WEALTH MANAGEMENT SOLUTIONS

Client Advice 2.0

Research has shown that wealth management clients now want advice to go beyond financial planning.
They want guidance with life & emotional goals too.

We help advisors meet this new demand by bridging the gap between financial advice & life coaching.

 
 

Advisors have always played the role of ‘therapist’ & ‘life coach’.

We help advisors expand that role by providing a framework to attach to their existing wealth management process. It is a turnkey solution to connect financial goals to emotional goals.

We provide the tools and support so advisors and wealth management firms can deliver a truly holistic and client-centric approach to wealth management. 

Our Services

 

  • Seamlessly integrate life coach planning tools and questions into your marketing, onboarding, and review process. From client worksheets to ongoing support from us, we help enhance and expand your client experience.

  • Help clients and prospects understand the benefits of working with you. How you pair financial planning and emotional goals planning.

  • We help advisors and staff develop a process to address client life planning needs during key life event trigger points.

  • Does your client want to work with a dedicated life coach? We can introduce you to a vetted coach so you know that you are referring the right person for your client.

  • We partner with the International Coaching Federation to create white papers and follow industry trends to deliver relevant insights to wealth managers.

 

About Us

 

  • We built Coach360 to help advisors & wealth managers put a system around addressing the emotional component of wealth management for their clients.

    We have a combined 30+ years of financial services experience and a deep understanding of life coaching and its benefits.

    We want every client of yours to benefit from our services. Financial goals and emotional goals need to be connected. Aligning these goals will ensure a positive and healthy client experience. We want your clients to lead the best life possible.

    We are in business to support our advisors as partners. We understand how complex managing relationships can be and will do everything in our power to give you what you need.

    We stand behind everything that we do and guarantee your satisfaction. We customize our services to meet your needs. We look forward to learning more about your business and how we can potentially help you.

  • We care about our clients. Wealth management is all about care, caring for clients, their families, and their future. Wealth management has traditionally focused on the financial component, but that is no longer enough. Clients want help with life and emotional goals also.

    We want to meet this need for emotional goals-based planning in the best way possible. We do this by leveraging our strong interest, understanding, and experience in financial planning and life planning.

  • Ian B. Stephens
    Ian has been in financial services since 1996. He met Craig in 2011 when they worked together at Natixis Global Asset Management. He has his FINRA Series 7, 66, and is a Kolbe™ certified consultant. He prefers people over numbers, loves to ski and run, and will talk to you about Boston Whalers for a very long time if you let him. He also considers himself a talented mechanic, just don’t let him touch anything you own.

    Craig Colvett
    Craig has been in financial services both on the retail and institutional side for over 15 years. He has a FINRA Series 7 & 66. His primary interest has always been on the relationship side of things and has since transitioned into the life coaching world. Craig cares deeply about people and looking for ways to help improve people’s lives. Craig loves classic cars and enjoys the weather out in Denver. He also thinks that he can play the guitar, but he really can’t.

    Seb Wallot, PhD
    Seb connects the dots. He serves as our advisor for all things involving affective thinking. He is fascinated with studying behavior and understanding what motivates people. Simple things are never that simple with Seb. He will always go deeper and raise questions that you probably never thought about. We like Seb. He has numerous talents. He also fancies himself a talented wine maker, though not everyone agrees.

 

Industry Research

  • Investors are likely to continue to seek personal advice for needs that reach beyond investment or involve emotional issues.

    Deloitte, “10 Disruptive trends in wealth management”

  • It’s not enough anymore just to be a good portfolio manager. Clients are using their financial advisors as everything from a life coach and family planning expert, to a financial services concierge and relationship manager.

    Accenture, “Financial Advice Reimagined”

  • 77% of those planning to retire wish “there were more resources available to help them plan for an ideal retirement beyond just their finances.”

    Edward Jones, “The Four Pillars of the New Retirement”

  • Clients now expect their advisers to add value beyond the traditional financial plan and twice a year in-person meeting.

    Candice Carlton, FiComm Partners

  • Wealth and asset management firms will need to shift from a product- to a client-centric approach in order to succeed in this marketplace, focusing on the person, not the demographic.

    ThinkAdvisor, “6 Trends Reshaping the Wealth Management Industry”

  • One new opportunities outside of the advisor’s traditional role is more of a requirement for success in the current climate—is to serve as a life coach for clients.

    Deanna Laufer, Director of Research at the Fidelity Center for Applied Technology.