Coaching Services
What We Work On Together
Every engagement starts with a Master Action Plan (MAP), custom-built and reviewed quarterly to keep progress visible and measurable.
1:1 Coaching for Individual Advisors
Team Coaching for Advisor or Admin Teams
Practice Assessment & Operations Review
Business Planning & Revenue Strategy
Group Coaching for Emerging Advisors
Team Dynamics & DISC Assessments
Training Workshops (Productivity, Scaling, Client)
Coaching Program Outline
My proprietary process brings structure to your vision and momentum to your goals.
It is called The F.O.C.U.S.™ Framework
(Foundations · Objectives · Coaching · Understanding · Strategy)
Discovery & Needs Assessment – Clarify your vision, challenges, and opportunities
Strategy & Development – Define actionable solutions aligned with your business goals
Implementation & Coaching – Execute with accountability, tools & support
Measurement & Momentum – Track outcomes and build sustainable growth in your practice
My coaching covers
essential building blocks of a
thriving practice.
Strategic Growth planning
Client Relationship Management
Productivity
Succession Planning
Ideal client definition and messaging
Client experience models
Time management, Processes and Tech optimization
Team development and capacity planning
Interested in working with Karen and a peer group? Check out Advisor Success Network!
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