No two advisers or firms are alike, so we offer two ways to engage in private coaching to start tapping into more potential and accelerate your success, in business and life.
Private Client Engagement – This is an intense year long agreement for intense and personalized executive and business coaching. This initiates with Phase 1, an Intake & Discovery session where we explore your visions, goals, and creative purpose alongside your obstacles and challenges areas. We provide due diligence requests for information to guide us in understanding of the firm’s current situation and needs. This is followed by a full day on-site meeting in your offices, with staff and key stakeholders, to learn more about priorities, goals, vision and clarity regarding what’s holding you and your firm back.
Phase 2 is Strategic Planning, where we review findings and we co-create a strategic plan to bring change, progress and the results you desire. Phase 3 is our Coaching Engagement, which includes weekly 1-hour phone calls to engage in business consulting and executive coaching, wit ongoing progress reviews. We focus on your firm’s unrealized potential and work together to create the business and lifestyle you envision.
If a Private Client Engagement interests you, please let us know and we will schedule a time to talk with your personally. Stephanie maintains a limited number of Private Clients, with a maximum of eight (8) at any one time.
Executive Strategy Sessions (ESS) – The ESS is a precursor to a Private Engagement, or a stand alone engagement which focus on general or specific issues, depending on your personal situation and goals.
The Discovery Process gathers information and then we conduct an 90-minute call to address your situation, explore your vision, assess where you are and where you want to go and set specific goals for our work together. This is followed by a summary of findings and written strategic plan for the next 4, 60-minute coaching calls. The ESS concludes with a 60-minute review call and priority action plan.
The ESS is particularly good for addressing specific needs or concerns in a shorter period of time. It assists you in gaining clarity on what your goals are and provides you with a clear path and plan for moving forward. You can extend this plan quarterly if space allows, and you also have first priority for Private Client engagement openings.
If an Executive Strategy Session interests you, please let us know and we will schedule a time to talk with your personally. Stephanie maintains a limited number of ESS Clients at a time, though they do rotate regularly given the duration of the engagement.
If you are interested in learning more right away, please CONTACT us.