TOTAL PRACTICE MAKEOVER Group Coaching
TPM Group Coaching will help you and a small group of your peers DESIGN advice-based practices that will ATTRACT the right clients with ease and support you as you fully IMPLEMENT these strategies so that you can build profitable and purpose-driven businesses!
Click on the button below to apply for a FREE 30-minute call to determine if TPM Group Coaching with The Intentional Advisor is right for you!
TOTAL PRACTICE MAKEOVER
GROUP COACHING
The TPM Group Coaching Program is a full 12-month practice makeover that can be undertaken all at once or one package at a time. The recommended sequence is DESIGN, ATTRACT, and then IMPLEMENT. Both DESIGN and ATTRACT can be done as stand-alone packages.
$2,000*
3-MONTH PACKAGE
*Price is per advisor
3-8 advisors in a group
Delivering on the Promise Online Course
6 Virtual Coaching Calls
3 Months Unlimited Email Access
BONUS
TIA Purpose Planner
($5,025 Value)
$2,000*
3-MONTH PACKAGE
*Price is per advisor
3-8 advisors in a group
The Discovery EXPERIENCE Online Course
6 Virtual Coaching Calls
3 Months Unlimited Email Access
BONUS
TIA Purpose Planner
($4,775 Value)
$2,000*
6-MONTH PACKAGE
*Price is per advisor
3-8 advisors in a group
Financial Life Organizer Online Training
6 Virtual Coaching Calls (monthly)
6 Months Unlimited Email Access
BONUS
TIA Purpose Planner
($5,275 Value)
Payment plans are available. Let us know in your application if you are interested in a payment plan.
Would you like to get up to 70% off?
We depend on you to form your own study group. Group leader discounts are available for groups of four or more. You can earn a 10% discount for each person you recruit to participate in TPM Group Coaching with you.
TEST YOURSELF
If you are new to the TIA Community, you might be asking yourself, "What's an Intentional Advisor!?" Take this video guided practice assessment to find out if you are delivering a high-value, client-centric, comprehensive financial planning EXPERIENCE.
GET THE DETAILS
You will notice that each coaching package has a built-in online course or training. We use these courses as the foundation of our work together and you get lifetime access as part of the group coaching tuition. They are yours to revisit year after year!
JOIN THE COMMUNITY
The TIA Mastermind Facebook Group is an advisor-only community dedicated to connecting purpose-driven financial advisors to share best practices for delivering Advice-based Planning. Join us on our journey to become Intentional Advisors!