Method
From Successful Advisor to Exceptional Leader.
The Best CFP® Professional is Already Inside You.
Above the Line is designed to help emerging CFP® professionals elevate their impact, confidence, and business results.
With more than four decades of experience as a practicing advisor and firm leader—and over 25 years mentoring within the highly regarded FPA Residency program—Above the Line offers a distinctly personal mentoring experience for advisors committed to operating at the highest level of their profession.
This is not one-size-fits-all coaching. It is a focused, deeply tailored partnership designed for individuals ready to refine their leadership, elevate their client relationships, and build a practice that reflects their highest standards.
Through thoughtfully curated one-on-one sessions, you will:
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Cultivate a confident, authentic executive presence that inspires trust and respect
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Engage clients with greater depth, insight, and strategic perspective
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Guide complex client conversations with clarity, insight, and authority
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Articulate a compelling value proposition that clearly distinguishes your practice
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Draw on time-tested leadership and business strategies from a mentor who has successfully built and led a thriving advisory firm
Above the Line helps you move from competent to exceptional—not by changing who you are, but by unlocking the best advisor already within you.
What makes ATL different?
For emerging CFP® professionals:
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Collaborate with a seasoned advisor who is eager to share his expertise, methodologies, and outcomes.
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Efficient/effective plan presentations (individually and part of a planning team).
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When developing your service offerings and fee arrangement, what factors should you consider?
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Achieve long-term success through strategic career planning.