For Growth-Minded Financial Advisor Firm Owners and Agency Leaders
You’ve built something meaningful. But as your business grows, so does the complexity. If you’re carrying too much of the operational weight – or your team feels like it’s hitting a ceiling – it’s time to bring in strategic leadership that supports the business behind your advice.
I work best with financial advisors who aren’t just managing a book of business – they’re building a firm. Whether you’re scaling a team, preparing for succession, or refining your systems for growth, I bring 35+ years of experience to help you lead with clarity, build with confidence, and execute with consistency.
We Work Best With:
These businesses are often led by founders who are still active in advisory roles but are ready to elevate their teams, delegate more effectively, and implement scalable systems to support long-term growth and succession.
Owners of boutique financial services firms in Canada and the U.S.
Firms with 5–10 team members, including associate advisors, licensed assistants, and operations roles
Clients transitioning from financial advisor to agency owner, ready to move from production to strategic leadership
Firms seeking support with leadership development, hiring, systems, and business planning
You Might Be a Fit If...
You Lead a 5–10+ Person Advisory Team
You’re wearing too many hats – handling operations, leading client relationships, and trying to keep your team aligned. You’re ready to delegate, but unclear on what to let go of or how to hold your team accountable without micromanaging.
You’re an Agency Owner Focused on Leadership & Structure
You’ve built a successful book of business and are now leading multiple advisors. But you know the business can’t grow – or run – on personality alone. You want better systems for hiring, training, marketing, and client service.
You’re Planning for Succession—But You're Not Ready to Step Back
You’ve poured years into your firm, and now you’re thinking about what’s next. Whether you’re planning a full transition or want to step back gradually, you need a plan that preserves your legacy and supports your team’s future.
What My Clients Have in Common
- They care deeply about doing the right thing for their clients and their team
- They’re ready to move from reactive to proactive leadership
- They know growth without systems leads to burnout—and they’re ready to fix that
- They want more clarity, capacity, and continuity in every area of their business
Real Results From Real Clients
Time to hire cut by 45% through a structured 12-step hiring process
Succession conflicts avoided through values-based alignment sessions
Team performance improved by 40% with scorecards, training plans, and clear role definitions
Firm capacity doubled by building marketing, sales, and client service systems that scale
Let’s Build the Business Behind Your Advice
If this sounds like you, I invite you to book a complimentary strategic conversation or explore the Services page to learn more about how we can work together.
Looking For a More Exclusive Path?
Beyond my core services, I offer a limited, invitation-only Mentorship program for agency founders who want a seasoned COO partner to accelerate hiring, systems, and succession—without losing the heart of the business.