The Issue
In 2021, the Client wanted to double their assets under management over the next five years and expand their business to a new state. The client had been working 80 hours a week for the past 25 years and was a great financial planner/advisor but wasn’t sure as how to grow the firm’s business in another state. They had the skills as an entrepreneur, but was not sure how to take his practice and double it.
The Solution
We created a Customized Business Coaching Plan that included: sales training in all phases, a marketing plan development that would be acceptable to compliance, business development plan, communication training and employee training.
