Promoting and Supporting Financial Empowerment, Education and Community Across Generations
To coach effectively, I need to stay immersed in the client experience, and understand the future facing you and your clients.
WHY THIS PROGRAM WORKS?
Immediate ROI. Every module contains actionable tips, practical tools that you can use in your practice right away
Future-focused. From AI to succession, you’ll prepare your practice and team for the next decade of advising
Competitive Edge. Most advisors don’t invest in their business, but those who do win more clients, retain more assets and scale faster
Focus-Discipline-Action accountability system. Moves big projects to fruition and motivates all team members to feel a part of the process
Learn more about our detailed services.
My Story
During my long career as a Wealth Advisor, I developed an expertise in helping retirees with retirement planning, retirement income and tax planning, estate planning and retirement lifestyle planning.
However, in recent years, my practice began focusing on attracting the next generation of younger clients. This led me to focus on financial literacy as well as some of the wealth gap issues that exist between the generations.
I’ve done extensive research in the past few years, developing the content and working title of a book entitled, “What’s Next Gen? Fixing the Wealth Gap One Family at a time”. As part of this Next Gen initiative, I hope to run a series of Financial Literacy for Young Adults sessions in the coming year.
And to ensure I’m not forgetting the generation that has carried most of our careers, I’ll be re-starting my Vibrant Retiree Coffee Club – coming to a Coffee Shop near you!
All of these initiatives should provide invaluable research and insights to help you and your teams grow your business!
