COACHING FOR PROFESSIONAL ADVISORS

Whether you are a family office professional, a CPA, an attorney, a financial advisor, or provide any other specialized advice to ultra-high-net worth families, clients seek advice that considers the broader context of their goals and priorities.

At Insights2, we coach advisors on how to optimize their fit and impact with their ultra-high-net-worth clients. Coaching is geared towards serving the multi-faceted needs of these clients, such as

  • Understanding the family challenges unique to sudden wealth versus generational wealth
  • Striking the right balance between asking clients about so-called “soft side” issues while not overreaching
  • Leading impactful family wealth meetings that are engaging to all family members
  • Adapting to the needs and learning styles of the rising generation, including what they look for in a financial advisor
  • Advising effectively when there are specific and unique client and family characteristics

Insights2 has a unique approach to coaching advisors in that most coaching engagements are attended to by both managing partners. We refer to this 2:1 resourcing of our coaching clients as the power of two. Through the power of two, we apply our joint attention, experience, and commitment to helping advisors achieve exponential results in their work.

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Our Other Services

Our Signature Offering

Family Wealth Consulting

Institutional Program Design and Delivery

Family Talent and Leadership Coaching

Family History Consulting