I tell them: “I help financial advisors create systems and processes to run their businesses more efficiently so they have more time and feel less stressed.”
“I help advisors take their business to the next freaking level, deliver better advice, and straight up work less.”
“Being a Financial Advisor doesn’t have to mean you live in a state of overwhelm stress and playing catch up all day every day (and sometimes nights and weekends). The more FUN you have in your business doing the type of planning you LOVE with clients you ENJOY…. the more money you will make and the more in love with your business you will be! STOP making it more complicated than it needs to be!”
Financial Advisors come to me when they’re feeling exhausted by marketing for prospects, bogged down in the day to day operations of their businesses, and frankly not making the money that reflects their effort!!!
Together we create a business they love and that loves them back.
I started my own financial planning business in 2004. I built my business into a 7-figure single-advisor firm while working only 25-hours a week so I could be super involved while raising my kiddos. I know what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful.
I’m not a failed advisor turned coach…. I’m still successfully running my own business and I’m simply just obsessed with helping other amazing advisors do the same thing.