Building a wealth business, attracting clients and staying on top of developments has arguably never been more challenging, particularly in the shadow of a global pandemic. The groups have teamed up to enhance coaching and guidance for advisors and industry figures.

US-based Financial Independence Group is now offering training and education resources in a partnership with fellow US business Carson Coaching.

Carson Coaching will integrate into the FIG’s Elevate platform, which gives users access to industry experts and their ideas on how to grow a business and retain clients. The partnership comes as firms wrestle with how to win new clients and build revenues as countries emerge from the COVID-19 pandemic.

“This partnership represents the next step in the merging of the asset management and insurance spaces, with Carson Coaching joining our star-studded line-up of coaches on Elevate,” FIG director of marketing Tom Lamendola, said. “We now have the most robust learning modules, top one-on-one practice management consultants and peer-to-peer coaches, and specialized marketing strategists available in one platform, setting us far apart from any competitor.”

The COVID-19 crisis and hit to normal business activity puts a premium on how firms can ramp up sales growth and revenues once lockdowns and other suppression measures are lifted. Social distancing and the intensifying use of video/digital tech is also accelerating.

“A trusted coach can help advisors completely overhaul areas of the business, streamline processes, gain wisdom and clarity, or just provide a steady voice while navigating life as a small business owner. We are so excited to impact more advisors’ and clients’ lives through this relationship with FIG and further enhance its Elevate offering,” managing director of Carson Coaching Jamie P Hopkins, said. 

Founded in 1993, Carson Coaching has more than 1,200 coaching members and 5,000 graduates. 

Hightower last year launched a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the pandemic and beyond.