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Next Level Coaching

Matt obtained a Bachelor's of Science degree in Accountancy and his MBA from Northern Illinois University; as well as a Certificate in Management Accounting.


*Over 10 years of experience coaching financial advisors
*FPA Oak Council Board of Directors

*Series 6 7 63 & 65 securities licenses

Our coaching process includes:

Helping you get a vision for your practice objectives.
Identifying your practice and personal strengths and weaknesses.
Establishing coaching specifically focused at achieving your practice objectives.
Conducting monthly one on one coaching calls.
Group coaching calls held throughout the month, covering such topics as practice management, marketing strategies, referral generation ideas, event ideas, new products and their practical application, plus many other topics.

The goal of Next Level coaching is to help you make significant improvements to your practice management and marketing, and in doing so, improve your profitability and quality of life.

1. Understanding your Practice & Goals

2. Identify Strengths & Weaknesses

3. Establish Practice Coaching Objectives

4. Conduct Routine 1 on 1 & Group Coaching Calls

5. Monitor Progress

6. Achieve Success

In general, advisors often hire and utilize a coach to serve as a sounding board to give them honest
feedback and to hold them accountable. There are many other benefits, tangible and intangible, to be realized as well.

Those who undertake coaching also can expect appreciable improvement in productivity, satisfaction with life and work, and the attainment of relevant goals.

A study recently conducted by the International Coach Federation (ICF) found that professional coaching maximizes potential and, therefore, unlocks sources of productivity:

Improved Time Management 57%

Improved Work Performance 70%

Improved Business Management 61%

Improved Relationships 73%