We help financial advisors build excellent businesses. Here’s how to start.
All new clients start with 5 hours of one-on-one coaching with Steve over the course of 40 days. We get extremely clear on what you want to achieve, build the detailed execution plan, and create the scorecard to monitor results. You get full access to the P3D online training tools. By the end of this period, you know exactly what you want, what you need to do to get it, and the tools and confidence to make it happen.
By mutual agreement, advisors who complete the 40-day Intensive Coaching can become a monthly coaching client. Here, you’ll work with Steve twice per month for 90 minutes to drill deep, hold you accountable for executing your plan, and build your excellent business.