Coaching for Financial Advisors, Entrepreneurs and Sales Professionals
 
ACHIEVING PEAK PERFORMANCE
 
Diane MacPhee, an experienced CERTIFIED FINANCIAL PLANNER™ professional, has transformed herself from being a successful practitioner to helping others achieve their professional goals. She became a coach to fulfill her desire to be, in her words, “part of an experience where my clients attain results that subsequently improve the quality of their lives.”
 
Diane’s workshops awaken participants to a new direction in achieving success. Through analysis and activities, she will help you understand the components of strategic planning and will teach you how to create a well-designed business plan and an actionable marketing plan. 
 
Through your sessions with Diane, you will learn how to:
  • Evaluate the financials of your firm
  • Forecast revenue
  • Make key decisions in the operational aspects of your everyday work life
  • Enhance productivity
  • Develop new business opportunities
  • Create a staff that has as much stake in the success of your company as you do
  • Target specific audiences and determine the most effective ways to market your services to each demographic
  • Manage your time (and your staff’s time!) efficiently
 
Throughout the process, you’ll be driven by the energy and enthusiasm that Diane brings to all of her clients. She combines thoughtful research with vibrant exercises to foster learning, team integration and overall business success.
 
This is an ideal opportunity for you to ask yourself… Is my business the best it can be?
 
Business Consulting
Beyond the financial planning field, Diane’s vast experience in developing and executing sales training and marketing campaigns can assist any type of business in creating results-driven programs. In an ever-evolving business landscape, a partnership with DMAC Consulting Services can help your company identify and capture opportunities.
 
Speaking Engagements
Diane is a popular speaker and has been a featured presenter at numerous conferences and events. Learn more about Diane's Speaking Engagements. 
 
Engagement Standards
DMAC Consulting Services offers a standard coaching engagement that can be customized to meet the client’s specific needs. A typical engagement is a six-month commitment, with additional time available to enhance particular areas of concern.  Sessions involve a 45-minute coaching session conducted by phone every two weeks.  In-person sessions are available at an additional charge.
 
Please Contact Us for more information about program scheduling and pricing or read an article published on MorningstarAdvisor about how Diane works with her clients.
 


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