Carson Coaching Online

FPA Sponsored Group Coaching Call - October
2024-10-08 13:00 - 14:00 (America/Chicago)
Group Coaching Call Topic: Don’t Do It For the Money: What It Takes to Serve Business Owner Clients
Coach: Tammy Breitenbach
Group Coaching Call Topic Description: What most people call “small businesses” Executive Business Coach Tammy Breitenbach likes to call independently owned businesses. There are about 33.3 million of them in the United States, according to Forbes. And drilling down further, about 27 percent of businesses are family owned, according to Pew Research Center. And there is significant opportunity to work with this niche. These business owners might need the help of a financial advisor, but many don’t get one because their investments are locked in the business. So there are some important things to keep in mind when deciding to serve this niche: you must have a passion to serve these business owners, put in the work to build trust with them and their heirs, position yourself as specializing in the business niche, and be agile at work with family dynamics. Join Breitenbach for a discussion on how to prepare yourself to serve business owners. Register for the October group coaching call here.
Coach Bio: Tammy Breitenbach, ACC, MBA, is a Carson Coaching executive business coach. She previously served as the principal consultant of Catalyst Partners, which she founded in 2008 after seven years of director-level experience in financial services. She specializes in providing business counsel and leadership advice to owners of independent RIAs to help them grow more profitable businesses. Read Tammy’s full bio here and connect with her on LinkedIn.
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