Mentorship
Lead with Clarity. Build with Structure. Leave a Legacy You’re Proud Of.
Limited, invitation-only mentorship for financial advisor firm owners and agency leaders who want a seasoned COO partner to accelerate hiring, systems, and succession—without losing the heart of the business.
Who This Is For
- Founders still in production who are ready to step into true agency leadership
- Agency owners with 5–10+ team members who need structure, cadence, and accountability
- Leaders preparing for succession who want continuity without chaos
- Firms committed to values-based hiring, clear delegation, and client-first service
Outcomes You Can Expect
- A clear 12-month operating plan aligned to vision, values, and revenue goals
- The right seats filled with the right people (values + behaviors + scorecards)
- Weekly leadership cadence (meetings, metrics, accountability) that actually sticks
- Documented systems for marketing, sales, and service - so growth is repeatable
- A practical succession path (timeline, roles, readiness, transition scripts)
How Mentorship Works
1.
Strategic Fit Call (no charge) – Confirm goals, team stage, and capacity to implement.
2.
90-Day Build (Sprint) – Prioritize 3–5 critical wins such as hiring, delegation, or meeting rhythm.
3.
6-Month Mentorship (Extend) – Sustain and scale: cadence, systems, hiring, succession readiness.
4.
Graduation or Ongoing Advisory – Either maintain with light advisory or move into a focused project.
Engagement Options
Private Mentorship (Flagship)
- 2× / month 60-min leadership calls (Zoom)
- On-call advisory via email with 1–2 business day turnaround
- Custom scorecards, hiring ads, interview flows, onboarding plans
- Meeting rhythm design (weekly, monthly, quarterly)
- SOP templates for marketing, sales, service, and handoffs
- Values/Behaviors assessments and debriefs for key roles
- Quarterly strategy reset with metrics review and plan refresh
90-Day Hiring & Systems Sprint
- Weekly working sessions for 12 weeks
- One priority pipeline (hire or promote) + one core system (e.g., delegation flow)
- Candidate presentation package + decision support
- Implementation checklists and team assignments
Succession Readiness Track
- Founder/Successor role clarity + capability roadmap
- Phase-in/phase-out plan, client communication scripts, KPI guardrails
- Conflict prevention protocols to protect relationships and clients
What’s Included
- Operating Plan – 1-page strategic map + 12-week sprint board
- Hiring Toolkit – Scorecards, ads, interview flows, assessments, onboarding paths
- Leadership Cadence – Agendas, dashboards, accountability system
- System Cards – Visual SOPs for marketing, sales, and service handoffs
- Succession Brief – Timeline, milestones, readiness matrix, communication plan
Example Transformations
From Operator to Orchestrator:
Founder reduced personal production by 30% while doubling team output with scorecards, cadence, and clearer handoffs.
Hiring that Sticks:
Replaced churn-prone roles with values-aligned hires; 9-month retention at 100%, NPS up +18.
Succession Without the Bloodbath:
Two-partner firm aligned on roles, incentives, and client transition; zero top-client attrition during handoff.
Is This You?
- You want to stop firefighting and run the firm on rhythm.
- You value candid feedback, fast iteration, and measurable progress.
- You’re willing to implement between calls (or delegate to someone who will).
Capacity & Investment
Mentorship is limited to a small number of firms at any time to ensure focus and pace. Investment depends on scope (Private Mentorship, Sprint, or Succession Track). Options are outlined after the Fit Call.
FAQ's
How is Mentorship different from Fractional COO services?
Mentorship blends coaching, implementation, and decision support. Fractional COO is a deeper, embedded role. Many firms start with Mentorship and later graduate into a Fractional engagement.
Do you work with teams directly?
Yes. When helpful, we facilitate team debriefs, hiring panels, and cadence workshops.
What’s the time commitment?
Expect 1–2 hours/week for leadership work plus implementation time by you or your delegate.
Do you require assessments?
Yes—for key roles. Values & Behaviors data prevents costly hiring mistakes and accelerates coaching.
Next Steps
Mentorship is not for everyone. It’s reserved for leaders who are ready to commit to structure, cadence, and accountability—and who want to build a firm that runs on rhythm, not firefighting. If you’re not ready to implement between calls or empower your team, this isn’t the right fit.
Ready to explore Mentorship?
If you’re a financial advisor firm owner or agency leader with a 5–10+ person team who is serious about building structure, leadership cadence, and succession readiness, I invite you to apply for a Strategic Fit Call.