Goal: Enhance the effectiveness of your team communication, dynamics & role delineation
Goal: Create a playbook to optimize your team's proactivity & efficiency
Goal: Enhance selling skills, from initial outreach through closing
Team Compensation to Drive Results & Accountability
Goal: Develop a personalized Team Comp Plan to motivate and align your team
Goal: Strategies & tactics to drive advocacy and growth
Contact Us 610-793-1144
Succession & Continuity Planning and Execution
Goal: Develop a plan for a seamless and profitable transition where all stakeholders win
Developing a World-Class Client Engagement Platform
New Business Development Primer
Goal: Kickstart your client acquisition strategies and activities to drive breakthrough growth
Team Business Planning & Effective Goal Setting
Goal: Create an impactful Business Plan to align & guide your team toward achieving your priorities
DISC, Team Dynamics & Effective Communication
Team Edge offers a full suite of coaching offerings to help you and your team achieve breakthrough results. Every Team Edge coaching engagement is 1:1 with a 25 + year Financial Services industry veteran who has personally been an advisor, built a successful practice, and has a track record of helping others achieve success.
These engagements are designed to achieve fast results in a specific area of focus.
All Goals-Based coaching programs include:
The Team Edge Extended Engagements
These engagements are 6-month, highly personalized commitments to take a deep dive into optimizing you, your team, and your practice.
The Team Edge – the industry’s most comprehensive 1:1 Team coaching engagement, including a full day on-site visit and inclusive of, but not limited to the concepts and resources in all of the above programs. Areas covered may include New Business Development & Client Acquisition, Team Systems & Processes, Continuity & Succession Planning, 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 $13,5000 for a team of 3).
Becoming a Highly Effective Team Leader- Mastering your role as Team Leader for an aligned, motivated, and highly effective team. You will work 1:1 with a coach to enhance your team leadership skills to take you, your team, and your practice to the next level. (includes 1:1 bi-weekly calls, personalized DISC leadership style assessment, $6,850).
Vitality – Practice Management & Wellness coaching program to help you experience your profession and your life in an energized and engaged manner. This unique offering combines an integrated blend of Practice Management and Wellness (Nutrition, Fitness, Recovery, Mindfulness) coaching to live your best life. (Includes personalized Vitality Assessment, personalized DISC report and analysis, coaching sessions with Practice Management and Wellness coaches, Personal Vitality Plan, $9,850).
Advisory Transition – Work 1:1 to develop strategies, scripts, and timelines to substantially move the needle on transitioning to a profitable and scalable Fee-based Advisory Practice (6-month program, bi-weekly calls, workbook, $6,850)
(For the Extended Engagement programs, email John@Teamedgeconsulting / or Click Here to set up a complimentary Discovery Consultation)
Selling Skills for Junior Team Members
Team Processes & Systems to Drive Operational Excellence