Firm EDGE™

Scaling Shouldn’t Be Boring. Coaching Shouldn’t Be Blah.

Your advisors don’t need more noise, and they deserve more than check-the-box training and recycled content. They need real support, targeted coaching, and proven resources that meet them where they are — and help them grow from there.


Firm EDGE™ delivers the energy, structure, and strategy your firm needs to grow—with coaching your advisors actually want to show up for.

We combine real-world insight, proven systems, and a people-first approach to help firms like yours unlock better performance, stronger culture, and advisor growth that sticks.

Because when your people thrive, your firm does too.

What’s Included in Firm EDGE™

✔ Full Advisor EDGE™ Access for All Firm Advisors
Your team gets immediate access to the full Advisor EDGE™ coaching ecosystem:

  • On-demand member portal with deep-dive courses, downloadable tools, and real-world templates

  • Topics include: Prospecting, Client Experience, AI for Advisors, LinkedIn Strategy, Marketing & Branding, Event Planning, Gifting, and more

  • Weekly Live Office Hours for strategy support, real-time Q&A, and collaboration

  • Monthly Deep Dive Group Coaching Sessions with actionable, timely topics to drive growth and focus

  • Tools and resources designed to help advisors take action — without guesswork or fluff

✔ Onboarding + Ongoing Firm Support
We don’t just give your team access — we help them engage and stay consistent.

  • Firm onboarding support to help you roll out Advisor EDGE effectively

  • Step-by-step advisor onboarding guide for internal distribution

  • Email support for firm leadership and operations contacts

  • Optional quarterly usage updates to help track advisor engagement and adoption

  • Access to curated recommendations for your unique firm goals and segments (ex: creative growth strategies for rising stars, new advisors, top producers, women’s groups)

✔ Community and Collaboration
Advisors won’t just learn from us — they’ll connect with peers from across the country.

  • Built-in collaboration opportunities during office hours and coaching calls

  • Real-time idea sharing and feedback from a community of like-minded, growth-oriented professionals

  • A creative, energized coaching culture your advisors will actually want to be part of

Investment & Customization Options

Firm EDGE™ is designed to grow with your team — we’ll help you build the right experience to exceed your goals.

Annual pricing starts at $20,000
Includes full Advisor EDGE™ access for all enrolled advisors.
No per-seat fees. No hidden costs. Just real, scalable support.

Want to customize your experience? We offer flexible add-ons including:

  • Private coaching for high-potential or “movable middle” advisors

  • Quarterly leadership coaching for managing partners or field leaders

  • Custom onboarding sessions or advisor training intensives

  • Strategy consulting tailored to your firm's growth goals

Let’s build a package that fits your firm and fuels your vision.
Complete the quick contact form and we’ll follow up with a personalized proposal based on your advisor count and goals.