– 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!
- 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!