Practice Management Services

NextGen Coaching for Financial Advisors

 

Most NextGen advisors enter the role without the full skill set needed to meet expectations. NextGen Coaching equips them with the systems, skills, and confidence to drive revenue, serve clients effectively, and develop into future successors.

We help advisors improve prospecting, relationship building, business planning, and personal accountability so they can grow with more intention.

Book a Call
For NextGen Advisors

Turn Potential Into Consistent Production.

Many advisors have the technical knowledge to serve clients but need more structure around business development, prospecting, follow-up, communication, and time management.

NextGen Coaching relieves practice owners of the burden of training by coaching NextGen advisors in core client service and growth-driving skills. Through role-playing and practical application, they gain the knowledge and hands-on experience needed to succeed.

We also work directly with the advisor’s leader to provide guidance on managing, directing, and holding the NextGen advisor accountable while addressing challenges and support needs as they arise.
Advisor Legacy Web images (13)
Growth Pain Points

Advisor Growth Coaching Helps Solve
Common Production Gaps.

This service guides advisors who are seeking to grow organically and need support turning
activity into momentum.
01

Lack of Hunter Mindset

Build confidence and discipline around prospecting, outreach, and opportunity creation.

02

Poor Sales
Skills

Use role play and coaching to improve conversations, follow-up, and conversion.

03

Weak COI Relationships

Build strategic partnerships with centers of influence and referral sources.

04

Untapped Existing Assets

Improve the ability to build upon existing client relationships and practice opportunities.

NextGen Coaching Program

A Practical Growth System for
Emerging Advisors.

NextGen Coaching develops the habits, skills, relationships, and accountability
needed for organic growth.
01

Prospecting

Using a variety of online and offline techniques to generate prospective clients.

02

Social Media

Using social media such as LinkedIn for prospecting and building brand awareness.

03

Centers of Influence

Building strategic partnerships with CPAs, lawyers, and other COIs.

04

Nesting

Positioning oneself to a local company to become the content-matter expert on that company’s benefits and retirement programs.

05

Business Planning

Using historical data and short-term and long-term business objectives to outline annual business plans.

06

Niche Marketing

Identifying a target market and executing tailored marketing campaigns to attract and onboard ideal clients.

07

Branding

Cultivating an authentic personal brand and market differentiation tactics.


08

Referrals

Consistently and effectively requesting referrals from clients, strategic partners, and other sources.

09

Generational Planning

Strategies to identify, get introduced, and build relationships with client beneficiaries and heirs.

10

Lead Management

Strategies to consistently and effectively nurture and convert prospective clients.


Coaching Meetings

Meetings That Create Accountability and Momentum

1:1 Advisor Coaching
Meeting

  • Structure: 1 hour, monthly
  • Who: Financial Advisors
  • Purpose: Provide a space for role play, accountability, and development customized to the advisor.
  • Post Meeting: Coach follows up with a detailed meeting summary and action items.

Advisor Group Coaching Meeting

  • Structure: 1 hour, monthly
  • Who: Financial Advisors
  • Purpose: Provide training on tools and concepts focused on organic growth.
  • Post Meeting: Coach follows up with a detailed meeting summary and action items for group members.

Leadership Update
Meeting

  • Structure: 1 hour, quarterly
  • Who: Owners and leaders of the financial advisors being coached
  • Purpose: Provide updates on advisor progress and coach the leader on how to better support the advisor.
  • Post Meeting: Coach follows up with a detailed meeting summary and strategies or action items.

Help Your Advisors
Become Confident Producers.


Advisor Growth Coaching helps emerging advisors develop the skills, structure, and
accountability needed to grow with purpose.

Book a Meeting