What You Get
The Modern Advisor Coaching Program
Steve’s accountability-based coaching method focuses on future-proofing your advisory practice, tailored to your goals, including the following areas that are customizable to your business including: - Effective use of AI in your practice. - Succession Planning - Growing your Practice through Planning and Referrals - Structuring Effective Teams and Compensation Models - Developing your Unique Value - Attracting Next Gen Clients through Financial Literacy - Hiring Next Gen Advisors - Attracting Retiree Clients through Retirement Lifestyle Planning - Transforming and Growing a Discretionary Managed Investment Business - Running Effective Client Meetings with proprietary 5Ps Meeting System - Productivity Tips for Advisory Teams - Navigating Difficult Markets – Tips from the Dot.com, Financial Crisis and Pandemic Markets
Practice engine coaching
Work on your advisory practice’s engine to unlock bottlenecks
and inefficiencies to reignite growth and take your business
to the next level.
$3,000 + HST (12 Hours of Intensive Coaching, Up to 1 Year)
strategic team consulting
For team leadership, culture and succession.
$4,500 + HST (12 hours of bespoke consulting + business planning session + on demand access to coach)
Business planning intensive
A half day program to establish goals, foster team alignment and passion,
and set an execution plan for achieving the most
important priorities
$1,000 (Half-Day Session, 4 Hours)
fractional practice management
Cohort coaching for rising
advisors, group practice clinics,
and on-demand coaching for
boutique firms.
Custom Retainer (For smaller firms without support, or larger branches wanting enhanced coaching. Let us design a plan for targeted education sessions, group coaching or 1:1 coaching)
