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Tammy Breitenbach
RIA Succession & Practice Management Coach
Empowering RIA owners to build thriving, sustainable firms for generations to come.
About Me
I help independent RIA owners create a lasting legacy by designing and implementing succession & growth strategies.
My Main Coaching Offer
Virtual Coaching
6-Month Program
Bi-Weekly Sessions
Future-Proof Your RIA: Expert Guidance on Succession & Sustainable Growth
Define a clear succession plan for your RIA
Streamline operations for sustainable growth
Develop your leadership skills to inspire your team
Results I help my clients achieve
Succession Planning
Craft a well-defined plan for the smooth transition of your business to the next generation, ensuring continuity and preserving your legacy.
Operational Excellence
Optimize your firm's operations to improve efficiency, increase profitability, and create a more sustainable business model.
Leadership Development
Enhance your leadership abilities to inspire your team, delegate effectively, and cultivate a positive and productive work environment.