Group Coaching

Group coaching provides a cost-effective way to learn new skills and strategies along with a great opportunity to share successes and challenges with your peers in a small group environment. 

Building Your Path to Growth

Times have changed, and it is harder than ever to develop and establish a successful practice as a financial advisor. Old methods of building business and gaining clients need to be adapted to today’s world.

The strategies we address in this group coaching program represent subtle, but effective shifts to make advisors more successful in today’s environment. In addition to growth strategies, advisors learn ways to better connect with prospects and focus on solving their pain points.

Six‐month group coaching program format

  • Custom groups of 6‐10 advisors
  • Four group webinars where participants learn specific strategies for business development and the psychology of communication (45‐60 minutes)
  • Eight positive accountability group calls (45‐60 minutes each)

The fee for Building Your Path to Growth is $795 per participant.  The March cohort is enrolling now!

For more information or to enroll, email Adam at