Impacting Advisors Coaching

Program Structure

Our collaborative Coaching program includes 12 sessions per year. The focus is our 3 two-day sessions every four months, with a rigorous curriculum geared toward revolutionizing your practice. Additionally, you’ll participate in nine live, interactive Webinars designed to bolster your progress between two-day sessions. At every stage, you’ll have the opportunity to directly impact the curriculum, based on the specific issues you want to tackle.

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Your annual membership includes:

3 two-day coaching sessions with Michael Grossman and the Impacting Advisors Team

9 monthly live, interactive Webinars

Unlimited access to your Coaching Liaison Team for same-day answers to your questions

Use of proprietary Financial Planning Software with interactive training

Access to our team of over 50 experts on every topic of running a successful financial services firm

Want to try us out at a complimentary session?

Schedule a phone call with our Director of Coaching Relationships