New York: Ithaca, NY and NewYork, NY
New Jersey: Flanders, NJ

Business Coaching

Our coaches are committed to YOUR vision, strategy and results!

"My business is doing well; revenues are up. YET, I feel chained to my practice. It's completely dependent on me, with everyone counting on me to solve countess daily problems. I can't get away. It controls my life."

If this story sounds familiar to you, we're not surprised. Every week, advisors tell us that they want to take back control of their businesses. They know a lot about best practices but don't have the wherewithal to implement systems that would help free up time to devote to strategic business planning and business growth. The best solution? Get a coach.

Our coaches come to you with years of financial industry experience, so your coach truly is your peer, someone with whom you can discuss, plan and execute your business goals and strategies.

The Ultimate Results Business Development Program

We will show you how to:

  • Recognize critical industry trends that you must leverage for success
  • Understand essential strategies to become an elite financial advisor
  • Utilize key proven business development tactics
  • And much more!

During this highly interactive program, you will learn how to:

  • Apply five key strategies that will take your business to an elite level
  • Implement four business development tactics proven to grow your practice dramatically
  • Replicate your top clients with targeted marketing and best practice tactics
  • Use referrals as an integral business building strategy.

Most important of all, you will identify clear, attainable business goals, and design your own Business Action Plan for successfully meeting them. The Plan will be your road map for building your practice, growing your assets under management, and providing world-class service to your clients.

Contact us today for a free, no obligation Business Needs Analysis, and coaching session with one of our coaches.

Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.

This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2016

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