Mastering The Human Side of Financial Services

You’ve got the expertise and the drive — but the industry is crowded, and being able to stand out is critical for your professional success.

Working together, I’ll help you own your role as CEO of your career through helping you deepen your personal leadership, modernize your business development, inspire confidence, and strengthening your business strategy.

It’s time to lead with intention, scale with strategy, and build the legacy you’re meant for.

WHY I DO WHAT I DO

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I believe that you can have it all.

After years of growing up in the industry and building my own practice, I’ve seen firsthand that technical expertise alone isn’t enough to create lasting success. The most successful financial professionals aren’t just great at managing money — they’re great at building and caring for relationships, leading teams, and communicating with expertise.

My mission is to help financial services leaders master the human side of the business — deepening personal leadership, building trust, and creating real influence.

Because when you combine your technical skills and expertise with deeper emotional intelligence, you don’t just grow your business — you build a legacy.

ABOUT ME

Hey, I’m Chelsea! I work with financial advisors and their teams - blending emotional intelligence, marketing and communication strategies, and business growth to increase personal and professional success and fulfillment.

I always joke that I was "born in the industry" — and in many ways, I was. My mom and stepdad have spent their entire careers in the Financial Services industry, and growing up, I was immersed in the conversations and dynamics of the field.

While most families might talk about politics or sports around the Thanksgiving table, ours was filled with discussions about financial services. This environment gave me a front-row seat to the challenges and triumphs that come with building and leading a successful business. I saw firsthand the profound impact great leadership—along with the lack of it—can have on a team and the growth of a business.

I quickly learned that success in this field isn’t just about knowing the numbers. It's about building trust, leading with confidence, and mastering the human side of the business. So, when I started my own financial planning practice in 2015, I brought with me a perspective that few have—a perspective shaped by years of exposure to both the strategic and relational elements of this industry.

LET’S WORK TOGETHER

Programs

Our turnkey programs are designed to integrate into your organization seamlessly. We’ll support your financial professionals with business development, leadership, communication, and the relationship-building skills they need to thrive.

Our most popular programs are:

  • The Emerging Leaders Program

  • Mingle: Practical Networking for Financial Professionals

  • Momentum: Sales Training

  • New Advisor Quick Start Program (for 0-5’s)

Executive Coaching

This is a strategic partnership designed to help you sharpen your skills, navigate challenges, and elevate your impact. Through personalized coaching supported by personality assessments, you’ll gain clarity & confidence, refine your decision-making, and develop the communication conflict-resolutions skills needed to drive results.

This is NOT generic advice or a pre-designed coaching program — all coaching is customized to your personal and professional needs.

Practice Management Consulting

In partnership with DW Consulting, this mother-daughter duo provides Practice Management Consulting designed to help you streamline operations, enhance client experience, and drive sustainable growth.

Ultimately, turning you, as an advisor, into the CEO of your business.

We focus on 6 key areas of your business and leadership to help you grow a business you love.

Workshops & Keynotes

Our keynotes and workshops are designed to engage, inspire, and deliver practical strategies that drive real results. We tailor each session to meet the unique needs of your organization.

Blending interactive learning, real-world application, and dynamic storytelling, our programs ensure participants walk away with actionable insights and a fresh perspective—ready to lead with confidence and impact.

DOES THIS SOUND LIKE YOU?

You have the expertise, ambition, and track record of success — but something is keeping you from being truly fulfilled.

Maybe you’re feeling stuck in the day-to-day grind, leaving little time to focus on your growth as a leader and the management of the business. Or, maybe you’re struggling to manage a team that isn’t performing at its full potential, and you’re not sure how to break through.

If you’re ready to change this, you’re in the right place.

“I’ve been in the industry for awhile, but I’m not landing the clients I want.”

“I want to create a business that’s both financially successful and personally fulfilling, but I feel like I’m constantly sacrificing one for the other.”

“I feel like I’m constantly putting out fires instead of leading with a clear strategy.”

“I know I need to invest in myself as a leader, but the industry is so specialized, and I don’t know who to trust.”

You don’t just need more strategies - you need the right framework, support, and clarity to turn your aspirations into real results.

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