Insights, expertise and coaching from BOTH: 


    1) A leading coach who has personally worked with many advisors to optimize their multi-million dollar succession plans

                                                                                              AND​​

    2) A council level producer who has recently executed his own highly successful succession plan after years of laboring over every detail.


This program is customized to your specific opportunity and needs including timelines, scripts, key considerations, best practices, mutual agreement guidance, comprehensive financial considerations, clarification of your firm's succession platform, readiness coaching and work-life transition discussions. 

The Complete Succession Plan:  A comprehensive coaching program to help you optimize your multi-million dollar opportunity

 
​Building AND Growing 

 Financial Services industry's best performing Teams

Contact Us   610-793-1144

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12-Month Coaching Outline:


While this outline covers all components of a complete succession plan, every practice and every succession plan is unique. Key deliverables are customized based upon the circumstances and timing of the transitioning advisor and successor advisor/team. 


Potential preliminary step:

For advisors who have not identified or selected a succession advisor(s), we will help you:


  • Understand your unique Value Proposition
  • Define what motivates you and your potential partner(s)?
  • Provide business analyses of your practice and potential succession candidates
  • Clarify your Succession Plan opportunity and timeline, developing a roadmap for success


Throughout the 12 -24 month engagement:


  • 1:1 coaching of retiring and inheriting advisors executing the succession plan
  • Business Analytics analysis
  • Detailed review of your firm's succession plan offering and appropriate timing of notifications 
  •  Virtual meeting with every advisor and support staff member involved in the transition
  • Personalized and Team View DISC behavioral style report for every stakeholder to optimize role delineation, communication, goal setting, and accountability
  • Develop a customized timeline to guide your transition to its successful execution
  • Evaluate financial considerations of the plan for all stakeholders, including split revenues expenses, pre- and post-transition
  • Client relationship analysis to assess and implement optimal coverage
  • Identify best practices/key conversations/negotiations and coaching all parties toward a seamless and successful transition
  • Individual and Group virtual meeting throughout the program for all to discuss progress, obstacles, necessary adjustments, and refine next steps
  • Customized marketing rollout, verbal and written scripts, and social media updates for sharing plan with clients
  • Start-to-finish assessments, evaluations, follow-up, and guidance


Why consider coaching for your Succession Pan?


There are many moving parts and intricacies in an advisor's Succession Plan, working toward the next generation of a legacy. Prudent advice and experienced counsel can help you realize all of the potential benefits from your life's work.


Program Cost: $28,500 for 1-year program, for a team up to 6 members, including all tools and assessments. Additional $1,000 per team member over 6 associates. Reduced rates, $16,500, for 2nd year. $6,500 each additional year, if needed.



​Team Optimization Program:  A comprehensive coaching program for established teams looking to improve their productivity & efficiency


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The Industry's most comprehensive 1:1 Team coaching engagement. This customized 6-month program helps you make sure your team is operating at the highest level. Areas covered may include New Business Development & Client Acquisition, Team Systems & Processes, Team Leadership, Accountability, Compensation Strategies, Operational Excellence for a Proactive Practice, Motivating Team Members for Team Success, Client Experience Mastery, Pricing & Profitability Strategies, Role Delineation & Team Dynamics (pricing varies depending on team size, starting at $13,500 for a team of 3).