
From Advisor to Leader - Elevate Your Impact
EXECUTIVE COACHING
You’ve got the raw talent and the passion - I’ll help you maximize your potential, overcome roadblocks, create more fulfillment, and be a sounding board for your ideas and struggles.
WHY INVEST IN COACHING?
“A Metrix Global study found that executive coaching has a 788% ROI based on factors including increases in productivity and employee retention.”
Just like leadership, the financial advisor role is a lonely one at times. While you’re constantly surrounded by people, there’s often no one there to readily serve as your unbiased sounding board or help you make difficult decisions.
That’s what I do - I get to know YOU, and help you maximize your potential without bias.
Here’s what we hear from people like you all the time
“I’m working harder than ever, and I’m not getting any farther.”
“I feel like I’m doing this alone.”
“I got into this business to be an advisor, and now I’m a CEO. The transition is tough.”
“I’m having success, but I know more is possible.”

How It Works
DURATION
2x per month
Minimum 6 month commitment
FORMAT
Virtual
SUPPORT
Reasonable access to Chelsea throughout the duration of our coaching relationship
Enneagram Assessment, templates, industry knowledge, tools, and resources that apply to your business, access to Chelsea’s professional network, etc.
RESOURCES
Andy Rao, Financial Advisor
If you are considering hiring a business coach, you will be blown away by the results that Chelsea and her team will help you develop.
Chelsea is the embodiment of emotional intelligence and self awareness. She has a unique way of evaluating a situation and providing measurable, meaningful impact that will move the needle quickly to generate results.
After working with her for over a year, I can confidently say that she is the most important advisor I have. She has become a coach, a friend, a confidant and an advisor that I depend on to be the best leader I can be!
YOUR INVESTMENT
An Investment in Your Leadership, Your Business, and Your Future
PAY IN FULL
$6,000
save $600
PAYMENT PLAN
$1,100/mo.
6 monthly installments
NEW ADVISOR SPECIAL
Reach Out for Details
*only for advisors in years 0-5
limited spaces available
Drew Faloon, Financial Advisor