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 $299 for 1 session (45 min), or 2 sessions (45 min each) for $499.
- 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 or Maddy Roche, XYPN’s Executive Business Coaches, 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.
Coaches
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!
Maddy Roche
Maddy Roche was XY Planning Network’s first employee and over her ten years with XYPN, has worked with thousands of advisors on their entrepreneurial journeys. Through these interactions, Maddy has built a library of knowledge on what success looks like and her passion has led her to be one of the most sought-after resources for XYPN’s membership. She listens intently, motivates with unparalleled energy, and lifts people up when they struggle with what entrepreneurship demands. By bringing together the understanding of what makes a financial planner successful with the empathy of knowing how much energy it takes, Maddy is the perfect coach to help advisors navigate their road to success.
As an Executive Business Coach, Maddy is fluent in the qualities that make an advisor and their firms successful, and she is abundant in her support and perspective. As a former public speaking coach and co-host of XYPN Radio, she has a rich history to draw from. Maddy uses this history to help advisors develop the confidence they need, find their authentic voice, and align their unique qualities with strategies that will drive success.