The Personal Coach provides customized one-on-one business coaching for financial advisors and their teams to drive results and realize confidence, focus and freedom. Our team of coaches have expertise in the 13 critical areas of an advisor’s business and understand the challenges advisors and their teams may be experiencing. We help with creating and implementing a strategic plan, developing effective workflow, systems and processes, differentiating the business in a crowded marketplace, hiring and keeping the right people, acquiring businesses/blocks of business as well as succession planning. Creating the right momentum in your business has a lasting effect. Whether it is improving your productivity, increasing revenues or building committed teams, to name a few, our mission is for advisors and their teams to ultimately experience 3 outcomes to keep their energy fully charged - confidence, focus and freedom in business and in life.
We are a coaching company working one-on-one with some of the most committed and successful financial advisors across Canada. We help advisors and their teams in all stages of business. We are very proud of our history. We have been building a team of coaches since 2002. Our coaches have 20 + years of experience in the financial services industry and come from various backgrounds including IIROC, MFDA, the Insurance world and marketing and branding. We are an extraordinary team of people who take a collaborative approach. We have chosen this as a career because we are passionate about helping people. We bring success, experience and perspective to the table. Advisors tell us that we become a part of their team. We get it!