As a financial advisor, you may feel like you have hit a plateau, or even a brick wall at some point in your career. Whether you are an advisor growing your revenue, building your business or looking to monetize it, there are two possible options at a plateau - recharge your business and make changes or, experience a decline.
At The Personal Coach, we help our clients recharge their business momentum. Our mission is for advisors and their teams to ultimately experience three outcomes - confidence, focus and freedom to achieve an extraordinary business and life. We begin by taking you through The Velocity Indicator questionnaire which helps you assess the 15 critical areas of your business - which areas are a priority for you and how you are handling each area.
At The Personal Coach, we help our clients recharge their business momentum. Our mission is for advisors and their teams to ultimately experience three outcomes - confidence, focus and freedom to achieve an extraordinary business and life. We begin by taking you through The Velocity Indicator questionnaire which helps you assess the 15 critical areas of your business - which areas are a priority for you and how you are handling each area.
Services
The TPC Story
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The Personal Coach was established in 2002, with our coaches coming from various backgrounds including IIROC, MFDA, the insurance world, marketing and branding. Each coach has 20+ years of experience in the financial services industry. Our focus is on your agenda, goals and vision and our extraordinary team take a collaborative approach by pulling in the expertise of one another.
Team of Experts
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Our role as coaches is to continually assess, advise, and inspire you and your business to achieve a more prosperous and gratifying outcome. Our members have decades of experience, are deeply involved in the financial world, and have deliberately merged to form a commanding team of coaches who have the formulas, hands-on talent and resources to help advisors develop an exemplary businesses.
Speaking at Your Event
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The coaches at The Personal Coach have been pleased to speak at many conferences, workshops, and organizations both in-person and virtually. I thought it was great to put advisors with their peers. I was looking into potentially getting a business coach so the timing was perfect. Any time you can hear a top producer speak about their business, in an environment like that, you go.
Affiliate Sites
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We proudly offer The MasterPoint Branding Program to advisors who are looking to create a compelling brand and powerful TouchPoints to bring their brand to life. If this is an area you would like to work on, we suggest checking out the website for an outline of what to expect as well as portfolio samples.
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