The Black Belt Financial Advisor Coaching program can assist with:
- Business plan development
- Client management
- Time management
- Practice management
- Risk management
- Value statement creation
- Referral marketing strategies
- Goal setting
- Presentation and communication skill development
- Seminar selling
- Working with junior advisors and administrative staff and more.
One Hour Financial Advisor Coaching: $250.00
Three Month Financial Advisor Coaching Package: $675.00
"David helped me hone in on my relationship skills, portfolio management, and taking control of my business."