For financial service, mental health and coaching professionals, we offer proprietary coaching and training programs to help you:
We coach locally, nationally, and internationally with clients from all walks of life. Appointments are held on the telephone, or for those of you in the Los Angeles area, in-person at our Brentwood office.
Journal of Financial Planning 05/02/2008
Planners and Coaches: A Natural Fit?
Financial planners advise clients, but to whom do planners turn when they need professional or personal advice? For some planners, working with a coach for guidance on topics ranging from practice marketing to work/life balance is the solution.
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