Premium Business Consulting
Do you have a specific problem that you need some expert advice on? We often hear from members seeking short-term support or personalized solutions for a particular topic, process, or issue they’re facing in their firm. If this sounds like you, a quick-fire consulting package might be the right fit.
Not sure? This usually sounds like, "I just need someone to review my financial planning process (website/fee model/job description/hiring plan/growth goals) and tell me if I’m missing something or on the right track." You might also be looking for personalized support to get a customized system set up or to diagnose a problem in an existing process. If that one-on-one time and solutions-oriented support are what you’re looking for, a consulting package might be ideal for you.
Packages and Pricing
Consulting is available at a rate of $499 for one session (45 min)
- The sessions are designed in a way to offer on-demand support, perspective, and consulting, but they do not include on-demand email support.
- Sign up here to start consulting!
- Billing will be done directly through XYPN.
Consulting Ideas:
Meet with Arlene Moss, XYPN’s Executive Business Coach, to tackle the challenging practice management issues you face as your firm grows.
Example Topics:
- Supervision and Management
- Mock Meeting or Tough Conversation Practice (Plan presentation, Sales calls, Firing a Client, Providing Feedback, Raising fees etc.)
- Pick Me Up: Mindset, Motivation and Accountability
- Refining Client Lists
- Niching
- Financial Plan and Process Review
- Public Speaking (applying for, organizing sessions, practicing sessions, etc.)
- Decide When and What Role to Hire
- Set Your Growth Goals
Signing Up
- You can sign up here for Premium Business Consulting!
- Once you request consulting services in the XYPN Portal, you’ll receive an email within 2-3 business days confirming your consulting services or sharing additional information. If the Coach is available, you’ll receive a link to schedule. If signing up for 2 sessions, plan to use the link to schedule two sessions, at least one week apart and preferably two weeks apart.
- If the Coach cannot meet with you immediately, you’ll receive an email sharing the anticipated meeting timeline and confirming your continued interest in the opportunity. If you have questions about scheduling, you can contact coaching@xyplanningnetwork.com. Same-week consulting calls may be coordinated by a Coach on a best-efforts basis, though availability for such calls can be minimal. Advanced planning is highly recommended.
Coach
Arlene Moss, Practice Management
Arlene has been coaching fee-only planners since 2004 and specializes in fee-for-service planners in the independent RIA space. She helps financial advisors beat overwhelm and tackle their frustrations, so their businesses soar. With a focus on practice management, Arlene works to ensure financial planners can help their clients prosper while creating a sustainable business model. Click here to learn more about Arlene's unique service offerings, courses, and easy-to-use templates!