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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Prosperity Coaching LLC, Business Coaching for Entrepreneurs

Contact Us: Call 480-922-1723

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