Need help? Contact: christy.charise@nm.com

ADVISOR MONTHLY
Group Coaching
$297 per month

Strategist: Christy Charise 


One 90 Min Call Each Month:
   45 Min - Topical Curriculum
   45 Min - Q&A/ Discussion/ Implementation
                    Support

6 Months Minimum; Quarterly Renewable

PROGRAM STARTS JANUARY 2024!

TERMS & CONDITIONS: Monthly Amount Auto-Billed Just Prior To Each Upcoming Month (N/A for pre-pay);
Clients May Cancel At the 6-Month or Quarterly renewal marks with at least one week notice via email; 
No Refunds; Early Termination Carries An Administrative Fee of 2x Monthly Cost
(For extreme and extenuating circumstances, exceptions can be requested in writing via email)

Item Price
$1,600
$297 every month
$297
Contact Information

ONE TIME OFFER - For an additional $297 per month: Available only at time of enrollment! Most months, we will reference a workbook, language, or course that has been built for our private coaching clients on the monthly topic. Or, we will preview a turn-key, functional template, resource or tool that has been built for use in our 5 Star Pathfinder Practice. By adding this option, you'll be billed an additional $297 each month and your program will include immediate access to the relevant resources, which range from $397 (our workbooks) to $997 (our trackers, practice tools and systems and coaching courses) when purchased separately. * This pricing is HEAVILY discounted, is NOT available after enrollment and will NOT be offered again. It can be removed from the program pricing, if desired, upon request during any program renewal period. **If more than one resource is previewed in a given month, this pricing includes advisor's choice among resources offered. (1 per month).

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Monthly Topic Examples:
  • Systems: Specific processes for tighter execution, greater advisor leverage & efficiency, and a more consistent client experience
  • ​Sales Cycle Efficiency: Non-Salesy approaches for creating urgency for your clients and team
  • ​Team: Comp Structures, Bonuses and Performance Reviews
  • Prospecting: Creative approaches for various markets; improving COI referrals 
  • ​Marketing: Executing high alignment client events, especially for high net worth markets
  • ​Closing Efficiency: Methods for Improving Closing Ratios
  • Branding: Creating aligned differentiation
  • Hiring: Systems and tools for successful on-boarding and efficient training of new team members

Additional topics can be suggested by the group and coverage order will be prioritized by group interest

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    Contact Me: christy.charise@nm.com

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