01
Clients who follow through
Not just nodding along in the meeting, but actually owning the plan and doing what you agreed on together.
Group Coaching for Financial Advisors
What You Say Decides Whether The Client Stays.
Connection Catalyst: A Coaching Cohort for Financial Advisors. For those who want their clients to actually follow through with their own financial success — and stick with you as the advisor.
You know your numbers. You care about your clients. But somewhere between the plan and the follow-through, something isn't sticking. The good news: this is a skill you can build — coached live, alongside other financial planners working through the exact same thing.
Next cohort: October 6–November 10 · 9:30–11:00 AM MT · Live on Microsoft Teams · $1,500
80%
of advisers are expected to offer goal-based advice by 2030. Making it actionable will require helping clients modify behaviors and mindsets.
McKinsey & CompanyThe Problem
The Problem Isn't Your Planning Skills. It's the Conversation.
You set the goals with your clients. You lay out the plan. They nod, agree, and then don't follow through. Some go quiet. Some drift away entirely, and you're left wondering why the plan didn't stick.
Here's the thing: that's not poor financial planning. It's an adherence problem — clients don't stick to a plan they don't own, no matter how technically sound it is.
McKinsey & Company projects that financial advisors need to become integrated life and wealth coaches, guiding clients through decisions rather than just handing them one. That shift only works when the plan goals are rooted in what a client actually cares about — and most financial professionals were never trained on how to do that part.
What You Get
Skills You Can Use With Your Very Next Client.
This isn't about sitting through more training. It's about getting coached on the conversations that make clients stay, follow through, and trust you — their financial planner — with more of their financial future.
02
Clients who stay
Fewer clients who quietly move their assets to another advisor a year in, because the relationship never got past the first meeting.
03
Goals that are actually theirs
Questions that surface what a client truly values — not just what they check off on a risk questionnaire — so they feel ownership over the plan.
04
A repeatable framework, not a personality trait
Asking the kind of questions that build a client's self-awareness is trainable and coachable. You'll leave with a framework you can use in your very next client meeting.
05
Coached with peers who get it
You're coached alongside other financial planners who understand the exact pressures of your industry — and you'll learn from coaching them too.
06
Confidence in the hard moments
You'll know what to say when a conversation gets tense, not just when it's easy.
How It Works
Real Client Situations. Real Coaching. Every Week.
Connection Catalyst is six weeks of live financial advisor coaching — virtual, in a cohort of no more than 12 advisors, with 90-minute sessions (recorded if you miss one). From week one, you're applying the framework with real clients — not studying it. Weeks two through six sharpen the presence, listening, and relational skill that turn a good conversation into a repeatable one. Between sessions, you're not reflecting — you're acting on the next step you named in coaching.
Most credentials in this space are self-paced — studied alone, then tested. This advisor cohort is different: live, coached, and built around real client situations with other financial advisors and financial planners who get exactly what you're up against.
Why this runs for six weeks
22.4%
impact with training alone
88%
impact with coaching
Training alone teaches a concept. Coaching is what makes it stick, which is why Connection Catalyst runs the way it does. See the Research.
01The Uniqueness of You, the Uniqueness of Them
02Coaching Basics & Listening Effectively
03Powerful Questions and Habits to Break
04Exploring Values & Growing Your Emotional Intelligence (EQ)
05Evoking Awareness, Acknowledging Pain
06The Shift
What Financial Advisors Are Saying
What Changed for Advisors Like You
Financial advisors (and their clients) can greatly benefit from learning Equipping for Impact's method — it translates to more meaningful relationships that better connect individual values and goals to financial decisions. Abigail does a fantastic job of both creating a safe space to share and practice, and providing a wealth of insightful info and practical examples.
Kim Hoppens
Financial Services Manager, Affinity Wealth Advisory Group
Equipping for Impact's [program] is a great use of time – the course is so organized! It was an easy curriculum to follow and plan for each week. The class helped me to better understand how my clients could achieve better, more effective plans if I talk less, listen more, and ask the right types of questions to help them come up with the plan that is the best fit for their style.
Shelby Fink
Private Wealth Advisor, Triple Crown Advisors
I've had the privilege of working with Abigail for several years, and her program has been truly transformative. It has not only elevated my own ability to serve clients, but has also equipped several members of our team to do the same...She helps you develop the skills to engage in deeper, more meaningful, and truly impactful conversations with clients. I strongly recommend her program to anyone looking to strengthen relationships, add greater value, and make a lasting impact.
Tom Shortreed
Private Wealth Advisor, Guidelight Financial Group
Join the Next Cohort
Ready for Conversations That Actually Make a Difference in Your Business?
Fall cohort
Connection Catalyst
What's included
- Live, interactive coaching with Abigail — not a lecture, a real conversation
- Partner and trio coaching sessions where you practice real client scenarios
- Feedback on your coaching sessions, personalized to you
- Thought-provoking reflection prompts to go deeper each week
- A practiced, actionable framework for turning client meetings into real connection
Investment
$1,500
Dates
October 6–November 10
Time
9:30–11:00 AM MT
Format
Six 90-minute sessions, live via Microsoft Teams
Six weeks to make the conversation side of your practice as intentional as the plan itself.
Reserve My Spot
Learn more about your coach, Abigail.
Want to bring your team instead of coming alone?
We can set up a private cohort just for your office.
Before You Decide
Straight Answers for a Thoughtful Decision.
Outside financial services? Conversation Edge brings the same coaching foundation to professionals, leaders, and anyone whose conversations matter.
Explore Conversation Edge