The JRS is the foundational engagement tool for our coaching experience. The JRS score and tool is the industry standard for measuring operational maturity within a Financial Advisory business. The JRS creates the objective standard we use to determine the “Readiness” or “Maturity of Thought” that exists within the firm. The JRS eliminates the bias traditionally found in the consulting engagement. Our proprietary tool assesses the critical areas of your firm and provides an objective score of each area so our coaches know best how to help you improve and meet your goals.
Through our traditional coaching model, you receive dynamic, tailored guidance based on our proprietary Journey System (your firm’s personal growth platform). We evaluate and implement a plan based on our groundbreaking Journey ReadinessTM and “Next Best Action TechnologyTM to help you meet your business and life goals.
We have created the industry’s first Peer Group Matching Technology, placing you in a Climbing Group with Advisory Business Owners that share the same business and life goals. We cultivate an environment of support, accountability, personal and business growth.
Our transitions package includes Coaching, Advice, Firm Matching, Turnkey Services including Legal Support, Transition Logistics, Economic Modeling, Lead Generation and more.
Coaching and Advice that includes exclusive representation, Firm Matching, Turnkey Transition, Legal Support, Transition Logistics and Terms Negotiation.