You're great with clients. But most advisors are running a practice that lives in their head — no scoreboard, no written process, growth that stalls the minute things get busy. We install a simple operating system: score six areas, fix the weakest first, and measure the result every quarter.
Industry research keeps finding the same thing: what separates growing practices isn't more credentials or more software — it's team structure, pricing confidence, and whether anyone is actually tracking the numbers.
Most advisors don’t track their practice KPIs — and have never benchmarked against similar-sized firms.
Referrals and centers of influence drive roughly two-thirds of new clients, yet few practices have a written referral process.
Structured teams earn dramatically more per advisor than solo generalists doing everything themselves.
A four-step loop designed for time-starved advisors — quick wins now, compounding growth every quarter.
In one 90-minute session we score all six areas of your practice from 0–3 and plot them on a radar, so you can see the whole business at a glance.
We attack the one or two lowest spokes first — and install a concrete fix in session one. No 90-day audit, no binder. A quick win, immediately.
Every fix gets one number that proves it worked — close rate, revenue per client, retention. If it isn’t measured, it didn’t happen.
Each quarter we re-score, watch the radar expand, and pick the next weakest area. Compounding improvement, one focused fix at a time.
Every area is self-contained — a five-second gate question, a drill-down checklist, one to three KPIs, and a quick win you can install this week.
Your sales process — defined stages, tracked prospects, and a close you can repeat. First question: is there a written sales process, yes or no?
Marketing and lead generation — a clear niche, the channels that actually produce, and a message that converts before you spend on new ones.
The delivery machine — onboarding SOPs, a service calendar, and workflows that survive your best team member quitting tomorrow.
Team structure and leverage — clear roles, an org chart, and moving toward the team designs that let one advisor serve far more revenue.
The master scoreboard — profit margin, revenue per client, pricing confidence. Most advisors have never built one. It is the single biggest gap we see.
Retention and referrals — a written referral process, tracked retention, and a client experience that grows the book you already have.
Most coaching programs in this industry include a single call a month and a twelve-month contract. This is built the other way: heavier on working time, lighter on lock-in.
Two private 45–60 minute sessions every month. Not lecture calls — we build the thing together: your pipeline stages, your scoreboard, your referral script.
Hit a snag mid-week? Message your coach anytime and get an answer within one business day. You never wait for the next call to keep moving.
The KPIs from your scorecard — close rate, revenue per client, retention — updated every month on your one-page scoreboard so you can see the needle move.
Every quarter we re-score all six areas, watch your radar expand, and pick the next focus. A shared engagement log records everything we build, updated after every session.
Start with the Scorecard. Most practices move to Quarterly Coaching once they see their radar. Multi-advisor firms: ask about custom team rollouts.
Any advisor — the first touch
Solo or small practices ready to grow
Practices that want it built with them
If there's a single tough IRMAA or Roth conversion case on your desk right now, our case-design desk will build it with you for a flat $799 — client-ready, under your firm's brand.
Process coaching installs a simple operating system in your practice: score six core areas, fix the weakest first, attach a KPI to every fix, and re-score quarterly. Instead of generic motivation, you get documented processes and a scoreboard that shows whether the practice is actually improving.
Most coaching programs hand you a binder. This hands you a scoreboard. Every session ends with something installed — a named pipeline, a referral script, a one-page scoreboard — and one number that proves it worked. It borrows the rigor of operating systems like EOS and Scaling Up, rebuilt around how an advisory practice actually makes money.
That constraint is the whole design. Each area starts with a yes-or-no gate question and ends with one quick win. The diagnostic is a single 90-minute session; ongoing coaching is two focused working sessions a month, with async answers in between so nothing waits. If you have time to meet two clients, you have time for this.
Not necessarily. The scorecard and radar are a measurement system — they make any coaching accountable. Several advisors use the diagnostic to figure out whether their current coaching is moving the numbers at all.
Because we live in the advisor world every day — IRMAA planning, retirement income cases, and the software hundreds of advisors use to present them. This is not generic small-business coaching; the benchmarks, the KPIs, and the fixes are all specific to advisory practices.
Quarterly Coaching runs month-to-month after the first quarter — you stay because the radar keeps expanding, not because a contract traps you. Each quarter we re-score, celebrate what moved, and pick the next weakest spoke.
In 90 minutes we'll score all six areas, show you exactly where the practice is leaking growth, and fix the first one before you leave the session.
Book Your Practice Scorecard