Greetings ,

 

It’s a pleasure to connect with you. We have the privilege of coaching many of your colleagues in PWM and currently work with 20 of Barron’s and Forbes' top 50 PWM Teams.

 

Everyone is eager to learn what the best of the best are doing to grow their practices. We’ve assisted other advisors in your position with:

 

• Client Acquisition
• Running Your Practice Like a Business
• Merging Teams
• Succession Planning
• Challenging Team Dynamics

 

Salmon Academy - Merrill Lynch Coaching Executive Summary.pdf

 

Would you be open to a discussion to explore how we can add value to your practice?

 

Looking forward to your thoughts.

 

Best regards,
Michael Salmon

Founder & CEO

508-725-7175