Run your wealth management business with confidence.
A business that operates smoothly starts with a well-managed team.
More joy
More time
More meaningful life
“My education and training didn’t prepare me for this…”
Your financial business used to be a one-man show. Life was simpler—until your business grew. Now you’re operating a business and managing a team. When did you quit running your business and your business began running you?
Gain a quality of life you thought was unachievable.
Create a well-managed team that builds your business. Deliver excellence to your clients so they can achieve their life ambitions. Feel purpose, enthusiasm, and inspiration in the work that you do.
Your fractional COO and consultant with over 40 years’ experience as a financial advisor.
From being a private wealth advisor to senior vice president and senior managing director for various investment companies, I’ve seen the struggles and stress many financial advisors experience when they’re running their own business and managing a team.
Drawing upon decades of real-world experience and knowledge, I help financial advisors build a well-managed team so they can spend their time doing only what they can and want to do… and delegate everything else.
There’s more than one way to support your business.
Choose from a wide variety of topics specifically geared to the needs of financial advisors.
Have a team that’s struggling? Flex your leadership muscle and bring your team back on track.
Need better technical or communication skills? Need better listeners instead of better talkers? Let’s have a conversation.
Ideal if you have time constraints or skills gaps in running your organization. I can help fill those voids in your business.Perry Chesney quickly proved to be an objective voice of reason and discernment. He helped our firm communicate and engage issues that enabled us to grow and perform better. Perry’s vast industry knowledge and passion to help others has had an immeasurable impact on our firm and the people we serve.
It’s really challenging to put in a short paragraph what Perry has done for me. I literally could write pages about how he’s guided me personally and professionally for the last 17 years. If I could sum it up, I would say this: If you want to become one of the 1 percenters, partner with a coach like Perry as soon as you can. Thank you for all you do, Perry.
Recent Articles
Great Financial Advisors Don’t Need a Marketing Strategy
Become Your Clients’ Protector With Great Technical Skills
The Single Most Underdeveloped Skill that Yields the Highest Returns
Let’s have a conversation.
1. Discover: First, we’ll have a conversation to ensure we’re a good fit.
2. Develop: I’ll design a plan suited to you.
3. Deploy: Execute the plan and run your business with confidence.