Premier Concierge Coaching & Consulting for Individuals Financial Professionals, Teams, Groups & Practices

A select and limited number of financial professionals will have unparalleled access to Fin-Comm for Premier Concierge Coaching and Consulting services including, but not limited to –

Scheduled programs and workshops customized for your objectives and needs with review and follow-up sessions to fit your schedule

Research and presentation development for specific investment and wealth management cases

Review, development and refinement of personal marketing content

Presentation strategy and design for high net worth business development opportunities

Presentation strategy and design for institutional business development opportunities

Development and scripting of agendas and storylines for interactions with prospects, clients and centers-of-influence

Development of subject matter “Safe Harbors” critical to your client service model

For Managers – Recruiting advice, including negotiation skills, presentation skills and role-playing

Defining your “Core” and your “Fifth Element”

Improving collaboration with internal and external specialists and partners

Communication skill-building practice, coaching and refinement

Strategies and tactics for gaining a competitive edge

Receive the time, unparalleled access and personalized care and service you deserve. Receive insight, guidance and expertise when you need it.

Let’s schedule an appointment to discuss a Premier Concierge Consulting and Coaching engagement for you, or you and your team.