WHY One-On-One COACHING WORKS
Coaching works because sometimes you don’t. You can have all the want-to in the world, but you need an experienced guide who is skilled at helping you develop a plan for needed change and growth and then support the execution of that plan.
A coach will hold you accountable and help drive you to results you wouldn’t have achieved on your own.
Are you facing these kinds of challenges?
- Initiating and leading change
- Attracting the right type of clients
- Charging appropriately for your services
- Building the team and infrastructure to support your growth
- Growing through acquisitions
- Expanding your digital footprint
All these problems have solutions – individual coaching ensures you don’t have to find them on your own.
COACHING TOPICS
GROWTH
- Client Acquisition
- Revenue Growth
- Marketing
- Digital Marketing
- Mergers and Acquisitions
- Investments
- Referrals
- Insurance
- AUM
OPERATIONS
- Recruiting
- Human Resources
- Hiring
- Accounting Consulting
- Process Improvement
- Agreements
LEADERSHIP
- Culture
- Mindset
- Business Planning
- Entrepreneurship
- Developing Team Members
- Transformational Leadership
- Team Management
- Junior Advisor Coaching
CLIENT EXPERIENCE
- Value Interpretation
- Financial Planning
- Developing Wow
- Client Segmentation
- Client Advocacy Board
- Client Experience
- Timeline
WHAT OUR CLIENTS ARE SAYING
YOUR DUE DILIGENCE PROCESS
Our due diligence process will help us both determine if we’re a good fit for each other. Follow the steps below to start the process. We look forward to learning more about you!
How it Works
Step 1
So you’re interested in hiring D2
Fantastic! Here’s how the process works.
Step 2
Mini-Practice Analysis
Fill this out so we can get an overview of your situation.
Step 3
Are you coachable?
Answer these questions to see if you match the top characteristics of D2 clients.
Step 4
Set an appointment
Let’s talk. Set up a complimentary consultation to tell us what extraordinary means for you.
Step 5
D2 Application and Assessment
Only have a few minutes? Fill out this one.
Want to give us the full picture? Fill out this one.
Contact us
What’s the Right direction for You?
We help financial advisors build an extraordinary life and practice. Fill in the form below so we can find out what extraordinary means for you.