COACHING, SPEAKING, & FACILITATION

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RESULTS FOCUSED

PRIVATE

COACHING

Strategic Advisor offers private weekly coaching and consulting to a limited number of advisors.  These sessions are fully customized to the advisor's needs in terms of topic, scope, and cost and the initial consultation to discuss your practice priorities and consulting needs is always free. 

 
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RESULTS DRIVEN

SPEAKING &

FACILITATION

As a resource to management teams, Strategic Advisor can
and has assisted on a variety of projects including:

  • Moderation of High-Performance Builder Groups

  • Facilitating Enhancement Modules For New Advisor Training

    • Enhanced Practice Process and Procedures

    • Practice Management

    • Adding Staff/ Building a Team

    • Perfecting your Intro

    • Personal Success By Design

  • Design Assistance with Network Vision, Mission and 5 Year Roadmaps

  • Balancing Management and Personal Production Obligations