I work exclusively with financial services advisors. 

Coaching Clients

seek an inexpensive intervention, session by session, on an hourly basis

to learn specific skills
(demand fees, construct an initial interview, ask for Personal Introductions, use Talk Tools, etc.)

to obtain a second opinion from an old hand
(marketing direction, target market opportunity, career choices).

Consulting Clients

want a detailed marketing plan, support and a way to be accountable to do it.

They range from people just starting out 
(accountants, lawyers, MBAs, bankers, business owners, etc.)

to seasoned advisors earning multi-million dollar revenues 
(RIAs, IARs, CFPs, estate planners, financial planners, investment advisors, life insurance experts). 

All are independent advisors with 
their own expertise, reputations and practices.