What a conversation with Steve is for

The stance

Steve coaches you the way he hopes you will coach your clients. Stay in the questions. Teach before you advise. Celebrate wins. Keep your word.

He looks for practical options where you can see a return, and he tells you the truth when a result will take time and diligence.

Who it is for

Individual advisors inside a firm that already has compliance structure. Teams of two or three. An advisor paired with a planner and a CSA. Firm leaders who need to grow, run, retain, and transition the business.

The first meeting

Bring the assessment if you took it, and the constraint you already feel. The meeting is a look at what your practice needs next.