Businetiks Coaching For Financial Planners

Businetiks Coaching For Financial Planners

If you are a financial planner, working on your own or as part of a large firm, you are responsible for your income. If your compensation is primarily based on commissions, then whether you realize it or not, you own your business. Businetiks Coaching is an ongoing program that will give you success starting with a solid foundation on the Businetiks process. The coaching program gives you the tools to build your success, delivers continuing coaching services and teaches sound business practices and innovative techniques to achieve your goals and enhance them.

For financial planners we provide scheduled, one hour telephone coaching sessions that cover detailed descriptions of your goals, analysis of your motivations, defining your business model, and make sure you understand the basics of the processes you will need to succeed. Additionally, we work with you to create communications plans that you will allow you to get your message out while still adhering to compliance regulations.

For more information or to sign up for Businetiks Coaching, call Eric Lopkin at 860-343-1579 or e-mail The Modern Observer Group using the Contact Form