When I’m asked what kind of work I do with advisors, I say “it’s usually about filling in the gaps”. Here is what I mean by that.

Nine times out of 10, when an advisor calls me, they have already built a pretty good firm. They’re making money and they usually know exactly where they want to go but they’re not sure how to get there. They’re not sure how all the pieces of the puzzle fit together. Sound familiar?

So, that’s when I come in. I use a process that examines every aspect of your practice and I benchmark it against where you want to be or what is generally accepted practice management within the industry. Then, together, we come up with a plan for “filling in the gaps”. I am a little different from other coaches in that I am also a hands-on implementer. What does that mean? It means I’m going to stick around and help you implement it.

In my opinion, filling in the gaps is what a good business coach does. They are also the person always looking at the big picture so you can focus on the day-to-day activities of the firm because let’s face it, as a small business owner, this is where most of your energy is spent. But there is a difference in spending your energy on planned activities that take you toward your goals and just putting out fires.

I would highly recommend you look at hiring a coach to help you get to the next level or wherever you want to go. After all, why not hire someone who has done this before and can bring ideas and enthusiasm to the table. Why not give me a call or drop me a line