We organize and facilitate small groups of advisors and staff for the purpose of sharing best practices and new ideas. These groups form deep relationships with one another which leads to greater impact for them and their teams. Whether you are current owner, next-generation owner, or head of operations, we have a group for you.

What We Offer

Our Approach

Balancing Priorities Because we understand the many roles and responsibilities of independent financial advisors, we are able to work closely with you to prioritize and balance how you approach your business as an owner, leader, manager, and advisor.

Balancing Priorities

Because we understand the many roles and responsibilities of independent financial advisors, we are able to work closely with you to prioritize and balance how you approach your business as an owner, leader, manager, and advisor.