LEADERSHIP TRANSITION COACHING PROGRAMS
Studies show that higher energetic awareness is directly linked to greater success in leadership, relationships, and overall fulfillment. My coaching focuses on helping you lead yourself first — so you can lead others with greater clarity, confidence, and impact.
HOW WE HELP YOU LEAD WITH CLARITY
Show up with the energy of a calm, confident leader
The kind who inspires trust and respect through an authentic energetic presence
Gain control without burnout
Balance your workload while leading a bigger team, staying centered, clear, and energized
Master new responsibilities through strategic energetic awareness
Shift from reactive to deliberate leadership by understanding your own energy states
Boost your confidence and influence
Step into meetings and tough conversations with composure and conviction
Transform Your Transition from Overwhelmed to Energized (TTOE)
3-Session Coaching Program | $488
Session 1
Discover Your Leadership Energy
We begin with the Energy Leadership Index (ELI) Assessment. In this session, we'll review your personalized results to uncover how you show up in everyday situations vs. under stress.
Key Outcomes:
✓ Understand your energetic response to challenges
✓ Identify patterns that lead to stress, indecision, or self-doubt
✓ Get a clear picture of your leadership potential and growth areas
Session 2
Shift Into Conscious Leadership
Using your ELI insights, we'll pinpoint where your energy is being drained and develop strategies to shift toward more productive, empowered energy levels.
Key Outcomes:
✓ Build awareness of your triggers and how to navigate them
✓ Learn tools to shift from reactive to responsive leadership
✓ Reconnect with your values and leadership strengths
Session 3
Lead With Confidence and Clarity
Now that you have the awareness and tools, we'll put it into practice. We'll create a personalized strategy to help you show up with calm confidence.
Key Outcomes:
✓ Create a sustainable leadership mindset and energy strategy
✓ Improve your executive presence and communication
✓ End your day with clarity, not guilt — and energy left for yourself
Presence & Power: Coaching for Wealth Managers (PPWM)
3 Private Sessions | 1 Month | $788
Are you juggling too many high-stakes demands — and starting to feel the cracks?
Expected to grow the business through relentless BD — meeting new prospects, following up with leads, and expanding your book
Managing complex client relationships while ensuring portfolios outperform benchmarks
Staying on top of markets, trends, and investment vehicles while managing team issues.
Trying to maintain your energy, focus, and sanity in the middle of all this
What You'll Gain
✓ A powerful understanding of your energetic patterns — how you lead and perform under stress
✓ Tools to protect your focus, manage pressure, and stay calm during market volatility
✓ Confidence to lead high-value clients and strategic conversations with clarity
✓ A roadmap to lead at the next level — without sacrificing health, family, or fulfillment
Session 1
Discover Your Leadership Energy
Master Your Inner Game Before You Lead the Outer Game
We begin with your personalized ELI® Assessment results. We'll explore how your mindset affects client conversations, BD execution, and emotional regulation during market volatility.
Key Outcomes:
✓ Understand how your mindset impacts performance and relationships
✓ Identify energetic "traps" draining your bandwidth
✓ Gain data-backed insight into leadership potential and blind spots
Session 2
Shift Into Strategic Leadership
From Reactive Advisor to Deliberate, Trusted Leader
Using your ELI data, we'll develop customized strategies to shift your energy in real-time — so you can respond intentionally in high-pressure environments.
Key Outcomes:
✓ Lead conversations with clarity and confidence
✓ Learn to bounce back faster from stress or mistakes
✓ Align energy and time with highest-value activities
Session 3
Lead With Confidence and Clarity
Build a Leadership Strategy That Supports Growth — Not Burnout
This session focuses on integration. We'll co-create a leadership energy strategy to help you show up as the steady, composed professional your clients trust.
Key Outcomes:
✓ Strengthen executive presence and leadership identity
✓ Maintain focus and energy across a packed schedule
✓ End your workday with clarity and energy left for yourself
Discover Your Leadership Potential with the ELI®
A key part of our work together is the Energy Leadership Index® (ELI) assessment — a research-backed tool that reveals how you show up at work (and in life), how engaged you feel, and your level of self-awareness.
High ELI Scores Correlate Strongly With Success
🎯Leadership Excellence: Enhanced decision-making and team influence
📊 Performance: Improved productivity and goal achievement
🤝Relationships: Stronger professional and personal connections
💚 Well-being: Greater resilience and life satisfaction
Why the Energy Leadership Index® (ELI) Assessment?
The Energy Leadership Index® (ELI) is more than a personality test. It's a research-backed assessment that measures how you lead, how you respond under pressure, and how you can grow into the leader you want to be.
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Leadership Effectiveness
Leaders with higher ELI scores report stronger leadership effectiveness and greater job satisfaction
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Financial Outcomes
Increases in ARL are correlated with higher financial outcomes and better team engagement
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Energy Transformation
Coaching with ELI helps shift leaders from reactive states to proactive, productive energy
Ready to Transform Your Leadership?
Make space for clarity, confidence, and sustainable success. Start with a free consultation.