Executive Business Coaching
The ultimate in customized growth planning and accountability is working with one of our expert business coaches. They not only understand what it takes to grow an advisory firm, they know how to help advisors live life on their own terms.
How it Works
When you become a Coaching member, you’ll be assigned a business coach who will function as your guide, accountability partner, and think tank. Your coach will walk you through any uncertainty, celebrate your successes, and answer your questions.
You’ll have monthly calls with your designated coach, ongoing email support, and access to Carson Coaching Online—your home for industry-leading, on-demand practice management education.
A Full Coaching Roster Supporting You
You don’t have just one coach working for you. There is a whole team of coaches with different backgrounds and strengths meeting regularly to provide additional support for your business.
Our coaches discuss any hurdles, opportunities, or challenges that advisors face. Not only do you get access to coaches with years of experience working with advisors like you, they are working with industry thought leaders to make sure you’re receiving relevant, actionable advice.
98.7%
of Coaching members would recommend their coach to a fellow advisor
What You Receive
Your dedicated coach will consult on every area of your firm: marketing, client relationships, budgeting, hiring, and much more.
Monthly Calls
You and your coach will touch base monthly to discuss:
- • Recent victories or challenges you’ve seen
- • Areas you want help to improve
- • Metrics you want to hit as you grow
- • Updates on your key initiatives
- • And anything else you want to discuss
Regular Email Communication
Your coach is always available via email to help:
- • Navigate a difficult client
- • Provide guidance on market downturns
- • Land important prospects
- • Provide accountability
- • Work through unforeseen problems
Access to Carson Coaching Online
Online learning and resources, including:
- • Specialized training videos
- • Full online courses
- • Preferred access to service providers
- • Topic-specific guides
- • Client-ready collateral and meeting checklists
$695/month*
* A one-time registration fee of $1,000 will be assessed when you sign up. This plan continues at $695 per month after the initial 12-month period.
One Year of Specialized Support
Not Ready to Commit?
Try our six-month Carson Coaching program.
Looking for a short-term coaching solution? We offer six months of coaching for $995/month. Contact us to get started.*
* A one-time registration fee of $1,500 will be assessed when you sign up.
Testimonials
Goodwin Investment Advisory
I feel like I have an all-access pass to what’s behind the curtain to the largest and best run RIAs and planning firms in the country. The results for me and my firm have surpassed my expectations.
Tim Goodwin
LP Financial
The program has positively impacted so much of what we do—from how we communicate with our clients, to how we were an early adopter of financial planning and aggregation with software, how we structured our team, to the events we host and the love affair marketing efforts with our clients.
James T. Park
Partner Investment Advisor
The processes, business development and systems provided over the years helped me shape my practice, internal drive and beliefs. It was the relevance and impact of being part of this community that helped me work towards being more involved in the financial services industry as a whole.
Nina O’Neal
