Group Coaching


You have built a good team and a solid practice. Your clients enjoy working with you, and you know you deliver great service – yet great referrals continue to elude you, and the team dynamics could be more constructive. You spend your time on things that are urgent and cannot seem to carve out enough for consistent marketing and prospecting. You want more control.

You are not alone. Here are some results from recent studies by Schwab.

  • More than half of the advisor firms cite not having enough time for business development as the top barrier to growth.
  • Many advisors can articulate their firm’s value proposition – not so for the office staff.
  • When clients describe the firm, they are typically not able to explain the offering or experience in a way that is compelling enough to inspire the listener to actually set up an appointment.

Why choose group coaching?

Button - collective insight

Benefit from the collective insights of the group of peers

Gears Turning in Head

Less “on the spot”, more time to reflect and integrate

SGOS in Action

See the entire Sustainable Growth Operating System in action

Price Tag

Super cost efficient price point

“Staff should have gone through this [coaching program] earlier. Once experienced, we would have had stronger positive comments for advisors. Excellent job and content.”


Sales Support Manager

“Thanks for the sessions. I think because of you my tax season went better than past, and we were able to stay in the present with servicing our financial clients through these challenging times.”


Tax and Investment Advisor

How does it work?

Group programs are fully customized to work for YOU. We have several road-tested models that can be tailored to suit your goals, needs, schedule, and location. No two practices are the same, so we get to know you to create the program that will maximize your ROI.

Where do I start? Have a group of 5 or more and looking for a customized program? Fill out this short form for a discovery phone call.

Interested in: Individual coachingGroup coachingWritingNot sure



During the conversation, we will ask you questions about where you are now and where you want to be in the future, both personally and professionally. The conversation is an opportunity for us to get to know each other, and to determine whether coaching with Autenrieth Advantage is the best fit for you. We recognize that not every advisor is a good fit for our practice, and we only want to work with the advisors for whom we can create the most significant impact. Our goal is to help you get clarity on your targets, obstacles, and vision regardless of whether we choose to work together.