Coaching Services

For Trusted Advisors, Financial Firms, Business Owners & Entrepreneurs
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What Exactly is Business Coaching? Do I Really Need It?

Coaching Basics

Chiefly, coaching empowers you to focus on developing and implementing new tactics and strategies to reach your biggest goals . So, our commitment is to provide you the tools to enhance revenue, elevate your skill, and empower you to increase your professional and personal joy.

Simply, our coaching utilizes targeted assessments, customized strategic planning, values clarification, brainstorming, motivational skills, and other transformative techniques.

You Need Business Coaching When…

  • Your business has hit a plateau in sales.
  • More days than not, you go home in a bad mood.
  • You want to pivot your business to a new or additional audience.
  • You’re wondering if your amazing idea can really be turned into a new (or ancillary) business?
  • Staff turnover is driving you nuts.
  • Words fail to describe how tired you are of being tired.
  • Your competitors are gaining on you…or already blown by.
  • When you realize this is not a comprehensive list…

Launchpad Coaching Programs



Trajectory Coaching

GOLD Coaching


Launch Mode Coaching

SILVER Coaching


Space Station Coaching

BRONZE Coaching


Mission Control

What I Can Help You With






Team Optimizing



My Approach to Coaching

The SUCCESS PATH framework we use for coaching is probably similar to the one you use with your clients: discovery. For instance, we begin with a confidential conversation centered around you… focused on your goals, your dreams, your challenges.

After that we determine together what your top three gaps are. Equally important, we craft a plan and timeline to remove them all. Finally, we determine important benchmarks and milestones tied to results you’re aiming at, as well as what accountability measures are best for you.

Without delay, we launch, working on specific progress steps as we go, monitoring, and pivoting as needed.

So, what’s important about success to you?

Joel Lund, Coach & Consultant

Expand Your Sales, Marketing & Networking Reach

Whether your success means best-in-class dominance, enhancing corporate influence, the prestige of excellence, creating exceptional client value, making an enduring difference, being a global change agent, or something else, we can help you achieve your goal.

Overall, we’ve worked with hundreds of financial professionals and firms, in four channels: advisory (financial planning, wealth management, etc.), agency (and individual insurance agents), accounting and law. Obviously, all four channels of “trusted advisors” help their clientele make informed financial decisions that impact their lives and businesses.

Have an Active Vision, Strategy & Roadmap to Reach Your Goals

Often, in the daily challenges of growing a business we lose touch with what our goals are, what our motivation is built on, even what our core values are.

How is that even possible?

Not surprisingly, responsibilities, expectations, timelines, metrics, conflicts, unforeseen hurdles, shifting demographics and changing markets can derail the best laid action plans. In other words, the day’s major achievement might simply be: “I got through it.” Sure, some days are going to be like that. But only at great peril can most days be like that.

Consequently, until you ruthlessly commit to work on your business instead of just grinding out each day in your business, you’re very likely to keep getting the same frustrating results.


Scale & Maintain Healthy Operations & Culture

All things considered, as you work In a highly competitive market place where the speed of transformation increases daily, the challenge of maintaining business responsiveness becomes increasingly steep. Which is why the business enterprise needs the best from all of its players. Consequently, delays due to inexperience, personality issues, or personnel conflicts are extremely costly to the bottom line. However, the cost of retention is far less than the expense of acquiring a new hire.

All this is to say that, often, all that is needed is targeted intervention. And this intervention could be focused tactically or strategically.

Just like your clients need an objective “set of eyes” on their financial hurdles, so do business owners of all kinds. From solo practitioners to legacy companies, an outside perspective can make clear what had been murky.


I Also Give Hands-On Workshops & Talks

We’ve delivered hundreds of presentations, keynotes, interviews, podcasts, and platform addresses, from small audiences of dozens to many hundreds. Schedule a call with him to learn more about bringing him in to your organization.

Frequently Asked Questions

What is Business Coaching?

The focus of coaching is the development and implementation of strategies to reach client-identified goals of enhanced performance and personal satisfaction. Coaching utilizes personal strategic planning, values clarification, brainstorming, motivational skills, and other similar techniques.

How Do I Know if Business Coaching Is Right for Me?

There are many reasons to engage a business coach, but these three are core:

  1. You want to expand your potential.
  2. You need a sounding board.
  3. You must remove a behavior that gets in your way.
Do You Only Work With Established Companies?

We work with individual practitioners (advisors, agents, accountants and attorneys) as well as firms.

Many of our clients have 10-15 years of success in their career when they come to us to break through a growth blocker. Still, we have worked with new professionals and firms, all the way up to ~40-year industry veterans.

Do You Offer Ongoing Consulting Services?

We offer ongoing consulting services. Only in rare cases can the goals our clients are aiming for be accomplished in under 30-days. To obtain a true transformation that will pay dividends for years, clients dedicate enough time to break old habits, engrain new ones, adapt or adopt new systems, etc. And “enough time” varies depending on many variables.

Joel was one of the smartest managers I have met in my 24 years as a manager in the Financial industry. His attention to detail and his way of keeping all the “Balls” in the air at the same time was an inspiration. Looking to Joel for any type of partnership or leadership would be the smartest move you will ever make.

Jim Scott, Sr.

Managing Principal

Joel is an accomplished entrepreneur and coaching professional…he’s never failed to provide me with thoughtful, objective, clarity along with integrity. He cares deeply about the success and well being of those around him, and has a unique ability to draw out analogies that make an otherwise difficult topic easy to understand. His never ending wit and humor are an added bonus for an enjoyable experience. Joel will work tirelessly, and with his enthusiasm, he’ll inspire you to achieve great things.

Barb Ernst

Regional Sales Manager

Joel is a gifted leader and colleague. He has a unique background in theory and practice which allows him to identify real solutions to real problems. He is also a gifted communicator and teacher. Joel would be a valuable asset to any organization

Robert Morgan

CEO, Morgan Consulting



(208) 286-4630




PO Box 171312 | Boise, ID 83717