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Book Cover for: Mastering Your Momentum: Close the Gaps in 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus, and Freedom, The Personal Coach

Mastering Your Momentum: Close the Gaps in 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus, and Freedom

The Personal Coach

You've hit a wall with your financial advisory business. You're burnt out, overwhelmed, or don't know how to keep growing your company. Whether you want to earn more revenue or break into other markets, you need to infuse something new into your business.


In Mastering Your Momentum: Close the Gaps in 15 Critical Areas of Your Financial Advisory Business to Achieve Confidence, Focus, and Freedom, The Personal Coach team teaches you how to regain your momentum to break through that wall. Their self-assessment tool, The Velocity Indicator, identifies your strengths and weaknesses in fifteen critical areas of your business. Once you recognize the gaps in your business plan, The Personal Coach team offers practical exercises and strategies for bridging those gaps and reinvigorating your business with purpose.


Even the most successful advisors hit a wall while growing their business. Mastering Your Momentum gives you a clear picture of how your business has come this far, and how you can take it even farther.

Book Details

  • Publisher: Houndstooth Press
  • Publish Date: Jan 16th, 2024
  • Pages: 314
  • Language: English
  • Dimensions: 8.50in - 5.50in - 0.70in - 0.88lb
  • EAN: 9781544542751
  • Categories: Corporate Finance - GeneralDecision Making & Problem SolvingInvestments & Securities - General

About the Author

Coach, The Personal: - The Personal Coach team is a group of professional business coaches who help clients recharge their business momentum. Each coach at The Personal Coach has more than two decades of experience in the financial services industry. Their mission is for advisors and their teams to achieve three outcomes: confidence, focus, and the freedom to achieve an extraordinary business and life. For more details about The Personal Coach and Brad Amlin, please visit masteringyourmomentum.ca
Amlin, Brad: - Brad Amlin began his advisory career at a multinational insurance company in 1997. In 2001, Brad joined Marlatt Insurance Agencies as an associate. He and his wife, Heather, later purchased the business. As a financial advisor, Brad worked directly with individuals to identify their unique financial goals. In 2013, Brad and Heather sold their practice to Cornwall Wealth Management.For more details about The Personal Coach and Brad Amlin, please visit masteringyourmomentum.ca
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