Why choose group coaching?
Benefit from the collective insights of the group of peers
Less “on the spot”, more time to reflect and integrate
See the entire Sustainable Growth Operating System in action
Super cost efficient price point
You have built a good team and solid practice. Your clients enjoy working with you, and you know you deliver great service – yet great referrals continue to elude you, and the team dynamics could be more constructive. You spend your time on things that are urgent and cannot seem to carve out enough for consistent marketing and prospecting. You want more control.
You are not alone. Here are some results from recent studies by Schwab.
Group programs are fully customized to work for YOU. We have several road-tested models that can be tailored to suit your goals, needs, schedule, and location. No two practices are the same, so we get to know you to create the program that will maximize your ROI.
Staff should have gone through this [coaching program] earlier. Once experienced, we would have had stronger positive comments for advisors. Excellent job and content.
Thanks for the sessions. I think because of you my tax season went better than past, and we were able to stay in the present by servicing our financial clients through these challenging times.
If you would like to schedule a complimentary discovery conversation or to obtain additional information about our services, please complete the form.