Increase your ROI with the Wealth Enhancement Process
The people who support Financial Advisors through the program
Presidents, Managing Directors, Partners, Sales, Marketing, Human Resources, Financial Planners and Brokers
Financial Planners talk about the Wealth Enhancement Process
Register and Improve your Return on Investment, and Return on Life

Coaching Services - Continued support during implementation


Our coaching is designed to help you implement

We deliver implementation coaching. We help you work through the action plan you developed in the Workshop to achieve your specific objectives. An important aspect of our coaching program is to hold you accountable for working through the pre-determined action steps necessary to reach your goals. Remember, 75% of CEOs fail due to lack of execution. Our Wealth Enhancement Process® coaching
helps you execute your action plan and helps drive your success.


We coach in small groups as well as one-on-one. In the small group format you can hear first-hand the roadblocks facing your colleagues. In many instances others have already worked through what might be bogging you down. You can learn from their experience. You have the opportunity to develop friendships and business relationships with others who are speaking the same "language" as you—the Wealth Enhancement Process®. A critical aspect to the group work is the individual assignments. These assignments are designed to hold you accountable for your success. Our coaching tools help you report progress and keep you on track.

We have three key components to help you succeed

  • Impact Calls

We deliver implementation coaching. Scheduled 30 - 45 minute conference calls with your coach twice a month. We help you work through the action plan you developed in the Workshop. We help you implement the Wealth Enhancement Process® in your practice and to achieve your specific objectives. An important aspect of these calls is to hold you accountable for working through the pre-determined action steps necessary to reach your goals.

  • Focus Calls

These are 1-hour conference calls hosted by an expert on a specific aspect of the Wealth Enhancement Process® or the infrastructure necessary to support the process. The idea is to learn from experts, get feedback from members, as well as to answer your questions. There are four to six focus calls per year.

  • Consultancy

Your coach will also facilitate up to four hours annually of consultancy on a variety of topics, including technology, operations, financial management or marketing. This one-on-one coaching is also conducted via telephone. Where necessary your coach arranges sessions with some of our key strategic partners. This way we can help you work through issues that are specific to your business


Download a complete coaching brochure in PDF format

Register for our next Event or Workshop

 

 

 

 


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