Am I ready for Journey Coaching?

YES, if you are:

– Serious about growing your business and not looking for a “quick fix”

– Ready to make an investment in yourself and your firm

– Willing to embrace a business coach as part of your team

– Ready to work on the business beneath your business

– Interested in helping your team maximize their effectiveness and efficiency

– Open to honest and candid feedback

How long is the commitment?

The initial commitment is only one year. The majority of our coaching clients consider their coach as a cost-effective, pace-pushing virtual member of their team. Our most successful clients have multi-year relationships with their coaches, which leads to major transformations in their executive leadership skills, client experience, operations, and team dynamics. We have flexible programs which meet your needs. We don’t ask you to sign multi-year contracts, our clients simply find value in the program and want to stick around longer.

What types of professionals choose Journey?

We coach growth-minded financial advisory firms, including RIA’s, BD affiliates, Hybrids, and Agency Operations. Firms seeking guidance & advice, who also want and need tools for all areas of their business.

What kind of results can I expect?

• You set the metrics, with our help & guidance

• Enhanced vision of the future

• Dramatically improved financial results

• The potential to dramaticly grow assets, increase profitability, and scale every three to five years.

• More effective and efficient operations

• A tremendously improved corporate culture

• You become a “Destination Firm.” Clients want you as their advisor, and other advisors want to join you.

What is the fee structure?

Journey Coaching offers three (3) service options, with Annual and Monthly Payment Options.

How often do I speak with my coach?

The frequency of financial advisor coaching depends on what you are trying to achieve. On average, you will have structured hour-long coaching sessions twice a month.

What occurs during my financial advisor coaching sessions?

In the first 20 - 30 days, a lot happens with a minimal time investment on your part.

• First, The Journey System begins with a Discovery Meeting, achieving extreme clarity about your most optimistic objectives.

• Second, you receive a facilitated Journey Readiness Score (JRS)™ Assessment of your firm. This proven methodology, based upon an award-winning assessment format, shows you exactly where your business is today, and creates action items to begin meaningful changes.

• Third, your Journey Coach develops a prioritized, sequential strategy designed to get fast, long-lasting results.

Coaching begins with our C.O.R.E Process which takes the JRS Assessment and helps you implement changes in business behaviors which produce the results you seek. Ongoing coaching and Quarterly Business Reviews (QBR’s) help you cstay on track and continue to move forward.

What resources do I get access to in addition to my coaching sessions?

There are many additional resources - all designed to enhance your coaching sessions and accelerate your transformative experience. We call these “Journey Tools”, which include reports, instructions, and templates to accelerate your progress and growth. We have hundreds of Journey Tools for every aspect of your business.

What makes the program so effective?

Our program has a number of unique components which maximizes:

• Generally Accepted Business Practices and Procedures

• Five decades of industry experience

• Technology Resources that accelerate firm assessment, strategy development, and coaching for maximum performance.

• Proven Processes which get results without increasing complexity.

• It is customized to your needs. Our tools and resources help your Journey Coach to work with you in developing a customized business blueprint for your coaching experience.

• Journey Coaching is firm coaching with a one-on-one personal relationship. Our coaches become a “virtual” team member.

• You have access to hundreds of Journey Tools covering executive leadership, firm valuation, client experience management, sales and marketing, operations, business culture, and human resources.