OUR COACHING initiative
Join the HUMAN-FIRST movement for financial advisory firms
It's time for a truly holistic human approach.
BEING HOLISTIC MEANS MORE THAN FINANCIAL PLANNING AND MONEY MANAGEMENT… IT MEANS SUPPORTING THE WHOLE HUMAN.
An approach where you help your clients and employees
create rich, fulfilling, abundant lives.
Times are changing. And what your clients and employees expect from you goes way beyond basic benefits and financial planning. They’re looking for an integration between their wealth and their health. A tie between what the numbers say and what their heart desires.
Our Coaching Initiative is the partnership you need to build your human-first firm. Gain the community, tools, and access to certified coaches to support a more intentional today - one that will lead to an even more rewarding tomorrow…for your clients, your employees, AND for you.
How we support your
human-first approach:
The Trust
transform your firm
Build the foundation of your mindful business with this 12-week program. Infuse the human-first approach into your firm and be at the center of the heart-centered business movement sweeping through the industry.
The Content Kit
transform Your Clients
You'll find all the the done-for-you resources you need to remain at the center of your clients' wellbeing in this membership. Our library of resources gives you fresh content to serve your clients monthly.
Fractional Life Planning & Coaching
Firmwide Outsourced suppOrt
Life planning and coaching services for your clients and team seamlessly integrated into your human-first firm.
HELLO
I believe that creating mind-blowing results isn't about how much you know but what you choose to think about. That means the secret to a healthier and wealthier life is building the muscle of directing your thoughts with intention.
Meet Our Founder & Head Coach,
Lindsay Troxell.
Certified Life Coach, International Speaker, and Practice Management OG ready to change the landscape of Financial Services
Lindsay
Our coaches are industry leading.
Next time come say hi!
Chance is you've seen us on stage...
our coaches are industry leading:
Next time come say hi!
Chance is you've seen us on stage.
Client Retention & Referability: By addressing the emotional and personal aspects of your client's life, you'll build stronger, deeper, long-lasting, more trusting, relationships.
Differentiation: Everyone talks about being different, but do you really stand out? This is a truly unique offering that shows your clients and employees they are more than just numbers to you.
Business profitability: Drive down health care costs for your employees, retain NextGen assets upon transfer, become more referable, increase earning potential for clients and productivity for your team… all leading to a healthier bottom line for your business.
Improved outcomes: As your clients and employees grow more deeply into their purpose their level of success will rise, thus increasing your value.
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There are a ton of benefits to partnering together:
Provide a holistic approach: Officially bridge the gap between wealth and health. Claim the right to say your offering is truly holistic by supporting the physical, emotional, mental and spiritual connection to a wealthy life.
Employer of choice: When your people are living their most fulfilled lives that translates into how they show up daily. Give them the safe space to work through their opportunities and challenges that arise and become known as an employer who cares.
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Why Our Coaching Initiative?
YOU INVEST IN YOUR OWN PERSONAL DEVELOPMENT
YOU BELIEVE THAT A HEALTHIER YOU MEANS A WEALTHIER YOU
We're right for you, if:
We gotta be honest.
We aren't right for ALL FINANCIAL ADVISORS, but
YOUR EMPLOYEES AND CLIENTS ARE THE LIFEBLOOD OF YOUR BUSINESS
you see this human-first movement as the future of financial services
YOU KNOW THAT DISCOMFORT IS THE CURRENCY OF GROWTH
You are willing to invest time and energy into this effort
YOU WANT TO BE AT THE CENTER OF YOUR CLIENTS’ LIVES
lets talk
Book a call to see if we'd be a good fit for your firm, or join one of our monthly info sessions.
Book a call
Get your
AI Coaching Prompts, now!
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