For financial service, mental health and coaching professionals, we offer proprietary coaching and training programs to help you:
- Increase your client retention, referrals and overall ability to grow your practice.
- Discover a new paradigm that reveals you and your clients’ hidden relationship with money.
- Understand and respond to your clients, prospects, staff and colleagues’ hidden messages.
- Accelerate you and your clients’ self-awareness, self-exploration and self-discovery.
- Learn and apply proprietary assessments, tools and services to expand your skills and competencies.
- Quickly identify and handle challenging clients.
- Enhance your career passion and enjoyment while reducing stress.
We coach locally, nationally, and internationally with clients from all walks of life. Appointments are held on the telephone, or for those of you in the Los Angeles area, in-person at our Brentwood office.
Planners and Coaches: A Natural Fit?
Financial planners advise clients, but to whom do planners turn when they need professional or personal advice? For some planners, working with a coach for guidance on topics ranging from practice marketing to work/life balance is the solution.