Firm Consulting
The 12-week cohort program to help you implement heart-centered practices into your business. You'll get the step-by-step partnership you need to help your business go from "Financial Advisor" to "Life Planning Partner".
lead the life-planning movement with
Next cohort begins Feb 2024.
For the advisor who's ready to make a shift.
To go beyond the numbers. To go beyond the traditional financial offering and help your clients live life by design instead of by default.
You're ready to transform your business into one that's more heart-centered. One that values people AND profits.
With The Trust, you'll find the roadmap and resources to get you there, along with a like-minded community who share your values.
This is the roadmap to developing your human-first firm.
Add more mindfulness to your practice and feel truly aligned, connected, and inspired.
Build a heart-centered business
The Trust is a 12-week, high-touch container to with all the tools and community you need.
12-Weeks to make the shift.
So, what is it?
includes:
12-week course includes video content, self-directed workbooks and worksheets tackling the topics to help shift your business.
Weekly cohort meetings. (This is where the magic happens). With these hour-long calls you’re able to bring any questions about the prior week’s learning material. And get coaching on the things that are working and not working as you’re integrating and implementing new concepts into your business.
Community of like-minded Life Planning Partners who are changing the way we do financial services.
Weekly Topics
MOnth 1:
The intersection of
wealth and health
Goal Setting
Self-Coaching
Your Human First Approach
Your Client Avatar
Expanded from niche
Onbaording Clients
How to ask powerful questions
Leveraging AI
Niche Development
Managing a Human First Team
Next cohort begins Feb 2024.
How to Celebrate Wins
Client Experience
Each week is centered upon a topic curated to help shift your business towards a heart-centered approach.
MOnth 2:
MOnth 3:
Kind words
READY to make the shift to a heart centered firm?
join the turst
join the waitlist
