For Financial Professionals Only, Not The Public!
This website is for financial professionals, not the general public. It is not meant to be investment advice, and if a non-professional is viewing it, they should consult with their advisor about their specific situation. The opinions herein are those of the author and do not reflect the policy of any associated organizations.

Beyond Financial Advice

Beyond Financial Advice

The False Hope Of Global Diversification

Beyond Financial Advice: The Art of Coaching for Financial Advisors

Step 1: Dive into “The False Hope of Global Diversification.”

The False Hope Of Global Diversification, This book lays out my investment philosophy, and if it resonates with you, let’s move on to step two.

Step 2: Let’s Connect.

Before scheduling a call, take some time to reflect (a two-page document is perfect) on your current situation and what you’re hoping to achieve. This helps me tailor our sessions for maximum impact.

(Optional) Step 2.5: Experience a Sample Session.

For a taste of my approach, you can book a one-time session for $350. We’ll set clear goals and metrics to track your progress.

Step 3: Your Personalized Coaching Journey.

The standard program includes six 50-minute sessions, spaced according to your needs. The cost is $2,000 – an investment in achieving your financial goals.

Key Takeaways:

  • Experienced Guidance: I offer practical advice based on real-world experience, not just theory.
  • Personalized Approach: No cookie-cutter programs. We focus on your unique situation.
  • Measurable Results: We set goals and track progress to ensure your success.

Ready to break free from generic coaching and get real results? Let’s chat!