Coaching Services
Bolster Your Confidence—and Business—with Marketing Coaching
Every interaction you have with a client or prospect is an opportunity to build a relationship. But marketing yourself or your firm can be daunting, especially if you didn’t study marketing in school. You might find yourself constantly wondering what to say or do. Or expending energy on marketing tasks without gaining traction. Or even feeling unmotivated to start.
Effective marketing requires both strategy and consistency—in other words, coming up with a plan and sticking to it. This is where our marketing coaching services can help.
When you work with Align, you not only get experts who partner with you to create a powerful marketing strategy; you also get marketing coaches who can help you implement your strategy in a way that gets results.
Gain traction with marketing coaching for financial advisors and accountants.
Providing marketing coaching services for financial advisors and accountants is something of a passion for our team members. We love being able to help technical professionals feel more confident and knowledgeable about marketing and business development. The success stories we hear from clients who now feel comfortable with their marketing efforts never get old.
Our marketing coaching services range from firm-wide marketing training programs to individual coaching for professionals looking to accelerate their personal business development. We also work with clients to create individual marketing plans for professionals who wish to enhance their marketing efforts.
We’re proud to be a coaching agency for financial advisors and CPAs.
Unlocking the mystery of marketing for financial advisors and accountants is one of our passions—it’s a big part of why we do what we do.
When you partner with us, you gain access to a dedicated, proven team of marketing coaching experts who know the nuances of your industry. With more than 150 years of combined experience in driving growth for CPA and financial advisory firms, we can help you develop, implement, and secure accountability around your marketing efforts.
Let us help you gain the confidence and knowledge you need to succeed.
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Blog
Emotional Intelligence (EQ): Boost Client Relationships and Growth
Think about the best client relationships you have. What makes them so strong? Chances are, it’s not just your financial expertise—it’s how you connect with them personally. Of course, clients care about their investments and tax strategies, but they primarily want peace of mind. They want to know they’re [...]
Elevate Your Practice with Business Development Coaching
Are you ready to take your firm to the next level? As a financial advisor, accountant or other professional, you’ve likely mastered the technical skills of your trade—but let’s face it, that’s only half the battle. To truly thrive, you need to be confident selling yourself and your services. And [...]
Transparency vs Honesty: Building Client Trust
If you're offering financial advice, you know how important it is to build trust with your clients. But here's something that often gets confused—transparency vs honesty in marketing. While they're related, they aren't the same thing. Honesty has become something of a buzzword, frequently used to describe practices that are [...]