Several weeks (usually 3-4) into your online program, I will conduct a virtual coaching session with your team to learn from early successes, answer questions, and address challenges.
I will deliver an in-person, advanced workshop with your team to reinforce what everyone has learned and to discuss how the strategies and tactics can be applied to their specific situations. I will also add new content, not covered in the video training.
You and I will talk before this session to build the agenda to suit your specific needs. The length of this session is usually 3 to 3.5 hours (but could be longer depending on what we’re trying to accomplish.
Following the in-person workshop, I will conduct two more group coaching calls to discuss challenges, answer questions, brainstorm upcoming scenarios, and learn from successes. I allot up to 60 minutes for these calls.
I will be available to you as much as needed before, during, and after the entire program to continue to assist in the reinforcement and referral-culture building.
*Optional: Some firms like me to provide 1:1 coaching time to some or all of their advisors. It’s a good option and we can provide reduced coaching rates since it’s part of this larger program.
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