Work with me directly.
For established advisors ready to run their practice as a business. We score where you are across the five roles of the PracticeIQ™ Framework, agree on where you want to be, and build the plan and the systems to get there.
Practice Assessment
A full review of your business across the five officer roles: strategy, growth and client experience, finances and pricing, team and systems, and risk and succession. You get a written action plan ranked by impact.
- Two working sessions
- Revenue, pricing and client-book analysis
- Written 90-day action plan
Not ready to talk yet? Try the free online self-assessment or the 5-minute Capacity Diagnostic first.
CEO Advisory
Ongoing one-on-one work to put the plan in place. Monthly sessions, accountability, and help with the hard decisions: pricing, hiring, which clients to keep.
- Monthly 1:1 strategy session
- Quarterly CEO Assessment and KPI scorecard review
- Email access between sessions
Speaking and Workshops
Keynotes and working sessions for dealers, branches and conferences, drawn from the book. Your advisors leave with one change to make on Monday.
- Keynote, 45 to 60 minutes
- Half-day workshop
- Branch or team format
How working together goes
A 20-minute call
We talk about your practice and whether I can help. If I can’t, I’ll tell you.
The assessment
I look at the numbers and how the business actually runs, then hand you a plan.
Build it
Use the plan on your own, or keep working with me to put it in place.
Before you book
Who is this for?
Advisors with an established book of clients, usually five or more years in, who want growth without adding more hours. It works for independent advisors and for those inside a dealer or branch.
Do you work with advisors outside Toronto?
Yes. Sessions run over video, so location doesn’t matter. In-person meetings are available in the Toronto area.
Will you tell me which products to sell?
No. This is about running the business: clients, service, team, pricing and growth. Your investment and planning decisions stay yours.
How is this different from a coaching program?
There’s no curriculum to sit through. The work is built on your numbers and your practice, by someone who runs one too.