Our TRAINING SERVICES

Leadership Training

In businesses of all sizes, creating a pipeline of top talent is crucial for growth planning and filling future leadership roles.

OUR LEADERSHIP TRAINING PROGRAMS:

- ELEVATE YOUR LEADERSHIP TO THE NEXT LEVEL

Elevate performance through trust, vision, and action.

- GROWTH ACCELERATOR FOR EMERGING LEADERS

Leaders of Tomorrow that Drive Growth, Culture & Continuity

- 30-DAY LEADERSHIP CHALLENGE

Drive Results In just 10 minutes per day for 30 days

- CULTURE BY DESIGN

Strategic and Practical Approach to Achieve a Culture that Works

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HIGH PERFORMANCE TEAM TRAINING

- PRE4TEAM

The PRE4TEAM program is for Financial advisory teams focused on growth and book succession. We developed the PRE4TEAM after 20 years of experience in developing advisors with the ownership mindset, leadership skills, and client trust. The program focuses on the triple-win skills needed to preserve and grow your business.

- THE PARTNERSHIP PLAYBOOK

A strategic roadmap to prepare and guide your successors to lead with confidence.

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COACHING AND MENTORING SERVICES

EMERGING LEADERS 1:1 MENTORSHIP MODEL

In businesses of all sizes, creating a pipeline of top talent is crucial for growth planning and filling future leadership roles.

While many leadership programs focus on refining the skills of employees already on the leadership track, there’s a significant gap in the development of emerging leaders who are untapped and have highly technical talents.

This untapped talent includes highly skilled problem-solvers who are self-motivated and may come with their own set of barriers and gaps.

However, with the right tools, guidance, and mentorship, they can learn to balance their drive with greater leadership abilities and become the driving force and future of your business legacy.

Customized Workshop Sessions

Behavioural ROI - Predictive success with the "right" behaviours that make a real difference
Succession That Works - Plan before Sale
Delegation - The art of letting go
EQ skills - Top skills that make a real difference
Culture By Design - A Culture That Works
Leadership - kickstart for HOW-To lead others
Team Performance - the key actions that make the magic happen
Burnout Prevention - Stress-buster Skills
Coaching - skills that all managers should know

Call us if you need a specific training session - we can customize and deliver for your team's development needs.

Book Free Consultation Today!

Building Strong Successors for a Confident Exit

Your Legacy Matters—Let’s Protect It!

You don’t just want to walk away—you want to ensure your business thrives beyond your leadership. I help business owners like you develop a succession strategy with the team that will preserve what's important for sustainable growth and profitability.

Maximizing Business Value Before You Exit

If selling is in your plan, I help increase business valuation by optimizing leadership abilities and structures, operational efficiency, and company culture—ensuring you get the best return on your hard work.

The Right Successor is Key—And I Can Help You Identify and Develop Them

As a business owner, you've spent years building something meaningful—your legacy, your reputation, and a company that provides for your employees and customers. Now, as you consider stepping back or retiring, the question isn't just about when to transition, but how to do it smoothly while preserving everything you've built.

34-years Experience TRAINING LEADERS

Securing Your Legacy: Leadership-Ready Successors

You've built a thriving business—now it’s time to ensure its future.

With 53% of Canadian advisors planning to transfer their book, the real challenge isn’t just succession—it’s ensuring your team is leadership-ready to sustain and grow your profits.

We specialize in coaching your advisors to develop the ownership mindset, leadership skills, and client trust needed to preserve and expand your legacy.

A seamless transition means maximizing business value and ensuring long-term success.

Let’s prepare your successors to lead with confidence. Connect with us today to secure your business’s future.