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

12 WEEKS

Includes Complimentary discovery call, followed by a 3-month engagement focused on your top three priorities.

One-on-one Advisor and/or Group Team Meetings through in-person or virtual meetings, typically every 2-3 weeks.

Starting at $1,650

24 WEEKS

Includes Complimentary discovery call, followed by a 6-month engagement focused on your top three priorities.

One-on-one Advisor and/or Group Team Meetings through in-person or virtual meetings, typically every 2-3 weeks.

Starting at $3,000

ongoing

For Advisors looking for a longer engagement, we offer a low-cost monthly retainer arrangement tailored to your business needs.

On request.

Coming Soon

Fractional Practice Management/Coaching for Financial Services Firms in two markets:

Smaller Financial Services Firms who don’t require full-time practice management/coaching professionals, but require a dedicated, on-call resource.

Large Offices within Large Financial Services Firms who require a more dedicated practice management/coaching function for their teams.