Individual & Team Coaching Programs

Leadership Coaching

Peak performance‏ coaching based on emotional intelligence research. Train your leaders to have a crystal clear vision for their business and personal success.  Our Peak Performance Leadership curriculum will focus on how to increase and maintain confidence, improve and maintain levels of motivation, manage energy levels and the goal setting theory. Includes access to our online A2A e-learning platform which includes content from in-depth industry research and development. $6000 + HST


Advisor Coaching

The goal of this 12 month program is to motivate professionals in the financial services to achieve focus and advance their practice, performance and personal lives.  “The best financial advisors are not born they’re made”. Includes access to our online A2A e-learning platform which includes content from in-depth industry research and development. $6000 + HST

Advisory Team Coaching

24 team coaching sessions (2 per month) over a 12 month period. Includes access to our online A2A e-learning platform which includes content from in-depth industry research and development. Teams consist of two or more members. 

$4000  + HST, per team member


Corporate Programs

Corporate Coaching Programs

Our programs are individually customized to meet each organization’s needs and objectives. Includes access to our online A2A e-learning platform which includes content from in-depth industry research and development. CALL FOR A QUOTE 

Personal Mentorship Program

12 Month Program

A mentor has the power to impact every facet of your business by helping you to define and build processes around all aspects of your business.  With over 25 years of teaching and training such processes,  we will help you to implement these into your practice by developing:  The Ideal Client Profile, The Referability Process, The Targeted Introduction Process, The Personal Network Process, The Investment Planning Process, The Tax Minimization Process, The Risk Management Process, The Retirement Planning Process, The Estate Planning Process and many others.   Includes access to our online A2A e-learning platform which includes content from in-depth industry research and development.  $6,000 +  HST

Advisor Turn Key Prospecting Seminars and Workshops

Option 1 –  A unique and engaging presentation is scheduled with 6-8 weeks lead time to give the advisors ample prospecting time. Daniel delivers the Keynote Presentation to a targeted audience of prospective clients and guests. These turn-key events help advisors identify, source and convert more prospects into clients. 

$3500 + HST

Advisor Prospecting Events Plus

Option 2 -  Prior to the actual event, Daniel and Tina deliver a 2 hour training workshop that help advisors focus on their ideal client profile, gain introductions and leverage social media strategies to help fill the venue. Automatic registration and confirmation campaigns are created for your prospects, making it easy to RSVP and track your attendees.  All scripts, processes, templates and tools are shared via the cloud for easy access. $5000 + HST

Advisor Training Workshops and Programs

Financial Advisor MasterSeries Program

9 Classroom Delivered Curriculum (2 hrs per class) . Workshops include the Tax Planning Process,  Investment Planning Process, Risk Management Process, Referability Process and the Targeted Introduction Process.  Minimum of 15 participants per workshop. In person or virtual learning offered. Group rates available. 

CALL FOR A QUOTE

Keynote Speaking

Technical and Marketing Presentations for Advisors

From "Tax Planning for Financial Advisors" to "PainFREE Prospecting : Growing Your Business Through Referrals and Introductions", these seminars have been developed to provide financial advisors of all tenure the ability to take their businesses to the next level. $5000 + HST

Client and Prospect Seminars for Advisors

Our variety of client acquisition seminars range from "Tax-Efficient Investment Strategies" to "Protecting Your Estate from Creditors, Taxation and Your Family".  All seminars are targeted towards your Ideal Client Profile. $5000 + HST

Personal and Professional Growth for Leaders

Focused on driving passion, strengths and peak performance, we deliver content, custom designed, to drive optimal human functioning in leaders and those they lead. $7500  + HST

Recruitment and Social Media Solutions

Sourcing and Hiring Talent

The need to source and hire financial services Talent has never been as critical as it is today.  Through our database of thousands of entry-level and industry professionals, we streamline the process and deliver the ideal candidate effectively.  $3500  + HST, per hire

Social Media Prospecting

LinkedIn Prospecting for Clients and Recruiters. Sharing social media tools, processes and strategies to create leads and prospect effectively. Whether you’re a financial planner, insurance agent, mortgage broker,investment advisor, branch manager or recruiter, Tina can help you connect with the right people and build your pipeline. 

 Call for a Quote.