Tell Us A Bit About You!

Is there a particular question or topic you would like to explore?

A question you might wish to raise during the Q&A portion of the call?

Our calls are pre-planned and scheduled, but we will endeavour to include material requested by delegates.

What is the urgent priority you'd like us to address with you during the call?

What is your pain point and what value do you want to extract from the call and from your next steps?

What value do you wish to extract from the call with us? What does success look like for you on this issue?

What would you like to focus on over the 30-day period working with us?

Do you have 1-3 specific issues to address?

If you are looking for broader coaching across your planned or current practice, help us understand what you have in mind?

Please send us any additional details or background information you believe would help maximize the value of our time together.

What does a clear "win" look like for you after we have worked together over an agreed 30-day period?

Please share with us, where you are in the process of establishing or growing your advisory practice. Let us know where you believe we can deliver the most value over a three-month coaching program. We'll arrange a 60-minute onboarding call to complete a more detailed analysis, and come back to you with a program roadmap.