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Private Client Group

As a financial advisor, do you feel it’s often difficult to manage your business while growing the business? Do you sometimes feel like the business runs you rather than vice versa?

As a financial advisor, do you feel it’s often difficult to manage your business while growing the business? Do you sometimes feel like the business runs you rather than vice versa? Even though you are doing as well, if not better, than most of your colleagues, do you feel you haven’t yet reached your full potential as a business owner?
Are you ready to join the ranks of elite producers in your industry?

The Private Client Group (PCG) coaching program is the industry’s most evolved program for seasoned advisors, providing a customized approach to business development. It was designed with one simple objective – the ongoing and well-organized expansion of an advisory practice.

Unlike typical one-and-done coaching programs, PCG provides a revolutionary approach for building a well-structured enterprise that can easily be expanded. The approach, frequently written up in the media, is based on the methodology “Causative Teams,” pioneered by The Kelley Group. This approach leverages every person associated with a financial advisory practice and creates a “total-team business expansion” that is unparalleled in its results.

The strategies ensure long-term business growth by focusing on professional and personal efficiency, team management and team effectiveness.

Watch this video to learn more about The Private Client Group

Who is this program for?

Advisors who have reached $750k to $10 million in production but want to build a larger practice and need a proven blueprint to make it happen.

How will PCG benefit me?

Business expansion is often beyond an advisor’s administrative abilities – that’s why some hit a plateau. As you develop key managerial skills, develop a highly organized team that utilizes the talents and energy of its members, and integrate PCG’s unique approach to relationship marketing, your practice will grow naturally and exponentially.

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How will my team benefit from PCG coaching?

The program is customized to address the needs of your team regardless of size.

Do I need to have a team to participate?

While you don’t need to be part of a team, having an assistant is valuable. Over the years, we’ve worked with teams consisting of an advisor and his/her assistant up to teams as large as 21 members strong. The program is customized to address the needs of your team regardless of size.

How will my team benefit from PCG coaching?

Team members will explore their roles as contributors to the firm’s business development. As they become united in purpose, they’ll convey a clear and consistent message to clients and prospects. The power of unified talents and energy will help elevate the status of your practice as the best-known brand in your market.
The process actually extends beyond your team to create a vast network of advocates, including clients and Centers of Influence, which allows you to deeply penetrate your ideal market segment and client type.

Schedule a Complimentary Coaching Interview

Is the PCG program time intensive?

You and your team will participate in a 12-month coaching program.

As a team leader, you’ll be required to:

  • Attend a 30-minute call at the beginning of each week.
  • View a 15-minute video featuring lessons, homework and skills to be practiced.
  • Attend a 30-minute Q&A call in preparation for a written or oral exam.

Team members will attend:

  • Special sessions designed specifically to enhance their productivity and clarify their roles and responsibilities.
  • Additional lectures will be available for support staff, teams and sales management specific to their roles.

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