Business Coaching & Growth helps advisory leaders unlock capacity, deliver a consistent client experience, and build durable growth. Led by a CPA with deep industry experience, we blend strategic planning with role and compensation design (including junior-advisor frameworks), aligned legal agreements, recruiting playbooks and pitch books, and modern marketing and client communications. Expect a crisp operating rhythm, executed compensation agreements, role scorecards, a right-sized org chart, a working marketing calendar, and ready-to-use pitch-book templates—practical tools and a coaching cadence that turn ambition into repeatable results.