A Unique Approach
Cascade Coaching & Consulting is a leading consultancy firm of choice for professional financial advisors. We work with financial practice owners who want to build their personal wealth through practice equity through developing their CEO mindset.Our Work
Unwavering Focus
We do not blink – our commitment is to your success –however you define it!
Unique Approach
Team of professionals with broad experiences helps provide greater perspective.
Individual Attention
Highly responsive team considers advisor requests as our personal mission.
Foundation
It All Begins With You
Who are you as a person?
What are your top 5 personal values?
What principles and beliefs do you hold most strongly?
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Lead Coach and Specialist Roles.
Your Lead Coach is responsible for the on-going one to one relationship and your overall client experience. We leverage Specialists on our Team to work One-to-One with to find out what is the most important need for your business. We will measure and help you identify where your business is strong and where you need some guidance and coaching feedback.
Below is an example of a business evaluation we provided:
Where Your Business Needs To Be
100
Organizational Structure
Our Coaches will identify gaps in your organization and make the right recommendations
100
Business Systems & Processes
With years of experience, our coaches have seen quite a few different approaches, some work some didn't
100
Team Communication Plan
If your team doesn't know what is going on, niether will your clients, we will help change that
100
People Development
Everyone has to grow and develop their personal goals to stay competitive
Our schedule of fixed fees are determined by the scope and complexity of your organization. Our commitment to you is that our professional fees will never exceed the value that we deliver to you and your organization!