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Growing Your Business Through Coaching

As business owners, our advisors have the autonomy to run their practice how they’d like, but they also have the chance to engage with the Cornerstone Wealth Management community to learn best practices and strategies to grow productivity.

Cornerstone advisors can choose to be to be part of a coaching group consisting of their peers that meets regularly to enhance their business. We come together to help solve each other’s challenges, highlight opportunities for new business, share efficiencies in our practices – all with the shared goal of growing our businesses. After each meeting, our advisors have tangible takeaways and action items to use in their own practice.

Many of our advisors have seen positive outcomes from sharing successful business practices – not just new ideas but processes that have been implemented and have shown positive outcomes. These include investment techniques, effective technologies, marketing strategies and methods of communicating with clients. Together, advisors set goals, keep each other accountable and provide motivation. Our advisors say they enjoy the camaraderie of getting together regularly with the same group of advisors, as well as the confidential collaboration that occurs within Cornerstone coaching groups.

We want to provide all our advisors the support they need to be greater – because we believe that being good is never enough.