WORK TOGETHER
Coaching & Consulting Engagements
For advisors looking for ongoing support and are ready to make a commitment to work on their business.
Unlock the power of coaching and consulting with Jennifer to take your business to the next level. Together, over the course of the engagement, we can navigate the unique challenges and opportunities in your business, optimize processes to create efficiencies and elevate your client experience.
With my dedicated support, you get access to 20+ years of knowledge and experience from working alongside advisors in and on their business.
DETAILS
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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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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
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Guidance and accountability to keep you moving forward
Consultation
Hours
For advisors looking to get feedback and guidance for a specific process, challenge, or opportunity.
Get support to point your team in the right direction with 60-minute consultations. Your team can gain clarity, valuable feedback, and guidance to refine a specific process or leverage accountability support for your business goals.
Tap into my 20+ years of knowledge and experience that will point your team in the right direction and help you get to your goals.
DETAILS
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Online Intake / Discovery Process to understand your needs
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A 60 Minute Virtual Consultation Meeting to review, provide feedback and outline the next steps for the team
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Email Support with you / team to help with implementation
* Limited to one topic per consultation
* Limited spaces available per month
*Available to purchase multiple consultation hours (monthly, quarterly, and semi-annual packages)
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, we will work together to refine processes and implement the tools, and resources 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.