Coaching with David Leo

My Approach Will Detail All The Key Elements You Need To Implement To Have a Successful Level 10 Financial Advisory Practice

• Develop Your Unique Value Proposition
• Formally Segment Your Book & Analyze The Results In A New and Exciting Way
• Answer The Question, “How Many Clients Can I Effectively & Efficiently Manage?”
• Detail Your Client Service Promise For Each Client Tier (And Client Where Required)
• Define & Implement Your Six Core Client Facing Processes:
  • Intake Process
  • Financial Planning Process
  • Risk Management Process
  • Consultative Investment Planning Process
  • Client Service Process
  • Client Planning & Review Meeting Process
• Understand The Value You Deliver to Your Right Clients
• Evaluate the Cost of Your Deliverables
• Develop Your Business Plan
• Develop a Quantitative Metrics Accountability Plan
• Develop & Implement Your Marketing & Sales Approaches

Our focus will be on the processes and functions most appropriate for growing your business by bringing organization and structure to your unique practice.

Next Step

Fill out my strategy session application and we'll talk.