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English
Language
Manahawkin, United States
Location
Direct and action-oriented
Coaching style
Online
Form of conduct
I help financial planners maximize revenue and optimize their teams to exceed expectations.
Diane Macphee, CFP®, PCC, empowers financial planners to build thriving practices. With 16 years of RIA ownership under her belt, Diane offers a direct, yet humorous, approach to coaching. She helps advisors craft compelling visions, script client meetings for maximum impact, and navigate practice sales and continuity with confidence. Get ready for honest feedback, best practices, and a sounding board that will challenge you to overcome obstacles, raise your fees, and dramatically improve your efficiency. Diane doesn't just coach; she transforms businesses.
Maximize Revenue & Optimize Your Team with Expert Financial Planning Coaching
Ready to transform your financial planning practice? Diane helps you craft a compelling vision, master client communication, and navigate practice transitions for maximum profitability and efficiency.
Team Optimization
Transform your team into a high-performing unit with strategies for communication, collaboration, and accountability.
Revenue Growth
Implement proven strategies to attract ideal clients, increase closing rates, and boost your firm's revenue.
Strategic Clarity
Develop a clear vision and strategic plan to achieve your business goals and create a lasting legacy.
Professional Certified Coach
International Coaching Federation