OUR COACHING initiative
LIVE LIFE BY DESIGn.
It's time for a truly holistic human approach to wealth & health.
An approach where you help you, your clients, and your employees
create rich, fulfilling, abundant lives.
Times are changing. And what's expected from you goes way beyond basic employee benefits and financial planning. Your people are 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 tools you need 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:
Firm Consulting
True strategic vision goes beyond industry trends and best practices. THE TRUST is a guided journey to help you gain unwavering trust in your abilities as an innovative firm leader.
Private Coaching
Sometimes we need someone else to hold space for us as we evolve. Private Coaching and Life Planning services for you, your clients, and your team.
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?
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.
