Paths to Success
No matter what you need, we can customize a program just for you.
The levels illustrated below are three of our most popular packages.
The What’s Next Tailored Solutions System
The What’s Next Tailored Solutions System (WNTSS) is our approach to financial advisor coaching. Through a process tailored to each individual advisor, we help them identify and reach their next levels of success.
Basic
Starting at $8,000
24 hours virtual coaching.
In-person visits are $1,500 per visit.
Executive
Starting at $50,000 / Year
Tailored CEO/COO/CFO coaching services.
Includes virtual meetings and in-person visits per year.
On Demand
$4,000 / Year
Consulting on Demand.
12 hours of consulting, whenever you need it throughout the year.
Hours do not roll over.
(Additional hours can be purchased for $330 per hour)
