Client’s income doubled, assets under management tripled in one year.
The Issue
Client was doing well but could not find any way to get to the next level. Had been working 80 hours a week for 20 years. He was a great financial planner and advisor but had not skills as an entrepreneur businessman or business manager.
The Solution
Customized Business Coaching plan that included: Sales training in all phases; marketing plan development that would be acceptable to compliance; business development plan; communication training.
