What if a Coach Could Help You to:

  • Get More Names

    Are you getting enough new names? Most financial professionals struggle to develop systems for collecting new prospective clients.

  • Set More Appointments

    Once you get a name, do you have a reliable system for following up and setting meetings?

  • Get More Clients

    Many financial professionals struggle to convert prospects to clients. Obviously, this is a problem.

Trusted By

What You'll Gain Access To:

  • One-on-One Coaching Sessions

    You'll meet with your coach on a bi-weekly basis to enhance your professional development, boost business growth, and improve your ability to serve clients.

  • Mondays and Fridays

    You'll participate in 30 minute masterminds which reinforce the principles of self-management.

  • On-demand Learning

    You'll learn at your own pace through access to self-driven, on-demand learning.

  • Mastermind Sessions

    You'll participate in an hour-long mastermind session once a month, where you'll take your practice to the next level.

  • Monthly Office Hours

    You'll have access to our Office Hours session where you can drop in and get any questions answered.

  • Online Community

    You'll have access to our online community of Financial Professionals participating in our trainings.

We've been in your shoes

And we can help you develop habits and systems for every critical activity in your business

Get started now

Your Investment

Bi-Weekly, 30-minute One-on-One coaching sessions.

Timing Will Never Be Perfect

But now is a great time to invest in yourself and your business.

Let's Get Started

Your Primary Coach

  • George Grombacher

    Chief Community Officer

    George Grombacher

    A 24 year finance industry veteran, podcaster, writer and speaker, George is working to help people get better at money and live how they want. He spent 10 years with a Fortune 100 company as an advisor and in leadership positions where he impacted thousands of people and developed training curriculums. He's the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy, the host of the LifeBlood podcast and the Aligned Money Show, and the author of five books. He's been named to Investopedia's list of the Top 100 Most Influential Financial Advisors five times. He is husband to Emilie and dad to James, Jack, and Josephine.