This is a different type of coaching program.
It is customized to where you are now and where you want to go.
Personalized 1:1 coaching designed for a Rapid Transformation.
Gain confidence that you are taking care of your clients.
Understand exactly what value your firm delivers.
Grow your business with intentional design.
We start the coaching program with an intensive series of 90-minute sessions.
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This is where we optimize:
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Your Vision
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Your Team
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Your Client Communication System
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Your Value Proposition
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Your Investment & Financial Planning process
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Your plans for Growth
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You’ll leave each session with clarity and confidence in your business.
What You Get
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A system to elevate your Client Experience.
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Clarity on your value and Client Deliverables.
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A system to grow your important Relationships & Referrals.
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An accountability partner with 25+ years helping Advisors grow.
This isn’t just about systems.
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It’s about maximizing your Personal Freedom.
Who It's For
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Advisor who feel stuck
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Advisors who are done doing it alone
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Advisors ready to move fast
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Investment: $4,000/month.
Spots are VERY limited. - Jay only works with 3 advisors at a time.
