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Private coaching

ONLY 13% of financial advisors feel in complete control of their time.

–FPA Reseach

90% of financial advisors do NOT feel in control of their business.

–Bloomberg Businessweek

Our private coaching experience for managers typically addresses leadership and team productivity.  We help you lead your team more effectively while guiding your financial advisors to produce more. More referrals, more income, more productive communication, more teamwork, more effective leadership and more personal productivity.

We are selective in who we coach. We look for financial advisor team managers who are coachable, eager to learn new things, willing to be open and honest, and ready to move forward. If this sounds like you and you’re ready to UNCORK your productivity, then please get in touch to schedule a conversation.

Depending on your goals as a team manager, here are some results you can expect:


Leadership/Team Productivity

  • Enhance your relationships with your employees and FAs
  • Deepen your understanding of the needs of your team members
  • Experience communication success and broaden your leadership skills
  • Reduce frustrations & conflicts among employees and FAs
  • Increase your team’s effectiveness
  • Support the needs of your FAs with exceptional coaching skills
  • Learn to capitalize on an individual’s natural strengths


Personal Productivity

  • Complete more tasks in your day
  • Increase your comfort with prioritizing and delegation
  • Quiet your brain clutter for greater focus and concentration
  • Manage your distractions, interruptions and time thieves
  • Balance your work, needs, and values
  • Gain control of your calendar
  • Create productivity systems that fit your style of work
  • Manage and process your email
  • Leverage technology to save time
  • Create internal systems that can be duplicated with ease