Information About Having Coach Joe (Me) Work With You

I’m glad you are checking me out. Let me walk you through how I work with advisors.

  • First, you and I have a 30-min intro call to get to know each other and some Q&A.
  • Second, if the intro call goes well, we will schedule a 60-min evaluation to get to your goals and challenges.
  • Third, after the evaluation call, we will have a 30-min coaching program design call.
  • I do not charge a fee for the above process. This is about you and I having the right fit.

I will then craft a custom coaching process that is focused on what your goals are, your challenges are, and what you want.


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