360 Consulting
Elevate Your Financial Planning Operations
We transform teams with actionable strategies that focus on execution and growth.
360 Consulting
Introducing programs specifically for financial planning teams that aren’t just coaching and strategy; we focus on executing concepts you can implement for growth.
360 Consulting
Introducing programs specifically for financial planning teams that aren’t just coaching and strategy; we focus on executing concepts you can implement for growth.
Three Distinct Programs:
Three Distinct Programs:
Operations Mastermind
Mastermind Series:
- February 23rd: Operations Vision
- Two-part series:
- March 16th & April 20th: Client Experience Model
- May 18th & June 5th: System and Processes
- July 20th & August 17th: Advisor Time Optimizations
- September 21st & October 19th: Roles and Responsibilities
- November 16th & December 21st: Business Planning
Operations Mastermind Series - $350 per topic/series
- 90-minute facilitator-led LIVE sessions
- Facilitator-led LIVE sessions
- Peer Sharing
- Templates, Scripts, Frameworks & More
- Ala Carte or Full Experience
- Add On - 1:1 Consulting Session For $450 per session
Operations Mastermind
Mastermind Series
FEB
23
Operations Vision
Two-part series
MAR 16
& APRIL 20
Client Experience Model
MAY 18
& JUN 5
System and Processes
JUL 20
& AUG 17
Advisor Time Optimizations
SEP 21
& OCT 19
Roles and Responsibilities
NOV 16
& DEC 21
OPERATIONS MASTERMIND SERIES
$350
What You'll Get
- 90-minute facilitator-led LIVE sessions
- Facilitator-led LIVE sessions
- Peer Sharing
- Templates, Scripts, Frameworks & More
- Ala Carte or Full Experience
Add On - 1:1 Consulting Session
For $450 per session
Customized Coaching
Customized consulting services tailored to meet the unique operational goals of your business. We work closely with you and your team to create personalized strategies to maximize your operational effectiveness, implement systems and processes, and enhance your overall client experience.
3-hour single session $1,500
- Discovery Call
- 1 or 2 topic focus
-
Individual/Team; virtual
- Onsite available with additional cost
6 session package $2,600
- Discovery Call
- Your schedule/your topics
- 50-minute Individual/Team virtual sessions
Business Plan Execution Coaching: $850/month | 12 month engagement
- Quarterly facilitated sessions (2 hours)
- Individual or team
- Monthly call (30-minute)
Customized Coaching
Customized consulting services tailored to meet the unique operational goals of your business. We work closely with you and your team to create personalized strategies to maximize your operational effectiveness, implement systems and processes, and enhance your overall client experience.
3-hour single session $1,500
- Discovery Call
- 1 or 2 topic focus
-
Individual/Team; virtual
- Onsite available with additional cost
6 session package $2,600
- Discovery Call
- Your schedule/your topics
- 50-minute Individual/Team virtual sessions
Business Plan Execution Coaching: $850/month | 12 month engagement
- Quarterly facilitated sessions (2 hours)
- Individual or team
- Monthly call (30-minute)
Support Role Bootcamp
Elite Support Program for Staff
You’ve invested in your business, now it’s time to empower your support staff. Elevate their skills to enhance your client experience, lighten your workload, and strengthen your team’s impact. This is a one-of-a-kind program.
Curriculum:
- Core Concepts
- Basic Investment Product Knowledge
- Practice Workflows
- Systems and Processes
- Jobs 2 Be Done
- Client Experience Model
- Value adds to your advisor
Bootcamps - 6 months $2,400
- Monthly 90-minute virtual lessons
- Monthly Open Hours
- Facilitator-led LIVE sessions
-
Learn how to:
- Execute a Client Experience Model
- Process map and build Standard Operating Proceedures
- Add value to your advisor and the firm
- Become EMPOWERED through knowledge
- Included: Access to resource library filled with short videos and templates
BONUSES - A $1,050 value
- Six 30-Minute 1:1 sessions
DATES:
- Tuesday, March 17th - Tuesday, August 18th
- Tuesday May 19th - October 20th
Support Role Bootcamp
Elite Support Program for Staff
You’ve invested in your business; now it’s time to empower your support staff. Elevate their skills to enhance your client experience, lighten your workload, and strengthen your team’s impact. This is a one-of-a-kind program.
Curriculum
Core Concepts
Basic Investment Product Knowledge
Practice Workflows
Systems and Processes
Jobs 2 Be Done
Client Experience Model
Value adds to your advisor
BOOTCAMPS
$2,400
6 Months
What You'll Get
- Monthly 90-minute virtual lessons
- Monthly Open Hours
- Facilitator-led LIVE sessions
- Learn how to:
- Execute a Client Experience Model
- Process map and build Standard Operating Proceedures
- Add value to your advisor and the firm
- Become EMPOWERED through knowledge
Included:
Access to resource library filled with short videos and templates
BONUSES
A
$1,050
value
What You'll Get
- Six 30-Minute 1:1 sessions
