I have worked with Marsha for the last several years. As a first-time manager, my coach has helped me identify my leadership strengths, areas of opportunity for professional growth and has kept me motivated and accountable for reaching my goals. I would recommend Tier 1 for their disciplined coaching process and customized approach to their clients.
Related Posts
10
JunThe Power of Consistent Communication Between Financial Advisors and Clients by Robert Ross
Building Trust Through Structure Years of working with financial advisors (FA) teams have shown that disciplined, proactive communication is the foundation of successful client relationships. When FAs implement repeatable communication processes—supported by their client associates (CAs) who coordinate scheduling—relationships evolve into trusted collaborations. Clients experience fewer frustrations, satisfaction increases, and perhaps most importantly, this approach often leads […]
10
JunTaking Advantage of Market Volatility
How Are You Communicating with Your Clients and Prospects During the Current Market Volatility? By Curtis Brown Let’s take a moment to frame the environment investors are navigating today. The headlines are full of trade tensions and escalating tariffs, leading to market uncertainty, volatility, and anxiety. Clients are bombarded with conflicting messages from politicians, economists, and news[…]
