The Strengths-Driven Advisor
1:1 Coaching
Starting at $750/month
In 1:1 coaching, we use the Gallup CliftonStrengths assessment to uncover your natural wiring and create a strengths-based approach to your business. Together, we’ll evaluate every aspect of your practice—from client segmentation and networking to prospecting strategies and future scaling—all while focusing on creating consistency and reducing the stress of dropped balls. Through weekly 45-minute sessions, we’ll set and track progress toward goals tailored to your unique vision, ideal clients, and team needs. The result? A more streamlined and sustainable business, an elevated client experience, and a practice that thrives with steadiness rather than peaks and valleys.
4 Week Strengths-Driven Advisor Coaching Experience
$1050
The Strengths-Driven Advisor Package is a focused, four-session coaching experience designed to deliver clarity and confidence for financial advisors. Starting with the Gallup CliftonStrengths assessment and Full 34 Report, we’ll dive into your unique strengths, exploring how they influence your business and addressing current challenges. In just four 60-minute sessions, you’ll gain actionable insights into how to bring your authentic best self to your work and make meaningful business improvements. Ideal for advisors seeking a quick, impactful experience, this package offers increased confidence, tailored strategies for greater effectiveness, and a renewed focus on what’s right with you—helping you unlock your full potential.
Advisor Team Package
Advisor Onsite
Starting at $1800
Transform your team’s dynamics and performance by leveraging the power of Gallup CliftonStrengths. Optimize individual and collective strengths to foster a more cohesive, productive, and engaged team. The Advisor Team Package leverages the Gallup CliftonStrengths assessment to help financial advisor teams understand how each member can contribute at their highest level. By examining individual and team dynamics, behaviors, tendencies, and capacities, we provide personalized insights to optimize collaboration and performance. Ideal for teams with at least one support staff member or advisor partner, this package informs how team members work best, are motivated, and excel in tasks, communication, and accountability. Teams who engage with this package experience growth in camaraderie, healthy conflict, communication, accountability, and overall wellbeing, fostering a stronger and more effective workplace culture.
Starting at $3500 + Travel & Expenses
Your location. Your needs. Our expertise. The Advisor Onsite Experience is a fully customized, in-person coaching and strategy session tailored to meet the unique needs of financial advisors and their teams. Combining the insights of the Gallup CliftonStrengths Full 34 assessment with at least one full day of hands-on visioning, planning, and development, this experience is meticulously designed to drive results. Whether focusing on strategic planning, team building, process refinement, or long-term business growth, this immersive package offers a blend of individual coaching, team workshops, and facilitated trainings. Led by coaches who specialize in working with financial advisors—predominantly women—this is the ultimate experience for advisors ready to invest in their success and align their vision with actionable plans. Pairs well with the Advisor Team Package as a culminating experience.