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.
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.
Certified Life Coach, International Speaker, and Practice Management OG ready to change the landscape of Financial Services
Next time come say hi!
Next time come say hi!
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.
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.