Who We Serve

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Who we serve. Images of women and men representative of our clients.

As a full-service practice management firm, we work with financial advisors (CFP®, CPA-PFS, RLP®, CeFT®, CFA, CIMA, and others) and firm owners and executives, as well as a select number of business leaders in technology and healthcare.

Most, though not all, of our clients have worked in finance for 10 years or more. Now, they want next level success. Whether they are starting a new RIA, expanding their approach or services, or preparing for succession, we help them clarify their compelling vision, break through obstacles, and achieve big things.

Client Testimonials

Jody is a rock star! She has been absolutely instrumental in guiding me, coaching me, and giving me confidence to face fears.
Carolyn Larsen-Weiber, CPA-PFS, RIA Owner

Having recently met Jody at the AICPA PFP Summit, and subsequently spending a fair amount of time working together on a project, I can wholeheartedly say that Jody is not only a gifted communicator and thought partner but a really special person. If you are looking for an executive coach or a practice-management consultant for your financial advisory firm, you'd be lucky to get in with Jody. I was also impressed with the educational module she delivered in partnership with me for the Alliance of Comprehensive Planners (ACP).
Marie Swift, President & CEO of Impact Communication

Through Jody's invaluable coaching, she taught me how to manage people, make change, and build teams. I appreciate that Jody distills her enormous knowledge of communication and human behavior into an actionable and memorable toolbox that can cause real results day-to-day in meetings, negotiations, and client acquisition. Hire her!
Adam Braus—Technology Leader and Entrepreneur

Thank you  for another great call! I appreciate the well-balanced advice, as always. Our work together has been a wonderful, fulfilling experience so far. I've learned and grown, and feel more grounded and have a firmer footing in my current situation. I know where I’m going, and with your help, I know I can get there.
Mark*, RLP®, RIA Executive (*Due to his employment, we've used first name only.)

I really appreciate Jody's approach and the succinct language she uses when coaching a client. It was both inspiring and supportive. She's quickly able to assess her client's needs and offers them encouragement and insights so they can step forward with intention. After working with Jody, I can now see the whole game board and how to move the pieces the directions I want to go and that is really empowering.
Lora Woodward, RLP®, Certified Coach

 

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