Financial Advisor Coaching built to create multi-million-dollar practices. Coaching allows Entrepreneurs and Business leaders the ability to work with a highly trained coach on their individual goals. Each program is tailored to match the advisors objectives, through a wide variety of services including team & individual coaching. What makes this coaching program unique is the link between Coaching and Marketing. Often, many of the coaching efforts are reliant on the follow through and execution of the Marketing activities that need to be accomplished on the backend. Christine has tailored a program that bridges the gap between the two which will give you a huge advantage in the marketplace. We all have a similar goal in mind to grow our business with the right “A” team, while providing exceptional service to our clients and increasing our income with more high-quality clients.

The Program thrives on the accountability you will receive while offering on-going support.

WHAT YOU’LL GET
• A deep dive into your current business model
• Growth Plans/ Plan of action
• Strategic Planning & Goal setting
• Lead generation programs
• Customized Marketing Plans & Solutions
• New client onboarding
• Accountability
• Service Models
• Activity tracking (cookbook solutions)
• Technology reviews (CRM)
• Analysis of having the right staff in the right seats
• Client Segmentation Models
• 30 second commercials
• Staff review/ implementation/ growth plans to get your team to the next level
• Time management system (analysis of revenue vs non-revenue producing activities)
• Centers of Influence and creating the right sourcing wheel & Network of Professionals
• Social Media review and implementation programs
• Website review and implementation programs
• Building Client Advocates & Generating Referrals
• Turn Key Event Ideas/ Inspiration
• Practice Acquisition/ Succession
SERVICES INCLUDE
• One on One coaching sessions
• Team coaching sessions
• Webinar access
• Comprehensive materials
• Access to Christine for special projects
• Marketing Support
• Occasional live events