Coffee with Amy Monthly Group Training and Strategy

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Coffee with Amy Monthly Group Training and Strategy

$1,500.00 every 3 months

☕ Coffee with Amy: Monthly Growth Calls for Financial Professionals

💡 A candid, no-fluff discussion group for financial professionals looking for real strategies to grow—without hiring a full-time CMO or sales coach.

What You Get:

✔️ One Monthly Live Group Call (Last Friday of each month @ 12PM PST / 3PM EST for 90 minutes). If this is a holiday, we will move it to the following Friday.) – Bring your biggest challenges and get real-time insights.
✔️ Ask Anything – Whether it’s marketing, sales, client acquisition, or firm operations, get practical advice.
✔️ Breakout Discussions – Connect with other financial professionals, not just wealth managers.
✔️ Casual, No Homework, No Worksheets – Just show up, engage, and take away valuable insights.

How It Works:

💰 $1,500 Prepaid for 3 Months (or $500/month) and automatically renews every three months
🚀 Join Anytime & Use Sessions When You Need – Your sessions never expire. If you miss a month, your credits roll over to the following month
📅 Meets the last Friday of each month @ 12PM PST / 3PM EST. If this is a holiday, we will move it to the following Friday.
🚪 Cancel Anytime After 3 Months

Why This Format?

📈 No Overthinking – Just Show Up and Get Answers – No prep, no assignments, just real conversations.
🔄 Designed for Busy Financial Professionals – Attend when you can, use your sessions whenever needed.
🤝 Expand Your Network – Meet professionals across wealth management, asset management, and financial services.
🚀 Guaranteed Value – If we don’t have enough participants to one session and it’s just you, you still get 1:1 access to Amy.

How to Join:

1️⃣ Sign Up & Prepay $1,500 for 3 Months
2️⃣ Get the Invite to the Next Coffee with Amy Call (Last Friday of each month @ 12PM PST / 3PM EST). If this is a holiday, we will move it to the following Friday.
3️⃣ Show Up, Engage, and Get Real Insights – or book a 1:1 session if you miss the call!

See our video here!

Coffee with Amy – Discussion Topics Menu ☕🚀

Each month, we dive into real, no-fluff discussions on the challenges and opportunities financial professionals face. Topics will be driven by your questions and needs, but here’s a preview of what we may cover:

📈 Sales & Business Growth

✔️ Sales Cycles & Closing Strategies – Understanding prospect psychology, handling objections, and securing commitments.
✔️ Fee Structuring & Pricing Models – Flat fee vs. AUM, retainer models, and how to charge what you're worth.
✔️ Lead Generation & Prospecting – What actually works in today’s competitive market.
✔️ Building & Scaling a Referral Network – Turning clients and COIs into powerful advocates for your business.
✔️ High-Net-Worth & Ultra-HNW Client Acquisition – How to position yourself for affluent clients.

🏛️ Firm Strategy & Independence

✔️ Starting Your Own RIA – Everything from compliance to branding to tech stack.
✔️ Going Independent – Pros and cons, transition challenges, and making the move seamless.
✔️ Working with Broker-Dealers vs. RIA Models – What’s best for growth and long-term success?
✔️ Building a Brand That Attracts Clients – How to stand out in a crowded financial market.

🤝 Client & Relationship Management

✔️ Conflict Resolution with Clients & Partners – Navigating difficult conversations without losing business.
✔️ How to Retain & Expand Relationships – Keeping clients engaged and growing with you over time.
✔️ Navigating Family & Multi-Generational Wealth – Engaging heirs and ensuring smooth wealth transitions.

🎯 Leadership & Team Development

✔️ Hiring & Managing Teams in Financial Services – Finding and keeping top talent.
✔️ Delegation & Process Optimization – Running your firm like a business, not a job.
✔️ Creating a Sales Culture Inside Your Firm – How to get your team motivated to grow the business.
✔️ Exit Planning & Succession Strategies – Preparing your firm for long-term success.

🛠️ Marketing & Positioning

✔️ Social Media Strategies That Actually Work – Organic vs. paid strategies for financial advisors.
✔️ Building Thought Leadership & Authority – How to become the go-to expert in your niche.
✔️ Branding & Messaging That Attracts Ideal Clients – Creating a story that resonates with prospects.

📅 What You Get: One monthly session where we discuss what’s most relevant to YOU. Ask anything, share experiences, and get straight-to-the-point insights from Amy and your peers.

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Rules & Expectations

To maintain a valuable and respectful environment, all members must adhere to the following:

Participation Required – Everyone is expected to contribute, whether by asking a question, sharing insights, or engaging in the discussion. Passive listeners take away from the group experience.

Strict Confidentiality – Everything discussed stays within the group. You may not share other participants' contact info, ideas, or strategies without their explicit approval.

Respectful Conduct – Any form of inappropriate behavior, including aggressive sales tactics, disrespectful comments, or disruptive behavior, will result in immediate removal with no refund.

Safe & Supportive Environment – This is a judgment-free space where professionals can openly discuss challenges. Be constructive, not critical.

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.