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Business coaching for financial advisers

Transforming your financial expertise into a profitable, scalable business.

Are you a financial adviser looking to streamline operations, grow your client base, or prepare your practice for the future? Do you want to increase profitability while balancing client relationships, compliance, and market fluctuations? Or perhaps you’re struggling to manage client expectations while striving to expand your business? Our business coaching for financial advisers is specifically designed to help financial professionals address industry-specific challenges and build a sustainable, growth-oriented practice.

Many financial advisers start their business driven by a passion for helping clients achieve financial security and long-term stability. They thrive on creating strategies that guide individuals and businesses toward their financial goals. However, while their financial expertise is critical, turning this passion into a sustainable, scalable business requires additional skills. Managing operations, building a client base, and navigating compliance are often new challenges. Recognising this gap is essential to growing a thriving advisory practice. This is where we can provide support.

Running a financial advisory practice involves much more than just giving sound financial advice. As a financial adviser, you’re constantly balancing client expectations, regulatory requirements, and market fluctuations—all while trying to grow a profitable and sustainable business. Our business coaching for financial advisers is designed to help you navigate these complexities by providing targeted, industry-specific strategies that empower your practice to thrive.

Working in the financial sector presents unique challenges, from managing client portfolios to staying compliant with ever-changing regulations, all while maintaining profitability and growth.


With years of experience growing his own business from the ground up, Connor scaled his agency from zero to £200k+ in monthly revenue in just a few months before a successful exit. His journey from start-up to thriving business gives him valuable insight into the challenges faced by financial advisers. By applying his strategies for operational efficiency and growth, Connor can help you streamline your practice, attract high-value clients, and set the foundation for a scalable, profitable financial advisory business.

Our business coaching offers financial advisers actionable insights and industry-specific strategies for growth, including structuring your services for profitability, attracting and retaining high-value finance clients, and managing your team and client relationships effectively.

Our business coaching covers the following key areas:

  • Developing a unique advisory positioning in the financial market
  • Building a profitable financial advisory practice
  • Creating efficient workflows for client management and services
  • Managing and expanding your advisory team
  • Growth strategies tailored for financial advisers
  • Client acquisition and retention strategies
  • Financial planning and management for advisory practices

With our coaching, you can build the financial advisory practice you’ve always envisioned. You focus on providing the best financial advice to your clients, while we help you establish a strong business foundation for growth and long-term success.

Business coaching process

Understanding

Each financial advisory business is different, from managing client portfolios to adapting to market trends.

We take the time to understand your business’s unique challenges and opportunities, allowing us to create a personalised coaching plan that aligns with your objectives.

Optimisation

We’ll review every part of your financial advisory business, from service delivery to compliance management, and identify areas for improvement.

Our goal is to optimise your business functions so you can serve more clients efficiently while maintaining high standards of service.

Accountability

As you implement new strategies, we hold you accountable to ensure you stay on track with your business goals.

We arrange for regular check-ins and milestone reviews to keep you focused on both short-term achievements and long-term growth, ensuring your advisory practice thrives.

Business coaching services

Many financial advisers are experts in finance but need support when it comes to growing and managing the business side of their practice. 

Our business coaching provides the tools you need to increase profitability, enhance client relationships, and stay compliant with industry regulations. 

We help you build a practice that grows sustainably while maintaining client trust.

Are you ready to scale up your finance advice business? Our team is here to guide you step-by-step. 

We are a specialist business coach providing experience-based 1-1 business consulting tailored to meet the needs and queries of financial advisers looking to run, launch, scale or exit their ventures.

Whether you’re still early in your independent finance advising career or looking to expand your business, our consulting covers everything from team management to client acquisition and compliance. With practical, actionable advice, we guide you through every stage of your business’s development.

Business coaching cost

Our business coaching for solopreneurs is delivered to the highest standards by a highly experienced coaching team.

With a no-waffle, direct approach to guidance, we provide the support you need, when you need it.

Pricing for our solopreneur business coaching is completely transparent.

On-demand business coaching

Our on-demand coaching sessions are the perfect choice when you want dedicated support without commitment.

What's included

Scheduled business coaching

We offer discounts for those clients who commit to coaching blocks of 6 or 12 sessions. Same service at a lower price.

What's included

Unlimited remote support

This is an additional service for our business coaching clients who want answers to their pressing questions between coaching sessions.

What's included

Confidentiality

The work that we undertake is held in the strictest confidence and we hold this responsibility with the highest integrity. However, the experience our advisors have gained working within their own and many other businesses is integral to providing an expansive breadth and depth of knowledge.

Commitment

No one likes to waste time. We will always be respectful of your time and commitment to our service. We’ll never turn up to a meeting under-prepared. But we expect the same in return. 

Get to know us

Connor McAuley

Managing Partner

FIND OUT MORE

If you want to explore the options of working with us, please use the form below. Once we have a few initial details, we’ll set up a completely free discovery call to understand how we might work best together. 

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Testimonials

I think a common concern for every entrepreneur or business owner who seeks out a consultant or professional advice is ‘can this person really understand me and my business?’. The answer when speaking about Connor is a definite yes! My time working with Connor was practical and effective. He doesn’t beat around the bush, he gives direct advice or insight without holding back, something that is very valuable to a company like ours.

Marcus O'Sullivan
Circulate

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