Coaching

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Every month, you’ll get the “Wisdom Round-Up.” It’s a collection of the best tips and insights from around the industry on mastering the human side of advice.

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Coaching Services

Service 1

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Service 2

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Service 3

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Service 1

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Service 1

Pharetra convallis posuere morbi leo urna molestie. Ac turpis egestas maecenas pharetra convallis.

Vestibulum lorem sed risus ultricies tristique nulla aliquet enim tortor. Sit amet venenatis urna cursus eget nunc scelerisque viverra mauris. 

Augue lacus viverra vitae congue eu consequat ac felis donec. Varius quam quisque id diam vel quam elementum pulvinar. Congue quisque egestas diam in arcu cursus euismod quis viverra. 

Pharetra convallis posuere morbi leo urna molestie. Ac turpis egestas maecenas pharetra convallis. Vitae turpis massa sed elementum tempus.
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Service 1

Pharetra convallis posuere morbi leo urna molestie. Ac turpis egestas maecenas pharetra convallis.

Vestibulum lorem sed risus ultricies tristique nulla aliquet enim tortor. Sit amet venenatis urna cursus eget nunc scelerisque viverra mauris. 

Augue lacus viverra vitae congue eu consequat ac felis donec. Varius quam quisque id diam vel quam elementum pulvinar. Congue quisque egestas diam in arcu cursus euismod quis viverra. 

Pharetra convallis posuere morbi leo urna molestie. Ac turpis egestas maecenas pharetra convallis. Vitae turpis massa sed elementum tempus.
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Great job. Your presentation really got me thinking especially about effective communication and offering more air time with clients.
Hank Bullinger, Bullinger Wealth Management
Brendan brings an energy and engaging style that’s hard to find, paired with a message that advisors in all corners of the world need to hear. His presentation at the largest global financial planning conference in 2021 was a massive hit, inspiring us all to take this profession to the next level.
Katie Braden, Founder & CEO of Innovating Advice
I have been an advisor for 30 years and have participated in seminars, webinars, online learning, etc. The more experience I have, the harder it is to find interesting and usable content. But Brendan has nailed it.
Marc Daner, Wells Fargo Advisors
The most all-encompassing talk on behavioural finance, strategies for improving client decision-making, and just fundamentally explaining how to deal with any money decision.
Principles Personal Finance