Adviser Coaching

Helping you build the practice of tomorrow

Embrace a transformative journey with us: Empowering your future by providing expert guidance and insight, we are committed to helping you build tomorrow's practice, focused on vision, innovation, and sustainable success.

We help financial advisers build more profitable and sustainable practices. Using our process you will learn how to;

Elevate your practice: Unlocking profitability and sustainability for financial advisers with our proven process

Determine the best market for you.

Navigating toward your Ideal business niche

Create the right service for the right market.

Crafting tailored services for target markets

Build a client life centric practice.

Building a practice around the client as a person

Ensure you retain your clients and their families.

Nurturing lasting connections with clients and their families

Grow profits with fewer clients.

Growing revenue strategically with a focused client base

Take Your Business to Next Level!

Elevate Your Business to the Next Level with Strategic Insights and Proven Solutions.

Who is Mike Middleton?

Meet Mike: 34-Year Financial Veteran, Architect of Profitable Practices, and Pioneer of Client-Centric Success.

A former financial adviser with over 34 years’ experience Mike built and sold two profitable practices. Having bought a business in 2003 over six years he grew the business several fold and undertook a process to sell a substantial portion of the clients to another firm in 2011. The result of the client sale saw the client base reduce by 66% with only a small reduction in recurring revenue. Over the nine years that followed the businesses recurring revenue grew by more than 8 times. The tools and processes used to achieve this are part of the coaching programme.

Mike became an advocate of lifetime cashflow planning early in his career, thanks to a former colleague. Believing that financial planning could only be successful if you know what life your client wants to lead he evolved an approach to client engagement and questioning that is not only insightful for clients but leads to better client outcomes and better client retention.

What Mike’s former clients say?

“I have had the pleasure of working alongside Mike for more than a decade and can confidently say that he is a consummate professional coach. His approach can help to remove some of the anxiety and concerns of the dreaded “retirement” word. His coaching provides real purpose by answering the “WHY”, then the “How” and allows you to structure how you want to live and what you want your future to look like. This is a real skill, and one Mike delivers with ease. Mike’s coaching takes you on a thought-provoking journey of discovery. I recommend Mike to you whole heartedly. “ SB

Mike was our financial advisor for 25 years. His approach to financial planning was always to factor in our personal situation and family circumstances which he took time to understand. He is an excellent listener and is a sensitive, empathetic and thoughtful person. He always provided reliable, beneficial and trustworthy advice which enabled us to meet our financial and personal goals. He took care to understand our appetite for risk and used this in helping us decide the best investment choices. With Mike’s advice and input I was able to take early retirement from the major company that I had worked for with a high level of financial security, thereby enabling me to work part-time and build a second portfolio career. WS.

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