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.
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
Pricing:
One advisor bringing a key team member:
$10,000 annually, billed quarterly in increments of $2,500
*Additional team members: $2,000 each,
billed quarterly in increments of $500
One advisor not bringing a key team member:
$12,000 annually, billed quarterly in increments of $3,000
Clearly, it’s in your best interest (for several reasons) to bring a key team member!
Want to try us out at a complimentary session?
Schedule a phone call with our Director of Coaching Relationships