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PRIVATE/GROUP COACHING
RESULTS FOCUSED
PRIVATE
COACHING
Strategic Advisor offers private weekly coaching and consulting to a limited number of advisors. These sessions are fully customized to the advisor's needs in terms of topic, scope, and cost and the initial consultation to discuss your practice priorities and consulting needs is always free.
Private and Coaching
ADVISOR MONTHLY
GROUP COACHING
Program goals:
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Professional and Practice Development – delivered through a focused monthly curriculum specifically curated for growth-centric advisors (separate cohorts for new and veteran advisors)
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Coaching Support – delivered through dedicated time each month for open dialog, Q&A and group coaching
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Peer Learning and Network Building – by hand selecting the practices that participate in the program I’ll ensure that participants can learn from the examples and experiences of peers in other top practices nationally
Speaking and Facilitation
COO/Second-In-Command
GROUP COACHING
Program goals:
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Personal and Professional Development – delivered through a focused monthly curriculum specifically curated for top practice team leaders
-
Coaching Support – delivered through dedicated time each month for open dialog, Q&A and group coaching
-
Peer Learning and Network Building – by hand selecting the practices that participate in the program I’ll ensure that participants can learn from the examples and experiences of peers in other top practices nationally
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