STOP BEING THE GO-TO PROBLEM SOLVER FOR EVERYTHING.
START BEING THE LEADER YOUR ORGANIZATION NEEDS.
Executives Who Master Our Trust-Building Framework Reduce Management Time By 15-Hours Per Week.
Leadership isn’t about doing everything yourself- it’s about empowering your team to perform at their highest level. Yet most financial services people find themselves trapped in a cycle of micro-management, constant interruptions, and working evenings just to keep up.
There’s a better way. Our proven coaching program transform struggling managers into exceptional leaders who build high-performing teams, increase revenue, and achieve work-life balance.
One-on-One Executive Coaching
- Comprehensive leadership assessment to identify strengths and growth areas
- Bi-weekly 60-minute coaching sessions focused on your specific challenges
- Custom implementation plan for the 8-Trust Building framework
- Unlimited email support between sessions
- Quarterly progress reviews with measurable outcomes
- Access to all proprietary leadership tools and resources
Typical Results:
- 15+ hours reclaimed per week through improved delegation
- 37% reduction in team turnover
- 42% increase in team productivity
- Significant revenue growth (clients average 23% increase)
- Promotion within 12 months (90% of clients)
Six Month Program: $30,000 ($5,000/month)
Annual Program: $50,000 ($4,167 /month)
Group Coaching Program
- Individual leadership assessments for all participants
- Bi-weekly 90-minute group coaching sessions
- Monthly 30-minute individual check-ins
- Collaborative problem-solving and peer accountability
- Implementation of the 8-Trust Building framework across teams
- Access to all proprietary leadership tools and resources
Ideal For:
- Leadership teams within the same organization
- Managers facing similar challenges across departments
- Organizations developing a leadership pipeline
Typical Results:
- 83% improvement in team accountability
- 47% reduction in meeting time
- 35% increase in engagement scores
- Stronger departmental collaboration
- Consistent implementation of leadership practices
Investment:
Six-month program: $3,500 per participant per month (minimum 5 participants)
Annual Program: $3,000 per participant per month (minimum 5 participants)
Leadership Workshops
The 1-Day Trust-Building Workshop That Solves the 7 Most Expensive Communication Problems in Financial Organizations
Need a catalyst for change? Our intensive workshops deliver immediate insights and actionable strategies that participants can implement the very next day.
Workshop Options:
- Trust-Building Fundamentals (1 Day)
- Effective Delegation and Accountability (1 Day)
- Communication For High Performance Teams (1 Day)
- Leadership Transformation Intensive (2 Days)
What’s Included:
- Pre-workshop assessment for all participants
- Interactive, experiential learning activities
- Customized case studies to your industry
- Practical tools and templates for your immediate implementation
- 30-day follow-up support to ensure application
Ideal For:
- Kickstarting a leadership development initiative
- Addressing specific team challenges
- Onboarding new managers
- Annual leadership retreats
- Team alignment around trust and accountability
Investment:
One-day workshop: Starting at $15,000 (up to 20 participants)
Two-Day Intensive: Starting at $25,000 (up to 20 participants)
Additional participants $500 each
Not Sure Which Program Is Right
For You?
Start With A Complimentary Strategy Session.
In this focused complimentary 30-minute consultation, we’ll:
- Identify your most pressing leadership challenges
- Discuss which approach would best address your specific needs
- Provide at least 3 actionable strategies that you can implement immediately
- Answer any questions about our programs and methodology
There’s no obligation and you’ll walk away with valuable insights regardless if we work together.
OUR PERFORMANCE GUARANTEE
We are so confident in our methodology that we offer a simple guarantee: if you don’t see measurable improvements in your leadership effectiveness and team performance in 90 days, we’ll provide coaching at no extra cost until you do.
Leadership development isn’t just an expense- it’s an investment with quantifiable returns. Our clients typically see a 5-10x ROI through improved productivity, reduced turnover, and increased revenue.





