Ready to revolutionize your practice and shape the future of Financial services?
I have taken my experience in leadership, coaching, and developing my own business to assist YOU in being the change agent you have always desired to be.
Together, we'll unlock your potential, elevate your business, and make a lasting impact.
Are you ready to lead the transformation?
You’re a Financial professional ready to take your practice or career to the next level.
- You believe in being a force of good, helping others & making an impact wherever you can.
- You’re a change agent & a leader, passionate about the clients you serve & making a difference in the community you live in.
- You’re open to learning & know that personal & professional development are inextricably linked.
- You want to be part of transforming the financial services industry, but aren’t sure where to start or how to begin.
Here's How I can Help:
How often have you sought a coach to discover that you need to educate them about your career and industry because they lack comprehension? Despite this, you're still investing in their guidance for personal and professional growth. Rest assured, you won't encounter that issue with me; boasting over two decades of expertise spanning various financial sectors, I understand your world inside out.
Start Today - Schedule Time with Shannon
Coaching
- Process the stories that are serving you and getting in the way of your transformational success.
- Identify the right career path for you.
- Assist you in setting goals, planning, and strategizing.
- Hold you accountable for what you want to achieve.
- Define how you want to integrate your personal and professional life to not have own overtake and drain you.
- Show up with your best interests at heart.
- Believe in you and your highest abilities.
Operations
- Building, creating, and maintaining a culture and community with your team.
- Developing automation and workflows that serve your practice.
- Structuring and implementing a fee-based financial planning practice.
- Maximizing technology to be productive and spend more time doing the things you love.
- Client experience and segmentation strategy.
- Time management and ownership of your calendar. Knowing when to own and when to delegate.
Marketing + Branding
- Identify and define your ideal client.
- Get clear on your special sauce and define brand.
- Create or redefine your marketing strategy to align your services with your ideal client.
- Set your company mission, vision, and values.
- Audit your current website and provide changes that will draw in your ideal client.
- Get confident with showing up on video or on stage to deliver workshops.
- Customized seminar content.
- Build a strategy that provides curated content for your social media audiences on LinkedIn and Instagram.
Sound like you?
My signature advisor consulting program combines 1:1 coaching & strategic partnering to help you unlock your potential & take your business to the next level. I blend mindset work through coaching and tactical implementation through thought partnership & execution in a variety of business lines designed specifically for you.
After nearly 20 years of building my financial planning practice in a corporate setting, I became an entrepreneur, literally building my business from the ground up. Tap into my expertise (and network!) during this intensive. You’ll gain access to nearly everything from the day-to-day tools I use to run my business successfully to how to continue doing the work as a leader & small business owner so YOU can show up & not only serve your clients well each & every day but also feel fulfilled in running your business.
Stop saying someday. Today is the day you begin to take Action.
Sure, you can continue to do this on your own and feel isolated on your own island. OR you can have a strategy partner, hype woman, and mirror to lead you in the direction you have always wanted. Your potential lies within and you just need someone to help you see it.
Schedule time with Shannon