Our mission is simple: to help financial advisors and
advisory firms embrace change and thrive.
We believe that:
- Many of the “traditional practice management principles” that have been taught over and over in our industry are no longer relevant.
- As technology advances and consumer needs, preferences and personas change, advisors have to starting thinking about their businesses and their teams in an entirely different way.
- Advisors and firms need BOTH consulting and coaching in order to evolve their practices into durable yet flexible businesses.
