Are you ready?

When ambitious financial advisors are ready to learn and implement specific strategies for next step growth, we’re ready.

360 Consulting

Your next step? Growth!

Are you an advisor
who dreams of:

  • A leveraged practice with clearly defined roles and responsibilities?
  • A support team who is empowered and skilled to build systems and processes?
  • A practice that delivers an exceptional client experience – again and again?
  • A clearly defined client offering that is repeatable and unique?
  • Taking 1-2 months off – and your business continues to run smoothly without you?

Four short years ago, this was our firm’s dream list!

By focusing on the operational side of the business (systems and processes), ensuring we had the right people in the right seats, and learning how to effectively “let go” to the operational tasks to focus on revenue generating tasks– we are now living our dream!

I am Dawn Benko, Co-Founder, COO of Entirety Wealth Solutions. With over 25 years’ experience with financial planning practices, starting from a non-licensed assistant role to now being a Partner in a 7-figure firm – I have a passion to elevate the effectiveness of a financial planning firm’s operations. Systems and processes are my love language! Ok, that’s corny – but it’s true!

Dawn Benko
ChFC®, RICP®, BFA™

Want to make your practice dreams come true?

Let’s talk!

Schedule a 30-minute complimentary discussion today

dawn@consult360coaching.com

Or, use my Calendy link!   Dawn’s calendar

952.777.3750

Have you ever read a book about weight loss only to get to the end and you haven’t lost a pound? Why is that? Because it isn’t about the knowledge you learned...it’s about the EXECUTION!

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Are you lacking capacity to effectively implement changes/improvements to your operations?

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Do you need to increase your leverage and focus more on growing your business?

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Are you bogged down with non-revenue generating operational/service work and administrative tasks?

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Have you always dreamed of an effective client experience model and been unable to put it in practice?

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Have you ever come back from a conference, or from listening to a podcast and thought – “I want to implement that in my practice” – yet it never gets done?

It’s about the EXECUTION!

Schedule a 30-minute complimentary discussion today

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