A Note from Our Founder:
- By encouraging advisors to think differently about their practices, clients and the industry.
- By rejecting some of the practice management “best practices” that have been taught by firms for years.
- By challenging the industry’s view of what “success” looks like… and on that note, what a successful advisor or practice management coach looks like.
I am proud to partner with the following coaches and consultants to help drive the Thrivos mission. Our coaching partners are all independent business owners themselves, all experienced in objectively consulting and coaching financial advisors. Meet them below.”
Heidi Hoium
Business Coach and Founder at Ironworks Team Consulting
Ideal Advisor Client:
- A values driven, high producing advisor with a growth mindset and a proven track record of success.
- Someone who has a clear vision and values having a partner help them get there faster and more efficiently.
- Minimum of two team members.
Kelly Kluge
Business Coach and Founder at Kluge Advisors, Inc.
Specialties: Business process optimization, organization structure and design, infrastructural efficiency, compensation strategies and performance management., operating agreements and entity agreements/ contracts
Ideal Advisor Client:
- A financial advisor team or advisory organization looking for transformational coaching; can be a large or small organization.
Services: One on one advisory team coaching and project-based consulting.
Cynthia Spigel, JD, CFP
Business Coach and Founder at Spigel Strategies and Solutions
Ideal Advisor Client:
- An advisor with a humble mindset and desire to be better
- Someone who appreciates having a strategic thinking partner
- Average revenue between 500k and 2mm with a team of 3-15
Katie McKenna
Leadership Coach, Motivational Speaker & Best Selling Author
Ideal Advisor Client:
- Advisors and business owners looking to overcome personal and professional obstacles and hurdles
- Professionals feeling “stuck”
- Individuals looking to “work on themselves” and be better leaders, business owners, partners and friends
Read More
Download Bio Sheet
Antoinette Brookshire
Operations Manager at Thrivos
Antoinette is a native of Long Island, New York. She earned an MBA from Long Island University and has worked in the financial services industry since 2001. Antoinette has also worked for H&R Block preparing personal and business returns as well as teaching tax preparation courses during the off-season. She held a few roles at Merrill Lynch, but her greatest joy… was furthering the financial education of young people as part of the company’s philanthropy team.
Antoinette developed skills in graphic design which helped further her love for serving others. She enjoys giving back to her community through various volunteer opportunities with her local church, New York Cares, and the American Heart Association.