Financial Professionals

Financial Advisor Coaching

Get more results in your financial practice faster and with less effort.

Building and sustaining a successful financial practice is extremely challenging these days. You must be juggling priorities including:

Constantly adjusting to rapidly changing markets.
Implementing new processes to meet industry standards.
Complying with ongoing changes within your organization.
Developing your technical skills.
Maintaining your professional designations.

While dealing with the above, you must also manage your own practice and staff, take care of existing clients, and prioritize new client acquisition while also attempting to get some quality free time for yourself. It can be stressful, challenging and exhausting with little time to recharge and regroup. If you can relate to the above, Andrew can help you. Your coaching sessions will include:

Private coaching sessions in which you have time to work on your business instead of in your business.
Time to look at the big picture and gain a fresh perspective.
Proven strategies and resources for marketing, sales, and generating high-quality referrals.
Proprietary practice management tools that will significantly enhance your productivity and results while increasing your free time.

Andrew has coached hundreds of financial advisors to get ahead faster. If you choose to work with him, you can expect your income, confidence, and momentum to increase rapidly while you experience more pleasure and less stress in all areas of your life.

Client Testimonial

“After 6 years as a financial advisor, I was determined to grow my business faster. I knew I needed to be more efficient and work smarter, not harder. I chose Andrew to help me because he had coached many of the most successful advisors in our company. Together we decided to focus on four areas: 1) Segment my client base for maximum effectiveness; 2) Develop ways to initiate and strengthen relationships with high quality centers of influence; 3) Implement creative strategies for prospecting and referral generation that are effective, comfortable for me and compliment my strengths; 4) Use my time (and my assistant’s time) more productively.

In just one year of using Andrew’s coaching, strategies and support, my practice has transformed and is growing at a rate that I never thought possible. My business is healthy and growing while my confidence is at an all-time high.”

Coralee Katzberg, BA, CFP
Owner, Benson View Private Wealth/Canada Life