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
Connect deeper. Co-create plans clients want to follow.
Connection Catalyst: A Coaching Cohort for Financial Advisors. Bring coaching skills into your client meetings so every conversation moves the needle.
Understand your clients' goals, needs, and pain points quickly, and build partnerships that last. You'll learn the skill live, with coaching, alongside other financial planners working on the same challenges.
- Lead conversations with confidence
- Win new business
- Help clients follow through
- Wow your clients
- Navigate challenging topics
- Be even more referrable
Next cohort: January 20–February 24 · 12:00–1:30 PM CT · Live on Microsoft Teams · $1,200
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.
Want a tangible example of how coaching skills work? Get our free guide to try at your next client meeting.
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?
Next 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 curated library of readings, videos, and resources to explore whenever your curiosity leads, with no homework and no pressure
- A practiced, actionable framework for turning client meetings into real connection
- 24 CE hours
Investment
$1,200
Dates
January 20–February 24
Time
Every Wednesday · 12:00–1:30 PM CT
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.
Not ready to join yet? Start with five questions.
Get the free guide with five questions you can use in your next client meeting to turn a polite “sounds great” into a financial plan your client owns.
Before You Decide
Straight Answers for a Thoughtful Decision.
Is this actually group coaching, or just another training I'll sit through?
It's live group coaching, not a lecture. You'll bring real client situations, practice through role-play, and get coached forward on how to apply what you're working on — every week.
How much time will this actually take each week?
No prep is required. Resources are available between sessions if you want to go deeper, but showing up for the 90-minute live session each week is all it takes.
Is this virtual, in-person, or hybrid?
Fully virtual and live, held on Microsoft Teams.
What if my clients' goals don't match this kind of approach?
That's exactly the gap this closes. You'll be coached on the kind of discovery questions that surface what a client actually values — so the goals feel like theirs, not something you handed them.
What if I want to bring my whole team instead of just myself?
We can set up a private cohort just for your office. Reach out to Abigail directly to talk it through.
How does this relate to Conversation Edge?
Let's talk! Connection Catalyst grew out of the same coaching foundation as Conversation Edge, but it's built for financial advisors from day one.
What if I need to miss a week?
Every session is recorded, so you won't fall behind if you have to miss one.
Outside financial services? Conversation Edge brings the same coaching foundation to professionals, leaders, and anyone whose conversations matter.
Explore Conversation Edge