Coaching / Training

Quick Start Coaching | $275/hour

During this 1-hour personalized call, we offer an assessment of your financial advisor practice and provide valuable feedback to help you grow your business. Our advisor clients typically want to know how to effectively learn Social Security income planning, how to market it and how to use the most suitable tools that work within their practice. Our conversation will include the following aspects of Social Security income planning with respect to your practice:

  • Assess the state of your business
  • Suggest resources for you to create added value
  • Formulate a general marketing plan
  • Introduce prospective software solutions
  • Help you set broad-brush goals for implementation

Email us with any questions or to set up your call.