Frequently Asked Questions

What type of coaching do you provide for financial advisors and firm leaders?

I specialize in practice development coaching for financial advisors, firm leaders, and C-suite executives looking to scale their businesses without losing the personal touch. My coaching focuses on business growth, client experience, prospecting, team development, and strategic differentiation to help advisors attract and retain their ideal clients. I also offer group coaching, private concierge coaching, and firm-level training programs.

How is your coaching different from other financial advisor coaching programs?

Unlike generic coaching programs, I take a highly customized approach. I don’t believe in cookie-cutter strategies. Instead, I help advisors and firms leverage their unique strengths to build a business that aligns with their values and goals. My coaching is focused on real-world implementation, accountability, and strategy, ensuring you get results — not just more information. Plus, my background as a former advisor and managing director gives me an insider’s perspective on what actually works.

Who is the best fit for your coaching programs?

I work with driven, successful financial advisors, firm leaders, and executives who want to take their business to the next level. My ideal clients are:

  • Growth-oriented advisors looking to scale without sacrificing client relationships

  • Firm leaders who need a proven strategy for team development, recruiting, or firm expansion

  • Executives in financial services seeking practice management consulting or leadership coaching

  • Advisors at any stage who want to refine their approach to prospecting, client engagement, and business development

If you’re ready to stop winging it and start implementing proven strategies tailored to you, my coaching might be a great fit.

What results can I expect from working with you?

Clients who work with me typically see increased revenue, more ideal clients, and greater efficiency in their practice — without feeling overwhelmed. Specific results include:

  • A clearer, more effective growth strategy

  • Higher client retention and referrals

  • More efficient systems and processes for scaling

  • Stronger personal branding and market positioning

  • Greater work-life balance and enjoyment in their business

Ultimately, my coaching is about helping you grow faster while working smarter.

How do I get started with coaching?

It’s simple! If you're interested in private coaching, group coaching, or a firm-level program, you can:

  1. Schedule a quick call to discuss your goals and see if coaching is a fit.

  2. Join my group coaching program (Advisor EDGE Collective) for monthly coaching, members-only summits with industry thought leaders, and exclusive access to our full content library.

  3. Connect with me to discuss firm training or a speaking engagement to bring strategic insights to your team.

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.