Michael P. Grossman, CFP® Financial Advisor Coach
“It’s a privilege to inspire and empower people to achieve unprecedented personal growth!”
Michael Grossman, CFP® is known for his ambition and vision. He embodies a rare combination of industry expertise with engaging public speaking ability. More than motivational, he is passionate about sharing the simplicity of the systems of successful practices and providing practical ideas advisors can use immediately.
Never satisfied with the status quo himself, he excels in helping big producers become better business leaders, and specializes in empowering advisors to become better CEOs by transforming strong advisor-led practices into extraordinary team-managed businesses.
He is a lifelong coach both personally and professionally. Whether on the court, on the field, in a client meeting or in the classroom, it is his joy - as well as his unique ability - to inspire and empower people to realize their lives’ potential. His formal Coaching Program for financial advisors began in 2011.
He is dedicated to talent development and has grown AdviceOne Advisory Services to over 50 employees and over $2 billion in assets under management.
Anita Roberts Director of Coaching Relationships
“I love building relationships with Coaching Members. I take personal pride when they share their success with me and are accountable for what they’ve committed to doing!”
Through membership in our Coaching program, you have unlimited access to Anita Roberts, your Coaching Liaison, for collaboration on your personal and team development. Anita will push you and hold you accountable as much or as little as you wish. She will assign deadlines to you as you need them and check in on your progress, or, if you prefer, stand by ready to support you as you work independently to achieve your personal goals.
Anita will get you the information and insights you need by responding to your calls and emails quickly. She truly listens and anticipates what you need to keep revolutionizing your practice. She leverages the entire team that surrounds Michael to facilitate a seamless experience for you at every stage. She encourages your suggestions to customize the Coaching content and is excited to improve anything she can to maximize your results with us.
Katie Grossman Director of Impacting Advisors Coaching
“We’re doing things at our firm that are not even on the radar in this industry. I’m working side by side with a true Visionary, so a big part of my job is polishing and perfecting his ‘outlandish’ ideas.”
Katie oversees each curriculum for our monthly webinars and 2-day Coaching sessions. She keeps the agendas lively, relevant and logical. In addition to proactively managing the curriculum, she also gathers topic suggestions from our Members and then maximizes our resources of highly trained advisors and team members to create responsive agenda items. Katie works with each speaker to enhance the presentations and materials to give our Members the strongest information possible. With each new innovation AdviceOne masters, she coordinates our speakers to share everything we’re doing in our $2 billion+ AUM practice to ensure the success of our Coaching Members.
Our firm is constantly innovating and evolving. Katie doesn’t rest until every process is perfect. This carries over into agenda planning. Each time AdviceOne undertakes an innovation, she ensures we continue to take our Members “Behind the Curtain” to see the genesis and practical application of the idea. She then works with our Coaches to tailor that information into presentations that benefit practices of any size.
Becky Zajac Director of Practice Development
“We live for those ‘light bulb’ moments in Coaching – that slight change in facial expression, that subtle shift in body language that indicates something has clicked.”
Becky has worn many hats throughout her tenure with AdviceOne, and she uses her personal experiences in each of her roles to enhance the development of Member practices. Combining her signature humor with an earnestness for fostering growth in others, her presentations get to the heart of issues impacting businesses throughout the industry. Hiring and firing decisions, training plans, difficult employee conversations, productive meetings, firm culture – she’s been through it all. She is always ready to tackle questions on a myriad of topics.
Becky connects well with Coaching Members because she not only admits her failures, she embraces them as powerful learning opportunities. In allowing herself to get a little vulnerable, she encourages Member practices to take risks and prosper from the results.
Want to try us out at a complimentary session?
Schedule a phone call with our Director of Coaching Relationships