Are you a financial advisor, CPA, bookkeeper, attorney, consultant or coach who is looking to differentiate and spend more time doing what you love?

I’ve created a peer-to-peer group, we get together regularly on calls to address many of the challenges we face by sharing industry next practices (the step beyond best practices) so we can become the navigators that people are seeking.

Life for financial advisors, CPAs, attorneys, consultants and coaches have changed immensely over the last two decades. The world is more complex, and change is happening faster than ever leaving many professionals operating in industries that are living in the past. These firms are run by folks who built and grew their businesses decades ago and are now leading their employees and clients to an uncertain future. You might hear them say things like “this is how we’ve always done it”.

And then there are those who create value by leveraging leadership, relationships and creativity to transform their industries.

Challenges: Do any of these challenges sound like what you are going through?

·         Commoditization of core services – How am I different? Is it obvious to others?

·         Greater client expectations – I feel like I need to be everything to everybody.

·         Time constraints – It’s great that I’m busy, but it gets overwhelming.

·         Growing the practice – Fires pop up left and right, so I am just trying to maintain. 

·         Recruiting difficulties - Top talent can be expensive, training takes time, and people don’t seem to stay in the same place very long these days. 

Solution:

As a peer-to-peer group, we get together on monthly calls to address many of the challenges we face by sharing industry next practices (the step beyond best practices) so we can become the navigators that people are seeking. Our approach leads to:

·         Shaping fulfilling roles

·         Differentiation

·         Increased revenue while spending more time doing what we love.

·         Increased employee and client transformations and satisfaction.

We provide oversight and guidance to clients in all areas of their lives by collaborating with talented professionals in the following fields:

·         Tax and Accounting

·         Financial Planning

·         Risk Management

·         Investment Management

·         Estate and Legal

·         Consulting and Coaching

o   Health

o   Relationships

o   Business

Next Step: How can you contribute?

We are selective and only looking to work with others who we feel are solid and a good fit. Complete the intake form to schedule a call so we can find out more about your practice and how we may be able to contribute to each other’s futures.