Financial Advisory Services Coaching and Support
Did you establish your Financial Advisory Services Company because you're passionate about your work and wanted to share your expertise with others?
Are you now finding yourself increasingly dealing with crises or working IN the business rather than ON it?
This can be an extremely challenging and isolating experience!
What could we do together....?
As a Financial Advisory Services Company leader, do any of these statements resonate with you?
- I spend more time than I'd like resolving issues with clients and staff that could potentially be avoided
- I often worry about the financial figures and their impact on the business
- My client turnover rate is higher than my new project acquisitions
- I sense there's an obstacle to growth, but I can't identify it
- It feels like we're stuck in a cycle of feast and famine, like we're on a hamster wheel
- I'm uncertain if this business can endure the test of time, given the pressures on me and my time
- I'm not completely aware of what everyone is doing all the time... but they are busy
There’s no shame in facing these challenges; it’s actually quite common for Financial Advisory Services Company owner-founders to encounter issues. Often, you start your company due to your practical skills, not because you’re a business expert. As your business has grown, you’ve realized you can’t do everything – and that’s okay! No one can.
You experienced initial growth and positive momentum, but along the way, you might have missed some crucial aspects of managing your company, which can result in lost time, frustration, and even jeopardize your business. Now, more than ever, that’s something no one wants.
Having built, managed, and exited a few companies ourselves, we can relate to the highs and lows you might be experiencing. By reflecting on our own successes and failures over the past decade, we can provide genuine, no-nonsense coaching and support that will help you achieve your goals.
Would you like to attain greater profits and reduced stress, while setting a promising course for future growth? Perhaps we can assist you…
A few of our awesome coaches and trainers...
You...
Better self-awareness and understanding of your leadership team lead to fewer blind spots and improved results...
Unlock Cognitive Diversity with Emergenetics®
There are numerous psychometric tools available, but the Emergenetics Profile uncovers both your thinking and behavioral patterns. These patterns, or preferences, stem from a combination of your genetics (DNA) and life experiences.
Using Emergenetics can improve self-awareness, enhance communication, and create more efficient teams. Knowing your own and your team‘s thought processes and behavioral tendencies can have real, actionable value for your company.
How Does It Work?
Dr. Geil Browning and Dr. Wendell Williams developed the social neuroscience of Emergenetics in the early 1990s. It measures our four Thinking and three Behavioral preferences.
What does this help you with?
- Leadership
- Culture
- Collaboration & Communication
- Cognitive Diversity
- Talent Selection
- Professional Development
Fees – £500 + VAT per profile
Transform...
Designed specifically for Financial Advisory Services Company owner-directors who want to grow and need support in devising a customized strategic plan, complete with the necessary tools and accountability.
We take the time to understand your company’s history, identify the unique challenges you and your business face, develop a realistic strategy based on data, and work diligently to transform your situation. Think of it as the external support that keeps you focused and on track to a better business and lifestyle.
The process will be demanding, but all worthwhile endeavors are. And the result? A true gamechanger for your company.
What do we do together?
- Spend time one-on-one with you to understand you and your company
- Develop a realistic long-term strategy
- Maintain regular check-ins for progress (via email/message)
- Optional monthly 1.5-hour coaching calls
- Quarterly strategic review and issue resolution
- Support line during work hours
- Access to the exclusive community
Fees – £1,000 + VAT per month
*Month 1 carries a higher fee so that we can spend at least a day together for a strategic review.More Info
Focus...
This is ideal for any agency decision-maker who understands what needs to be done but wants a trusted advisor to help sense-check ideas and then support the building of the strategy & maintain traction as things grow.
These best fits agencies looking to make a big company change project or pivot. Sometimes, no matter how clear something may be in your head, having outside perspectives might help. A few nudges in the right direction and support through the knock-on impact of changes could make all the difference. A coaching plan that is focused on a strategy might be the way to go!
How does it work?
Therapy... (1:1 Mentorship)
Ideal for Financial Advisory Services Company owners, directors, or key decision-makers who need a sounding board for ideas or a supportive listener to help resolve issues.
We understand the struggle! It can be lonely, and every problem feels personal or too complex to handle alone. Unfortunately, there often isn’t anyone to discuss the issue, problem, or thought with. Regardless of how well things are going, the cumulative stress can take its toll. Sometimes, you need to unload your thoughts, dissect the interconnected factors, and examine problems from a different perspective on a regular basis to maintain your sanity. A trusted, “Agony-Aunt”-style mentorship for Financial Advisory Services Company owner-directors can provide insights you can’t get from family members or friends.
What do you get from the therapy couch?
- We'll gain an understanding of you and your company, including any backstory
- We'll establish essential rapport and a communication shorthand
- Schedule four weekly 1-hour sessions or adjust flexibly as needed
- Set up a support line for between-session assistance
- Quarterly strategic review and issue resolution
- No-BS clarity, always!
- Access to the exclusive community
