Practice Management Services

Executive Coaching for Financial Advisors

 

As a practice owner, having the guidance of a trusted coach can make all the difference. Executive Coaches partner with you to create a personalized plan that aligns with your vision, provides consistent support, and ensures follow-through to achieve your goals.

With an Executive Coach, you gain clarity, accountability, and advisor-specific guidance to help you lead your firm with more intention.

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For Practice Owners

A Better Way to Lead the Firm You’re Building.

Your firm cannot outgrow the clarity, leadership, and discipline of the person leading it. Executive Coaching helps you step back, define what you really want, and create a more intentional path forward.

We partner with you to create a personalized plan that aligns with your vision, provides consistent support, and ensures follow-through on the activities most likely to create measurable results.

Whether you are navigating growth, preparing for succession, developing your team, or trying to create a better life-firm balance, Executive Coaching gives you the structure and accountability to move forward.
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Coaching Focus

The Five Pillars of a Stronger
Advisory Firm

Your coaching engagement is designed around the key areas that shape how your
firm grows, operates, leads, and prepares for the future.

AL Coaching Topics Flywheel-4
01

Vision

A well-defined vision provides direction and ensures decisions align with long-term goals.

02

People

Developing your people creates a capable, engaged team equipped to lead and grow.

03

Operations

Efficient operations ensure a consistent, high-quality client experience and scalable systems.

04

Growth

Intentional growth strategies drive new business, deepen relationships, and increase practice value.

05

Legacy

A focus on legacy ensures the practice is financially sound, protected for the future, and prepared for succession.

Coaching Meetings

Consistent Support and Accountability

Executive Coaching Meeting

  • Structure: 1 hour, bi-weekly
  • Who: Owner
  • Purpose: To provide tailored coaching that is unique to the timely needs and vision of the owner.
  • Post Meeting: Coach follows up with a detailed meeting summary and action items for the owner.

Group Coaching Meeting

  • Structure: 1 hour, monthly
  • Who: Owner
  • Purpose: Provide a peer-to-peer learning forum on topics geared toward owners focused on growing their practice.
  • Post Meeting: Coach follows up with a detailed meeting summary and action items or commitments from the group.
What You Get

Built-In Value Beyond the Coaching Call
 

Annual Business
Valuation

Immediately upon starting with Advisor Legacy, you receive our award-winning valuation. The detailed report serves as a guidepost for managing practice equity and includes a 45-minute valuation review with a Valuation Coach who explains your results and recommendations. You receive an updated valuation annually throughout the life of the coaching relationship.

 

LegacyChoice Elite Membership

You are immediately enrolled in the LegacyChoice Elite Membership program, giving you access to new practice listings, the ability to bid on practices of interest, discounts on certain legacy services, and access to our exclusive monthly webinar on practice acquisition topics.

 

Bi-weekly Coaching
Sessions

At the core of the service is the 1:1 biweekly coaching session, totaling 26 sessions per year. During these sessions, you receive live coaching support followed by a meeting summary and action items to keep progress moving.

Build a Firm That Supports Your Life and Outlasts You.


Executive Coaching helps you step into the next level of leadership with clarity,
accountability, and advisor-specific guidance.

Book a Meeting