Elevate Your Practice
Personalized coaching for financial professionals
Imagine walking into a client meeting with absolute confidence, knowing you can effortlessly connect with them on a deeper level. You understand their hidden fears and motivations, and you have the tools to guide them through any emotional roadblock. They trust you implicitly, follow your advice, and become your biggest advocates, referring their friends and family without hesitation. This is the power of financial psychology.
About your Coach - Lori J. Curtiss
I've been immersed in the financial services industry since the age of 20, starting as a teller and working my way up through the ranks. This experience gave me a deep understanding of the industry from the ground up. I eventually built a successful planning practice, achieving a $400,000 annual gross income. I was living the dream, right? Not quite. While the numbers looked good, I felt the weight of the constant pressure ā the sales targets, the ever-changing compliance landscape, and the demands of clients. I realized that technical skills and financial knowledge weren't enough. True success required something more: a deep understanding of how clients think and behave with their money. That's why I became a Certified Financial Behavior Specialist, complementing my CFPĀ® designation. This unique blend allows me to understand the challenges you face because I've been there. And I have the tools ā both financial expertise and psychological insights ā to help you break through your barriers and achieve your full potential.
Ignite Rapid Growth
This intensive program is designed for financial professionals ready to experience rapid transformation in their practice. In just six months, you'll gain a deep understanding of financial psychology principles and learn how to apply them to attract ideal clients, deepen relationships, and boost revenue. This program focuses on core concepts and practical application, providing you with the essential tools to see significant changes in a short period. Perfect for those who are highly motivated and ready to take immediate action.
Sustainable Transformation
This comprehensive program is for financial professionals committed to long-term, sustainable growth and building a truly thriving practice. Over twelve months, we'll delve deep into the nuances of financial psychology, exploring advanced techniques and strategies for mastering client dynamics, building a powerful brand, and creating a legacy practice. Ideal for those seeking a profound and lasting transformation.
Ready to elevate your practice? Book your free 30-minute consultation to explore how I can help you achieve your goals.