The Personal Coach | Business Coaching for Financial Advisors Information

We are a team of business coaches working with some of the most committed and successful financial advisors across Canada. We help advisors and their teams in all stages of business. We are very proud of our history. We have been building a team of coaches since 2002. Our coaches each have 20 + years of experience in the financial services industry and come from various backgrounds including IIROC, MFDA, the Insurance world and marketing and branding. We are an extraordinary team of 10 people who take a collaborative approach. We have chosen this as a career because we are passionate about helping people. We bring success, experience and perspective to the table. Advisors tell us that we become a part of their team. We get it! We provide customized one-on-one business coaching for financial advisors and their teams to drive results and realize confidence, focus and freedom. Our team of coaches has expertise in the 13 critical areas of an advisor’s business and understands the challenges advisors and their teams may be experiencing, whether it be: Creating and implementing a strategic plan Developing effective workflow, Implementing systems and processes Differentiating the business in a crowded marketplace Hiring and keeping the right people Acquiring businesses/blocks of business Succession planning Creating the right momentum in your business has a lasting effect. Whether it is improving your productivity, increasing revenues or building committed teams, to name a few, our mission is for advisors and their teams to ultimately experience 3 outcomes to keep their energy fully charged - confidence, focus and freedom in business and in life. We start with a Complimentary Consultation to explore fit and determine direction. Our coaches come to your office and work with you and your team. When not working face-to-face, we have regular phone meetings to make sure strategies are being implemented.