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Strength-based Practice Management
Business & Marketing Strategy
Human Skills Training

PRIVATE COACHING. Get from where you are to where you want to be.

CONSULTING PROJECTS. To achieve your biggest goals and create long-term success.

SUCCESS ACCELERATION Trainings & Assessments

Learn About Our Trainings & Assessments... +

Signature Strengths Assessment with Coaching and Written Report

Understand your core strengths and thinking style so you can work smarter, not harder. We find that when advisors don't understand their strengths and true preferences, they under value their best assets and over focus on trying to fix their weaknesses... and others'. We help you better understand your brain's operating manual so you can master its best features and maximize your ROE-Returns on Effort. In this Mini Module, you'll take up to six thinking, personality, and work style inventories. You will get:

  • Results and interpretations for each individual inventory.
  • Our unique Comprehensive Profile Written Report where we write the unified story of you told across all of the individual inventories, and we focus on their implications for next level success in your life, practice, and firm. We give you strategies for building on your strengths and using them to manage your weaknesses or make them irrelevant.
  • Private two-hour Call to present your results.
  • Private one-hour Next Steps Strategy Call.


Website Impact Review with Written Recommendations

Make your website magnetic. You'll get strategies for simple low- or no-cost improvements you can make on your current site and strategies for how to work with a website developer and get the site you want.

  • One-hour Website Review Video Call with Jody when she'll go through your website with you page-by-page.
  • Video call recording that you can download and keep.
  • Our Magnetic Website Guide with strategies for simple tweaks to dramatically improve your current website, and tips for working with a website developer to get the kind of site you want.


Listening and Communication Techniques for Authentic Influence

*Ideal for technical-minded advisors, introverts, and any advisor who wants to listen more and ask better questions. Learn the 3 Wide X 3 Deep Methodology, the Powerful Questions Technique, and how to hone your small talk skills. Learn to communicate with ease, increase client engagement, and take the concern out of communications. You'll get:

  • Two private one-hour trainings with Ed and Jody.
  • A private 90-minute Strategy Call with Ed and Jody.


Confident Conversations that Convert Prospects into Clients

Filling your pipeline with prospects is step one. Now, you need to know how to engage in a "sales" conversation to convert prospects into clients so you fill your book of business. You'll learn, step-by-step, how to structure and pace conversations with prospects so you can convert them into clients--how to write shorter emails that prospects respond to, how to lead with value, and how to have an authentic conversation from day one. You'll get:

  • A private one-hour training on Conversations that Convert.
  • Two private one-hour Strategy Calls with Jody.
  • Our Conversations that Convert Step-by-Step Guide.

Examples of what we help you learn and do...

  • Identify your target market & niche to maximize your marketing ROI.
  • Fill your client pipeline and convert prospects into clients.
  • Communicate your value with confidence & clarity.
  • Improve relationships with clients and team members.
  • Create magnetic offers.
  • Build a referral-based firm.
  • Identify your shared values and vision for increased buy-in.
  • Prioritize your goals so you get more done.
  • Avoid spinning your wheels in perfectionism.
  • Write short(er) emails that prospects respond to.
  • Price your service right so you stop giving away your time.
  • Align your ADV with your business plan and pricing model.
  • Master human skills on the competivie edge of practice.
  • Manage your time so you do more of what you love.

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