COACHING & CONSULTING ENGAGEMENT
Let's Dig Into Your Business and Accelerate Your Success.
Unlock the power of 1:1 coaching and consulting with Jennifer to make your business a magnet for success.
As your dedicated Fractional Practice Management Consultant, you get access to 20+ years of knowledge and experience to support you in your business growth goals.
What to talk?
Schedule a free 30-minute call to chat about how we can work together.
The Process
Looks familiar, right? :)
Discover & Onboard
We start with an intake process to confirm there is a fit in working together to meet your needs.
To complete the onboarding process, I will meet with the team to obtain a deeper understanding of your business, where you are now, where you want to go and how we can get you there.
Plan
Together, we get clear on your business growth goals to determine your team's priorities. They will be documented in your personalized roadmap / 90-day strategic action plan to guide the team throughout the engagement.
Implement
We will support you through the engagement via coaching, consulting and collaboration with the team to navigate your unique challenges and opportunities and execute the action plan. You will receive valuable tools and resources that will refine and optimize processes, boost efficiencies, manage capacity and increase profitability while elevating the client experience.
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Measure Success
We will manage and track the team's progress with regular updates to your action plan while keeping you accountable and moving forward to reach your goals faster and take your business to the next level.
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Monthly or semi-monthly coaching calls
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Onboarding call(s) with your team to understand business and assess your needs
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Business plan review to understand your business growth goals
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Guidance and accountability to keep you moving forward
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Implementation support between coaching calls with you / team
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Action planning to identify and align priorities, outline next steps, and track progress to measure results
* Only 10 spots are offered to enable me to properly focus on your team
* Different service packages to meet your needs
* Available in 6 and 12 month engagements
Coaching & Consulting Engagement
Starting at $999 / month
What You Get
A Dedicated Fractional Practice Management Consultant - Partnering with a select number of advisors allows me to dig deep into your business and become an invaluable extension of your team. I am your trusted partner offering insights and strategies custom-tailored to elevate your business.
An Enhanced Client Experience - With a focus on the client experience, you will be in a stronger position to grow with more right clients and nurture your most valued relationships.
Strategic Decision Making - Build the business you want. Get the guidance and support to help make decisions for your business, clients, and team to move your business forward.
Improved Efficiency - We will collaborate on creating, reviewing, and refining processes that enhance and elevate your client experience, create capacity to grow with more ideal clients, making your business scalable and more profitable.
More Ambitious Goals - Big goals are made with smaller steps. With my support and resources, your business plan will come to life. Together, we'll craft a roadmap that transforms goals into reality, empowering your business to reach greater heights.
My Approach
Personalized Support - Your business is unique and requires a tailored approach to align with your specific needs and goals. You know what you want for your business, you need someone to help keep you accountable or for added support to keep you moving in the right direction.
Collaborative Partnership - It's important that the work we are doing is an investment in your business. Based on your priorities, unique challenges and opportunities, we will work together to refine processes that will benefit your team and clients.
Valued Resource - After 20+ years in the industry, working alongside countless advisors, I am here to share my experience and knowledge. I want to make sure that I am adding value through insights, best practices, tools and resources that focus on elevating your business and the client experience.
This is for you if...
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You are an advisor aiming to expand your business, implement or refine processes, and seek dedicated support to elevate your client experience.
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You know the value of investing in your business. You want to prioritize working on your business this year and turn your annual business plan into 90-day strategic action plans to implement and achieve your goals.
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Your business is growing, or the growth has stalled due to limited resources and capacity.
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You are looking for ongoing support and are ready to commit to work on your business.
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You are looking for an accountability partner to keep you and your team on track to your goals.
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You are a Goal Getter Member and would like some added support.
