Our coaching process is specifically tailored to an individual so that he or she can achieve new heights in performance and results. Our coaching approach combines practical advice with a structured strategic process to bring disciplined accountability to a coaching relationship. To help achieve firm goals, we provide education, positive support, critical feedback and advice to improve effectiveness and success in marketing and sales activities and support.
Our coaching programs are designed to improve the key areas that every leader is responsible for: People development, client service, practice development, leadership and profitability. With our coaching relationships, we will also provide coaching around partner or employee conflict, working through difficult decisions. We also provide you access to our tools and resources. As a result, you will be able to utilize tools that are based on a proven system, improve your personal bottom line, improve profitability in your firm, and develop successful rainmaker habits.
These coaching resources are available either through pre-scheduling calls at a convenient time or if needed as on demand coaching for a check in, conflict resolution opportunity, brainstorming session, best practices session, pursuit coaching, etc. Choose the type of coaching that best meets your needs:
| Areas of Focus | Why It’s Important | Accountability Tools |
| One on One Leadership Coaching | Provides support for any/all of the following: Managing Partner, Partner, Executive and Manager, HR, Marketing, Goal setting, accountability and measurement Idea generation and performance encouragement Problem solving Conflict resolution Revenue Action Plan coaching | Strategic Plan Revenue Action Plan Goals BAR sheet |
| Growth Team Coaching | Provides designated growth leaders with 1:1 customized support and advice for challenges they face in implementing their growth plans | Niche plan |
| Client Loyalty Coaching | Provides support for building client loyalty through “X” and “A” Client Bear Hug Meetings and follow up | Bear Hug Action Plan Strategic Plan |
| Pursuit Coaching | Provides support in prospect pursuit strategies throughout the targeting phase, the uncovering needs, solution development and resolution | Pursuit Plan |