Frequently Asked Questions
What do you do as a coach for financial advisors and financial firms?
I help financial advisors and firms grow faster and smarter by combining customized coaching, proven business strategies, and dynamic speaking programs. My approach focuses on practice development—not financial planning—so you can scale your revenue, strengthen client relationships, and create a business you actually love running.
How is your coaching different from other business coaches?
Most coaches take a “one-size-fits-all” approach. I don’t. I get to know your strengths, challenges, and goals so we can design strategies that fit your unique practice. Whether it’s private coaching, group masterminds, or firm-level programs, you’ll get real accountability, creative growth ideas, and systems that work in the financial services space.
Who do you typically work with?
I work with:
Financial Advisors who want to grow and scale their practice
Managing Partners & Firm Leaders who need team strategies and firm-wide development
Financial Services Executives who want high-impact speaking sessions and workshops
What outcomes can I expect from coaching?
My clients see results like:
More ideal clients (and fewer wrong-fit ones)
Higher revenue and profitability
Streamlined client experience models
Clearer growth strategy for their team or firm
More time to focus on the parts of the business they actually enjoy
Do you work with individuals or entire firms?
Both. I coach individual advisors privately, lead group programs like Advisor Edge, and design firm-wide consulting and speaking engagements for leadership teams.
Do you offer speaking or workshops?
Yes! I deliver keynotes, workshops, and breakout sessions for financial firms and industry conferences. My most requested topics include:
Client attraction and retention strategies
Practice growth & segmentation
Advisor productivity & time optimization
Leadership and team development
Leveraging AI
Every session is tailored to your audience and packed with strategies you can use right away.
How do I know if I need a coach?
If you feel stuck, overwhelmed, or like you’re working harder than ever without seeing the growth you want, coaching can help. A coach gives you perspective, accountability, and strategies you won’t find inside your own “bubble.”
What’s your background and experience?
I’m a former financial advisor and managing director with over 20 years in the industry, and hold the ChFC® and CLC® designations. Today, I coach top advisors, firm leaders, and executives across the country. I combine my industry expertise with a proven coaching framework (KNOW. FIND. LOVE.™) to help you grow faster and with more intention.
How do I get started?
Easy…schedule a free discovery call. We’ll talk through your goals, challenges, and see if coaching, a group program, or a speaking engagement is the right fit. Schedule your call here.
What if my question isn’t answered here?
No problem — reach out directly through the contact page. I’ll be happy to answer personally.
You can learn more by visiting the Coaching, Speaking, and Course pages on this website, or contacting me directly to explore the best coaching option for you.