COACHING FOR FINANCIAL ADVISORS

BUILD A THRIVING ADVISORY BUSINESS

When you became a financial advisor, your goal was simple: help people make better decisions with their money so they can retire with confidence. What you didn’t anticipate was also having to sign an office lease, manage a P&L, hire and fire staff, design compensation plans, structure equity agreements, and eventually decide when to sell your business. That’s where we come in.

At FocusFirst Consulting, we help financial advisors lead with intention and run their firms like high-performing businesses. Our coaching is tailored to the realities of advisory firms, combining deep industry insight with practical strategies for growth.

Two men in business suits having a conversation in an office, with a large fish mounted on the wall behind them.

Why Work With Bill?

As a financial advisor, you're expected to do it all: serve clients, grow AUM, lead a team, and run a business. Bill offers 1:1 and team coaching tailored specifically to the realities of financial advisory firms. With decades of experience in the industry, Bill helps advisors:

  • Think like a CEO and run your practice like a business

  • Lead your team with clarity and confidence

  • Position your firm for growth through data analytics to make strategic decisions

  • Create a culture of accountability throughout the organization to fuel performance

  • Create an end-to-end client experience that builds trust, loyalty and HNW referrals

Our Unique Differentiator: Bill knows the demands, regulations, and nuances of your industry. His coaching combines deep industry insight with creative growth ideas—giving you both the structure and strategy to lead your practice forward.

A PROVEN APPROACH:
PEOPLE. PROCESS. PERFORMANCE.

There are three core elements of every business to ensure success: People, Process and Performance. Each presents its own opportunities—and its own challenges. We’ve found that success isn’t just about what you do, but how you do it. By applying proven best practices that others have already refined to your own business, you can accelerate growth and move more confidently toward your goals.

Man in blue plaid suit giving presentation to woman in dark blazer in office conference room with whiteboard.

READY TO BUILD THE ADVISORY BUSINESS YOU ENVISION?

Let’s turn your vision into a high-performing, sustainable business—built with purpose, led with clarity, and aligned with what matters most to you and your clients.

Take the next step and schedule a free consultation today.