Additional services

Coaching - Through weekly coaching calls we help you continue to move forward and manage change in your organization. 

– Ongoing coaching for clients on areas such as

  • Visioning and building your dream firm
  • Strategic planning
  • Tactical rollout of office initiatives
  • Effecting organizational change

Ready to start the conversation?  Give us a call!

 

Speaking - Erin is a sought after speaker at industry events on topics such as:

  • How to systematize your business
  • Successfully building workflow
  • Getting the most from your CRM
  • Using technology to increase the effectiveness of your firm
  • Creating a female friendly practice

Erin is also available to speak at your client events on various financial planning topics.

Ready for some company at your event?  Give us a call!

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