Who We Coach · Wealth Advisors & Financial Professionals
The mind you bring into the room determines the advice you give.
Coaching for advisors, planners, and financial professionals who want to lead client conversations with more clarity, courage, and confidence.
You're not selling a product. You're sitting across from someone making decisions about their family, their legacy, and their identity, dressed up as decisions about money. The advice you give is only as good as the mind you bring into the room. And in three decades inside wealth management, the variable that mattered most was never the market.
The Reality
Four pictures of the advisor's challenge.
Most advisor coaching focuses on sales technique. We see four bigger challenges. Read these and notice which one fits where you are right now.
The mind you bring into the room.
Markets fluctuate. Clients shift. Regulations change. The only variable you fully control is what you bring to the conversation. And nobody coaches advisors on the one thing that determines whether their advice actually lands.
The AI question nobody on your team will name.
Robo-advisors rebalance. AI drafts statements. Algorithms pick funds faster than you can. The fear isn't that AI will replace what you do. The fear is that you'll spend the next five years trying to keep up with the technology instead of becoming the kind of advisor it can't touch.
Carrying everyone's anxiety, including your own.
Your clients bring you their financial fears, their family conflicts, their decisions about money that are really decisions about identity. You hold all of it. And nobody asks who holds it for you. The cost of carrying everyone shows up in your energy, your relationships, and eventually in the quality of the advice you give.
The succession question nobody is asking you.
You've built a book worth selling. Or worth keeping. Or worth handing to a successor. Everyone wants to talk to you about valuation, multiples, and timing. Nobody is asking who you become when you stop being your clients' trusted advisor. That question deserves the same rigor you bring to your clients' next chapters.
How We Work With Wealth Advisors
Two perspectives. One framework. Coaching from someone who has actually sat in your chair.
Most coaching engagements give you one coach's perspective. We bring two, deeply aligned and openly different. You work with one of us as your primary coach. You get both perspectives in the work. And for this audience, one of those coaches has actually sat in your chair.
The executive lens.
Jen spent three decades inside wealth management at the most senior levels. She served as President of Bryn Mawr Trust Wealth Management and as Chief Wealth Strategist at PNC, leading divisions through growth, scale, and sale. She holds a JD, MBA, CFP®, and CHPC certification. She has sat in your chair, led your peers, and coached advisors through the conversations that determine careers. She understands the seat from the inside: the regulatory weight, the fiduciary pressure, and the loneliness that comes with carrying everyone's stakes.
"She asks the question you do NOT want to answer."— Skip M.
The operator lens.
David trained Special Forces operators for ten years and has served as a wilderness search and rescue technician for six. He brings the discipline of operating under conditions where the stakes are unrecoverable and the cost of getting it wrong cannot be undone. The same principles translate directly to advisors leading client conversations under conditions that don't negotiate.
The work rests on the High Performance Institute's research-backed framework, layered with field-tested protocols from elite military training, three decades of executive financial leadership, and a 2023 cancer journey that put every principle through its hardest test. The Radar measures your behavior across 28 dimensions and turns coaching from feel into data. The In-Between keeps you moving when sessions end. The Proof shows up not in how you feel, but in what the Radar measures across three points in your engagement.
"For anyone in financial services wondering whether coaching is worth the time, I would say what I would tell any client sitting across the table from me: look at the results. I came in stuck. I finished a book. I am building my TED Talk. And I keep coming back because the ROI compounds."
SKIP M., Advisor, Financial Educator, Founder, Author
Watch a Fox Talk
Advice doesn't move people. Influence does.
Science of Influence — How High Performers Move People
With David FoxYou give great advice. Your clients don't always follow it. The gap isn't your analysis. It's your influence. Influence isn't manipulation. It's the disciplined practice of helping someone make a decision they'll actually execute. David breaks down the four levels of influence, where most professionals live (level one), and how to move higher. Apply it in your next client meeting.
Watch on YouTube →The Quick Scan
See your own Radar.
The full &FOX Radar maps your behavior across 28 dimensions. It takes about 20 minutes to complete and forms the diagnostic foundation of our coaching work.
The Quick Scan is the shorter version. Six dimensions. Five minutes. You'll see your own Radar across the six core areas of effectiveness, plus a short read on where you're strongest and where capacity may be waiting.
Free. Immediate. Yours to keep.
Take the Quick ScanFive minutes. No call required. Your results are yours.
Ready to Talk
One honest conversation. You'll know if we're the right coach for the advisor seat.
Book a 30-minute Introduction Call. Three questions, one honest conversation. You'll leave knowing whether we're the right coach for the work in front of you.
Book a 30-Minute Introduction Call