Private & Group Coaching Succession planning For Financial Advisors
Get the guidance you need to move to your next stage. Whether you’re looking for an exit, succession, or continuity plan, we offer one-on-one sessions that let you work through your own timeline, and group coaching that allows you to benefit from others’ experience as they go through the same life change.
Each style works from the same starting point: defining what you want out of your succession, and who you want to be on the other side of it.
● Who is it for ●
Where You Are
You have spent decades building a practice you are proud of. Your client relationships are strong, and your team is great. Now retirement is close, and you do not have a plan for what happens next.
What Is In Your Way
You know you should start. But there is no obvious first move, it feels too soon to tell clients, and finding the right successor feels like a project too big to handle right now.
What You Need
A plan and mindset that works for you, your family, and your practice. A timeline, a way to tell your clients, a map to a successor, and the peace of mind that comes from knowing where you are headed.
How Do I know this is right for me?
No one’s journey is exactly the same. Every financial advisor has their unique book of business and client dynamics to work through. That doesn’t mean you aren’t facing the same challenges as your peers.
● What we Cover ●
What does the coaching cover?
YOU know your business is valuable, that’s why we focus on the elements beyond the financial. The parts of succession planning that can be the difference between regret and relief.
Caroline’s framework, the Human-Centered Succession Model™, covers five predominant themes:
What does the coaching cover?
You know your business is valuable, that’s why we focus on the elements beyond the financial. The parts of succession planning that can be the difference between regret and relief.
Caroline’s framework, the Human-Centered Succession Model™, covers five predominant themes:
Continuity, exit, and succession are not the same thing, and most advisors have never been asked which one fits them. You will leave knowing which one is yours, and why, following the Identity-Based Succession Readiness Assessment™.
A five-year and thirty-year horizon call for two very different plans. We help you build a plan around the time you actually have, so you know exactly what to do first, and the pace you need to execute.
Named successor, buyer, or still undecided, this decision sets the direction for everything after it. You will leave knowing which one fits and the steps that follow for a smooth transition, including conversations to have with your succession partner.
These are relationships you have built over decades, and your clients trust you with everything. We make sure that the conversations gets customized to who they are, so the handoff feels smooth for them and for you.
We help you find your direction past the practice, in hobbies, community, or a passion you have not had time for, so you are running toward something, not just leaving something behind.
● Meet Caroline Jones ●
Meet The Coach Behind Crown
Caroline built this program after watching many financial advisors fail to retire in they way they dreamed; while many focus on the money side, very few work through the identity, the legacy, and the personal side of stepping back that leads to the sense of achievement they truly strive for.
She believes advisors deserve to leave their careers on their own terms, with the same care and detail they gave every client throughout their career. That belief is why her sessions go past the surface questions and into the ones that actually matter, until you walk away with a plan that is specific to you.
● Your options for coaching ●
Choose the coaching style that works for you
Individual Coaching
A more personal approach to one of the most personal decisions of your career. Every one-on-one session with Caroline is built around your practice, your goals, the specific issues that you are dealing with, and your next move, at a pace as fast or slow as you need.
Group Coaching
Sometimes big life decisions need to be supported by a group that understands. Our peer group coaching sessions are set up to give you access to your peers across the country going through the same transition. Guided by Caroline, these sessions provide additional perspective, lessons, and learnings from those who are facing the same challenges as you are as they find their path to what’s next.
Coming Soon…
January 6th, 13th, 27th & February 3rd, 17th, 24th
at 4pm ET via Zoom
● Quick Answers ●
Frequently Asked Questions
Individual and group coaching work the same problem differently, so here is what advisors ask before choosing either.
Individual Coaching
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Yes. Financial advisors are the primary audience, but the same problem faces any owner of a professional service practice built on personal client relationships, including solo-practitioner accountants and independent attorneys. If clients hired you and not your firm, the questions here apply to you too.
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Individual coaching follows the same six-session arc as a group, covering the same ground privately. Need more than that? Sessions can be added by talking with Caroline directly.
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The intro call exists to settle this before you commit, so Caroline can place you in the format that fits. If it stops working once you're in it, that's a conversation to have with her directly.
Group Coaching
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In the first session, Caroline will explain the importance of confidentiality and will guide the cohort in establishing clear group agreements, including confidentiality. However, Caroline legally cannot control what cohort members share outside of the room, so please exercise caution when disclosing personal information.
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Caroline facilitates conversation rather than delivering a curriculum. Each session opens around a topic, then runs on inquiry, discussion, and peer learning. Nobody evaluates your practice, and the conversation follows what the group needs to plan through in order for success.
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Every cohort is hand-selected, not open enrollment, so nobody joins a group Caroline hasn't personally placed there through an intake call first. If someone becomes a poor fit or unprofessional, Caroline is trained to manage those types of behaviors during coaching sessions; the behavior will be addressed. If the problematic behavior is unable to be resolved, a person may be removed from the group.
● Following Up Inquiry ●
still have some questions?
A quick question doesn't need a call. Send it through the form below and Caroline will answer directly. If you want to think it through together, twenty minutes with her will tell you which program fits, and it costs nothing to find out.