Glass Buildings

Transformational Business Consulting  For Financial Advisors & Advisory Firms 

Most advisors, teams and firms
struggle with 4 roadblocks:
1. They don't feel like they are taking care of their existing clients.
2. They are not confident in their investment process and story. 
3. They do not have a system to drive new business.
4. They don't feel that they are leading their team effectively. 
the resilient advisory Business
 consulting program
will help you transform your business 
Advisors that complete the program have:
A defined client touchpoint system
A branded wealth management story & process
a systematized growth program
A proven tool that empowers leadership & Growth

HOW BUSINESS CONSULTING WORKS

1. business Analysis

We do an analysis of your human and business capital. This includes the Koble assessment, detailed book analysis and SWOT profile.

2. Client Touchpoint system

We build a custom client touchpoint system that ensures all of your clients are serviced at the appropriate levels. 

3. wealth management system

This system will provide you with clarity about your value proposition, story and brand. 

4. business growth system

This system will help map the best path for growth. A system that helps you build influence, define your niche or build COI's. 

5. Leadership System

I will teach you and your team The OKR Leadership System that is used by Google, Amazon, Disney and other high growth companies.

PRICING

Three Program Options | $6,000 Total Cost
3 Month Program: $2000 per month* (Weekly Calls)
6 Month Program: $1000 per month* (Bi-Weekly Calls)
2-Day Immersion Program: $6000 
Each Program also Includes:
1 year of access to portfolio architects
Lifetime access to the resilient advisor newtork
download the brochure
for more information

Schedule A 'Right Fit' Strategy Session To See If The Cornerstone Program Is A Good Fit For You

 

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