Be by their side as they grow. Build deep, meaningful, lasting relationships that are more than just numbers on bank statement. Help to change their lives at the deepest level.
Welcome to the done-for-you toolkit that helps you help your clients and team members live bigger more purposeful lives - and isn't that what our businesses should be about?
With new content introduced monthly, you'll never run out of topics to share.
Be at the center of your client and team's wellbeing.
we make it easy for you to
There aren't exceptions to that rule.
The Content Kit provides you with the resources to help you, your team and your clients through scenarios, like:
Even the best have work to do...
Uncertainty
Overwhelm
Lack of Clarity
Fear of Failure
Decision Fatigue
imposter syndrom
The content kit
membership
introducing
HERE'S WHAT'S INCLUDED:
You'll gain immediate access to a database complete with all of the coaching material you'll need to position yourself as a life-planning firm. Use assets in your marketing, or when you need help in a specific subject matter. Most Canva templates can be white-labeled for your firm.
Firm DIGITAL RESOURCE portal
Instant Access To:
Fresh coaching resources are dropped each month, which you can use in your content marketing plan, your social media, or in 1:1 conversations with clients and team members. Content includes videos, worksheets, social media posts, and email copy.
Monthly Content
Most Canva templates can be white-labeled for your firm. Sign up for a team Canva account to get access to all of the premium tools and resources needed to create beautiful marketing materials that will captivate your audience.
white-label content
Templates and tools designed to help your team function at an even higher level. Looking to refine your niche or wondering how to talk to your clients during volatile times? These practice management resources can support your team's development needs.
PRACTICE MANAGEMENT RESOURCES
Monthly live office hour session for your team. Ask questions about the platform, review how to use our tools with your clients, or get coached on a practice management topic to help your business thrive.
live firm office hour session
TOpics MAY include:
Managing Your Mind
Physical Energy
Emotional Energy
Mental Energy
Check out the content you'll recieve:
Our content spans all the topics your clients will need:
Habits
Commitments vs Interests
Annual Life Planning
Spiritual Energy
Motivation
Stories & Beliefs
career planning
Perfect for gen yz or career changers that are looking to clarify and achieve their career goals.
TOpics MAY include:
Career Roadmap
Interviewing
Negotiations
Career Ladders
Personal Brand & Resume Review
Money Beliefs
Promotions
Professional Boundaries
Annual Goal Planning
Time Management
Documenting Wins
Difficult Situations
The Truth about Where You Are
life coaching
Monthly TOpics include:
Managing Your Mind
Physical Energy
Emotional Energy
Spiritual Energy
The Truth about Where You Are
Habits
Commitments vs Interests
Annual Life Planning
Getting Results
Motivation
Stories & Beliefs
retirement planning
Ideal for your clients that are looking to purposefully transition into the next phase of life.
TOpics MAY include:
Emotional Readiness
Lifestyle
Longevity
Money Mindset
Purpose & Identity
Retirement Persona
Family Dynamics
Values
Cognitive Health
Volunteering/Mentoring
New Income Streams
business planning
Exactly what your seasoned business owners or budding entrepreneurs have been looking for to build their skills and grow their business.
TOpics MAY include:
Business Assessment
Finding Your Why
Managing People
Getting Results
Understanding Your Client
Time Management
Planning vs Execution
Powerful Team Meetings
Developing People
Difficult Conversations
The One-Page Business Plan
Money Drama
life planning
The foundational content that will support an individual's development needs, regardless of life stage.
Getting Results
Leaving a Legacy
Personal development content
Career
Perfect for gen yz or career changers that are looking to clarify and achieve their career goals.
Retirement
Ideal for your clients that are looking to purposefully transition into the next phase of life.
The foundational content that will support an individual's development needs, regardless of life stage.
Life
Business
Exactly what your seasoned business owners or budding entrepreneurs have been looking for to build their skills and grow their business.
