Anna N'Jie-Konte

Advisor Coaching Session

If you’ve found yourself here, then you must be looking for insight into starting, growing, or scaling your financial advisory practice, right? Maybe you’re a new advisor in need of a thought partner or perhaps a seasoned advisor who is looking for insights into starting and running an RIA. Whatever your needs may be, I would love to help! Things I can help with:How to select your nicheHow to structure your advisory offeringHow to onboard clients in an easeful waySetting up financial planning workflowsAdvisory tech stackHow to market & grow your practiceHow to attract young talent to your advisory practice& more! This is a single, 60-minute coaching session.

$497.00 USD

Advisor Coaching Package

If you’ve found yourself here, then you must be looking for insight in starting, growing, or scaling your financial advisory practice, right? Maybe you’re a new advisor in need of a thought partner or perhaps a seasoned advisor who is looking for insights in starting and running an RIA? Whatever your needs may be, I would love to help! Things I can help with:How to select your niche How to structure your advisory offeringHow to onboard clients in an easeful waySetting up financial planning workflowsAdvisory tech stack How to market & grow your practiceHow to attract young talent to your advisory practice& more! This is a package of three, 60-minute coaching sessions.

$1,200.00 USD

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