Transforming strong advisor-led practices into
extraordinary team-managed businesses.
What’s unique about Impacting Advisors Coaching is we coach not only you, but your key staff members as well.
We take you “Behind the Curtain” of our billion-dollar team-managed business that breaks the rules of linear thinking. We share all our philosophies and even better, all the systems for consistently delivering exceptional client experiences that generate true Ambassadors.
You are already successful at building client relationships. That brought you to where you are. Now it’s time to build an amazing team. To become a better CEO, you’ll have to resist your entrepreneurial urge to micromanage, and instead choose to leverage others’ talents and accomplish much more.
Working together in our Coaching program, you and your team will develop a common language and a game plan to attack your biggest growth opportunities. Your newly empowered leaders will revolutionize your firm and implement systems for everything.
This isn't a Coaching Program to join passively. Be prepared to be disturbed. All business breakthroughs start with fear and insecurity – the very fuel of innovation. The results are simplicity, clarity and epiphanies.
What's a Coaching session like?
What Coaching Program Members are saying...
How has Coaching Changed Your Business?
What's the Best Part About Coming to Live Coaching Sessions?
How has Coaching Impacted Your Succession Plan with Your Family?
“They run a professional, first-class Coaching program that is loaded with real value we have taken and implemented in our practice. I’ve had many strategic coaches in the past and by far this is the only one I would recommend.”
Andrew Rosen
Wilmington, DE
“With over a dozen paid coaching programs to compare, I have found Impacting Advisors Coaching to be much more insightful and to provide the best value.”
Michael Wegner, CWS, RFC
Friendswood, TX
“I left with more ideas than any other coaching program I had attended in my 25 years in this business. Great curriculum.”
Dan G. Kress, ChFC®, CFP®
Senior Advisor, Kress Financial Services
Erie, PA
“Start to finish, best Coaching session I have been involved in. New, fresh ideas and things that work.”
David Short, CFS®, ChFC®, RICP®
Lexington, KY
“It is a relief to learn from a team that is in the financial planning business. Any question I have, they can honestly say ‘we have been here before.’”
Jeff Manzella CFP® AIF®
Sterling Heights, MI
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