Coaching for Financial Professionals
What you do is so needed by so many people. Money is such a hot-button topic that you love helping people with. But that doesn't necessarily mean you know where to find them or how to convince them to be your client. Or maybe this is your first time managing your own workflow and maybe you're drowning a little bit?
You do not need to be alone in all this just because you're self-employed! I'm here to offer you structure and clear tasks that will help you move forward. We can build from any trainings offered by your parent company, adjusting their tactics to fit your unique style. Don't have a parent company? No problem, we'll start from where you're at!
We'll hone in on your ideal client and how you can most easily connect with them. We'll select marketing approaches that cater to your strengths. We'll perfect your selling proposition and process. We'll also establish systems to help keep you going strong for years to come!
Group or one-on-one coaching are both full-service solutions to the support your business needs to thrive! Not sure which suits you better? You're in luck! I offer an initial consultation free of charge. This is an opportunity to bring me up to speed on what you've already done and where you want to go. From there we'll develop a course of action that perfectly fits your needs. Book your consultation conveniently online!
Or, read more about what’s involved in ongoing group or one-on-one coaching.
You're self-employment curious, but you're not even sure what your business is or does. It's not clear to you what your business does and what it means to know what it does. You want to have confidence in knowing the general form of your business. I'll help orient you to the basics of your business. This also addresses what's required of the Executive Summary and Company Description sections of a business plan.