• Sample

qa-549.jpg

What We Do.

At PMC, we coach ethnically diverse Financial Advisors. Our coaches bring a unique cultural advantage to the Wealth Management coaching industry. All our consultants are culturally diverse and each has an average of 20 years of industry experience in their respective field of specialized expertise.

  • Group or 1:1 Comprehensive Practice Management Coaching & Training.

  • Subject Matter Experts in Leadership, Diversity & Inclusion, Communication and Practice Management.

  • Leverage technology and resources to deliver dynamic content.

  • Conflict Management

  • Leadership Training

  • Exit Planning

Coaching sessions are a great way to empower the advisor and encourage the advisor to take responsibility.

What We Offer.

Global Consulting.

Global projects involve team members from various cultures and organizations, spread in locations across countries and time zones, and speaking different native languages.

 

Conference Consulting Services.

PMC-LLC provides consulting services for professional association conferences, training sessions, and workshops. We cover all aspects including logistics, management, and publications development.

 

Coaching Financial Advisors

One-on-one coaching sessions have become part of many companies’ internal processes. Managers are realizing the power of these employee-focused sessions.