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The FIVE Most Impactful Coaching Programs for Financial Advisors

Powered By: AFO | WEALTH MANAGEMENT FORWARD

accounting advisory service

According to the National Institute on Retirement Security, 95% of millennials are not saving enough for retirement. This means that these individuals will have to minimize their standard of living as they approach retirement or even be forced to push back their desired age for retirement altogether. With this in mind, we can look toward financial advisors for assistance in guiding our own financial success. Financial advisors take it upon themselves to assist clients with their short-term and long-term goals. However, like any other craft, the only way to achieve maximum success is through education and practice. Thus, we will dissect 5 coaching programs for financial advisors that aim to enhance the performance of advisors who are assisting clients aspiring to reach their financial goals. These programs provide key insights into the practices used by financial professionals and offer various methodologies that cater to the type of assistance needed — whether that being learning where to start, putting things back on the right track, or supplementing an already successful method. We will be dissecting CEG Worldwide, The Oechsli Institute, Carson Group, Clientwise, and Zoe Financial, which comprise some of the most widely used and impactful coaching programs for financial advisors looking to enhance their practice.

CEG WORLDWIDE

John Bowen Jr. founded CEG Worldwide in 2000 and is currently the CEO. His mission when creating the company was to build his own knowledge of the financial services industry in an effort to assist other financial advisors refine their skills. The program is comprised of 5 divisions: Capturing The Potential, The Elite Wealth Manager, Roundtable, The Elite Wealth Council, and CEG Advantage. Each division provides a unique workshop for enhancing member’s wealth management strategies depending on their background knowledge and educational goals. The programs provide a clear and effective path in order to achieve maximum results. Other resources included are events and books. Webinars and video conferences are organized on a monthly basis that provide a more hands-on guidance for members. Additionally, various readings are offered that emphasize key tactics for effective business development and client relations. Prior advisors who have taken the course have raved about CEG’s ability to increase revenue, client service quality, and manage a more efficient work-life balance.

THE OECHSLI INSTITUTE

When founded in 1978, Matt Oechsli had one goal in mind for The Oechsli Institute: help advisors grow. Through the help of Stephen Boswell and Kevin Nichols, the coaching program grew into one of the industry’s best training and marketing solutions for financial advisors. The company currently works with clients from some of the most prominent financial institutions including Merrill, Morgan Stanley, UBS, J.P. Morgan, and others. The program teaches its clients through one-on-one advice, pro group series, and on-demand courses. While there is no set time frame in terms of the duration of the course, The Oechsli Institute emphasizes that financial advisors who enrolled for at least three years achieved the greatest success.

AFO | WEALTH MANAGEMENT
FORWARD

Arrowroot Family Office (AFO) Wealth Management Forward’s holistic approach toward financial advisory provides assistance for clients regardless of their net worth. They empower their services through innovative technology that allows for the highest level of assistance and transparency. 

The program offers three levels for its clients. Level 1 is Outsource, provides collaboration with wealth management experts allowing the client to leverage their services in order to create value-based pricing arrangements. Level 2 is Partner, which includes complete access to the program’s services like training videos and webinars. Additionally, the client gains exclusive access to Partner Reports and the Partner Portal. Level 3 is Full In House RIA, which is an upgraded version of Level 2, while also offering access to industry experts. 

Through the one-on-one coaching and exclusive resources, clients have found significant improvements in their approach toward increasing revenue and improved marketing. Once clients implement these tools, they will experience instant increases in revenue from the program’s value-based pricing model. Additionally, advisors will walk the client through step-by-step how to allocate more time to their marketing efforts in order to help their firm grow.

AFO Wealth Management Forward allows clients to implement what they learn across various platforms including, financial planning, investment advisory, life insurance, and estate planning. The team at AFO works with their clients every step of the way to ensure goals are met by putting the client at the forefront of accounting and wealth management services.

CLIENTWISE

Founded in 2006, Ray Sclafani created ClientWise exclusively for the financial services industry. The program specializes in optimizing growth and maximizing revenue. The coaching staff for ClientWise includes an elite set of educators who are all members of the International Coaching Federation. Accordingly, all coaches adhere to a strict code of ethics and are committed to forming a joint partnership with the advisor. The staff has worked with over 1,500 top industry performers, which allows them to provide a a holistic education on the various challenges and opportunities within the industry. ClientWise identifies the goal of the advisor and then matches the advisor with an IFC coach that mirrors their preferences. The course follows a 9-step process, where advisors pinpoint their own objectives to which the coach helps them achieve. The mentorship allows financial advisors to gain insights of tactics they can later implement on their own and within their own business.

ZOE FINANCIAL

Andres Garcia-Amaya founded Zoe Financial in 2016 and, while relatively new, shares the aims of other financial advisor coaching programs in assisting advisors make better financial decisions. Zoe understands the difficulty in finding a competent advisor, so they work toward providing assistance from a staff comprised of the top 5% financial planners in the country. Zoe utilizes an algorithm on their platform that curates the right coach for each advisor based on a questionnaire at the start of the program. The program identifies the advisor’s prior education, experience, overall financial knowledge, which allows Zoe to match advisors with the right form of assistance. Zoe understands the importance of taking a holistic approach toward financial planning and their coaches empower advisors with this awareness. The program allows for specialized assistance for a range of financial goals including retirement, investing, asset management, estate planning, and more.

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Why Choose Wealth Management Forward

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Maximize your current book of business and bring in new clients through a wider range of services.

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