
Business Coaching Fees for Independent Financial Advisors
About Coaching…
We coach via telephone, so it doesn’t matter where you work or live. Our financial advisor clients live all over the United States and Canada. Clients call us for a weekly phone appointment at the same time, on the same day of the week, for the first three weeks of every month.
TELEPHONE BUSINESS COACHING
INCLUDES:
• Three 30-minute or 45-minute coaching calls per month
• Detailed Financial Advisor Business Assessment
• The Prosperous Financial Advisor ™- An Elite Coaching Program for Top Producers Who Want to Maximize Their Potential
• Free Website Consultation
• Personalized Action Plan
• Recap and Action Items after each session
• E-mails and phone calls between sessions
COMMITMENT & MONTHLY FEES:
Six Month Commitment, $400, $500
MARKETING CONSULTING SERVICES
• We can prepare a custom Marketing Plan for you complete with Objectives, Goals, Recommendations and Action Plan. This option is perfect for you if you don't want an going coaching commitment.
INCLUDES:
• Intake session
• Completed Marketing Plan
• Action Plan
FEES:
Hourly Rate $150/hour
Complimentary Sample Session:
If you are seriously considering
coaching, please feel free to contact us. We would love to talk
with you
about your
practice and what coaching
can do for you.
Financial Advisor Complimentary Session Form
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Ready to get started coaching?
Call us: 480-922-1723

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Suzanne Muusers | All Rights Reserved|

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