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

“Chelsea has been so amazing to work with. I came to her in a period of transition where I was in a low professionally and had a lack of direction. She helped me gain clarity on who I was, allowing me to create a specific action plan going forward. Her facilitation style is non-judgmental and uplifting, but also honest and real and I see this as the perfect blend to help with moving the needle, while also boosting confidence. I've experienced true breakthrough since working with her and wouldnt trust anyone else with my coaching needs.”