We know finding the best business coach for financial planners in the San Francisco Bay Area can be difficult, so we put together this detailed list of the best of the best so you can make your decision wisely. Each financial planner coaching service offers various programs to choose from to suit their client’s needs. From those that offer virtual, small group training to increase profits to others that offer one-on-one laser-focused coaching sessions to increase marketing and business success. This list of amazing coaches is ever-changing and expanding, so please check back often. If you find another location that should be listed here – or one that should be removed – please let us know!
1. Susan Danzig – Business Development Coaching for Financial Services Professionals
Address: 533 Moraga Road, Suite 220, Moraga, California 94556, United States, (925) 954-1773
About: For over 20 years, Susan Danzig has been working with financial services professionals. She helps her clients clarify their true value, define their specialization, and create marketing strategies that drive new ideal clients into their business. As a result, her clients consistently experience greater income and ongoing success. In addition, she volunteers as a National Board Member of the Financial Planning Association. As a visionary business strategist, she is committed to both business and individual success. She continually demonstrates her ability to lift leaders to optimal performance, move firms forward, and deliver ongoing results for diverse business models. She earned a positive reputation for coaching over a thousand experienced and emerging Financial Advisors in both small and large firms.
Services Offered: Susan offers three main programs for firms and financial advisors who want to attract, engage, and enroll ideal clients. The first is Corporate Training, which is for executives and managers who are looking for an increase in the organic growth of their firm. Clients benefit from training with an experienced business development expert and increase advisor loyalty, profitability and become a more attractive firm for acquiring advisors. The next program is The Financial Advisor Success Training™ program (FAST™), a group coaching program for advisors who want a comprehensive and affordable roadmap to scale, streamline, and grow their advisory business in as little as 3 months. Lastly, Susan offers Private Consulting, a customized option for advisors who are looking to fast-track their success with individual consulting and a comprehensive marketing plan.
What Makes them Different: Susan’s programs all focus on the critical elements to building a thriving financial advisory business:
- Messaging – Establish your compelling message
- Marketing – Systematize your client attraction process
- Implementation – Attain your goals with action & accountability
Take the next step to grow your firm and find out how Susan Danzig’s system can fill the gaps and achieve your goals.
2. Jennifer Martin – Zest Business Consulting
About: Jennifer Martin is an expert in the field of business coaching, with more than 20 years of experience. She is the author of the book More Love, More Joy. Simple Steps to Improving Your Relationship and Your Life. Jennifer has a passion for helping people find the inner peace and happiness that they deserve. She’s very good at reminding her clients of their goals, no matter how big or small those may be, this helps them move quickly into what she calls the most enjoyable lives imaginable. She’s the owner of Zest Business Consulting, which helps people around the world build soul-satisfying businesses that thrive.
Services Offered: Jennifer Martin is a business coach who helps people achieve work-life balance, attract more clients, and increase revenue streams in their businesses. Private Business Coaching/Mentoring offers sessions with her expertise for those interested or just starting. Group training is great if you’re not quite sure what your specific needs may be because they allow everyone to share stories while learning from each other’s experiences which can provide insights into how others have succeeded at similar points during this process. She also offers business strategy, marketing, and communications, and regularly helps advisors and executives turn their employees into a passionate team. She teaches them tricks for growing the company quickly while maintaining employee engagement so they stay committed to success over time. Her step-by-step plans are born from experience as well. She has had many successful businesses under her coaching which means that there is no job that is too big or small when working with her.
What Makes them Different: Jennifer Martin’s programs help business owners, leaders, financial advisors, and managers become more successful by achieving their financial goals while living a meaningful and balanced life that they can fully embrace to thrive. Her philosophy centers around the idea of helping you achieve your professional or personal objectives as quickly as possible so that both are fulfilled with passion and this will allow for an increased level of Zest within each individual’s work environment too.
3. Crystal Shanks – Run Right Business Consulting
Address: San Francisco, California, United States
About: Crystal Shanks, a certified business coach and CEO of Run Right Business Consulting has been helping clients around the world achieve optimum results since 2009 with her proven strategies to build thriving businesses. She’s worked on thousands upon thousand projects with business owners and executives that have generated substantial revenues for people she coaches. Coach Crystal has a wealth of experience in the world of business, having served as an accounting Vice President for a Bay Area firm where she managed 45 employees and 6 managers that reconcile more than $100M each month. She received her Master’s Degree from Iowa State University before moving to San Francisco in 2002. There is no doubt that Coach Crystal will make you help grow your company faster than ever imagined possible.
Services Offered: Crystal’s business consulting offers two services, Private Coaching, and Business Planning. Under Private coaching, there are four which are for business owners and executives who want to double their efforts and results in the fastest time possible. Secondly, the Diamond is a top-of-the-line business coaching program for business owners and executives who want to grow their companies quickly and efficiently. Third, a business owner or executive who wants to grow their company but doesn’t have the time needed for execution can now get steady growth with their Platinum package. And lastly under this service is the Gold, this business coaching program aims to help entrepreneurs who want to start from scratch and be open for feedback, advice, or just about anything that can improve their business skills. Another service that Crystal offer is business planning. They know how hard it is to step away from the business and get focused. That’s why they will work with you on a new plan for 90 days, giving your team clear direction so they can achieve their goals faster than ever before.
What Makes them Different: They are the only consulting firm that has worked with thousands of business owners and executives from around the world. They tailor each plan to fit your needs so you can gain access to systems, strategies, or techniques which will help take up a new level in success, this is what makes Crystal’s programs different from others.
4. James F. Bell – Bell Investment Advisors
About: James and his late wife, Bonnie Bell have been involved with Bell Investment Advisors since 1991. They started the company as a way to help people focus on living better lives and having more money, which is what they love doing most of all. Over time it grew into something special, a tight-knit team that helps each other succeed in this pursuit by paying close attention not only to how much you can make but also to where your heart goes at any given moment. James has always been passionate about helping people achieve their financial goals. He earned a degree in English from the University of California, Santa Barbara, and then went on to complete his Master’s Degree at The Graduate Theological Union in Berkley, California. He completed the Professional Educational Program for the College of Financial Planning, and in 1992 he was awarded Certified Financial Planner which he held until 2020. He’s a leader in the investment field and has worked on several boards, including one for financial planners.
Services Offered: James offers Investment Management where together you will create a plan that’s personalized for you. They take into account what’s working in your life and identify strategies to improve on the things not going so well, while also planning out how they can help make progress towards those goals over time. With their expertise at hand, whether it be knowledge or experience, they will be here every step of the way until success is achieved. Next is the Financial Planning program, this program will give you a result of peace of mind. Your roadmap will be tailored specifically for you, which brings all your concerns and expectations into focus, it shows what decisions need making to achieve those goals that have been planned out ahead so they can become reality instead of hope or luck. Then Career Coaching is tailored for doctors, lawyers, and financial advisors. When you work with them, they will take care of all the aspects that are traditionally left to chance. They believe your career deserves professional attention and guidance from an expert who knows what they’re doing, just like how these other professionals would do. Lastly, Social Impact Investing is for those who are looking to make a positive impact on society while they invest their money, Socially Responsible Investing (SRI) is an excellent way of doing so. The range and scope for SRI investments span far beyond just stocks or bonds, it includes anything from public equities down to fixed income markets too. With these types of assets in play, there’s always something worth investing your time over.
What Makes them Different: James’s programs sets high standards for himself and his firm. They understand the responsibility that comes with every client, so they’ve created principles to guide you in all decisions at any time, giving you a great experience here.
5. Larry Gapinski – Larry Gapinski Business Coaching
About: In the 1990s, he was working as a financial adviser and making a six-figure income but never taking time off or enjoying life. The office worked him to exhaustion every day with endless hours of paperwork that left little room for creativity, it seemed like there were always more rules than ever before. After years of struggling, he finally found the weight loss solution that worked for him. A fellow financial adviser suggested professional training in business coaching and after just a few sessions with my new coach, 100 pounds seemed lighter than ever before and this happens in 1998. Today he is a Professional Certified Coach (PCC) and working towards becoming an even more elite coach, a Master Certified Coach. His local community of coaches is very supportive. This vibrant network allows him the opportunity to grow personally while also supporting other people’s personal development as well through coaching in Northern California- Sacramento, San Francisco, Berkeley, and Oakland areas.
Services Offered: Larry offers Financial Adviser and Business Coaching. The Financial Adviser Coaching program is a breakthrough for financial advisers like you to find success in their personal, professional, and financial lives. This innovative coaching program will empower your inner self with new ideas on how best to work smartly without distractions and all while earning more. In this program, you will be able to experience them for yourself with a complimentary, no-obligation strategic session that can help you get on the right path and reach your goals in record time. And business coaching can be a game-changer for people who are looking to make changes in their lives. It is designed specifically to help business professionals achieve success and growth, which will allow them more freedom than ever before.
What Makes them Different: Larry believes that every business is unique, so every coaching plan needs to be tailored to fit the individual business and its owners. That means you’ll get personalized attention and strategies specifically designed for your business and as financial advisers. He has years of experience owning and operating his businesses, so he knows what it takes to be successful. He’s not just a coach, he’s a mentor too. He’ll help you set goals and stay on track, but he’ll also give you the freedom to make your decisions and learn from your mistakes.
6. Allison Tabor – Coppia Advisory
About: Allison Tabor, the founder, and CEO of Coppia Advisory has a knack for getting down into business operations with her clients. She is passionate about helping leaders develop strategies that will help grow their company while also providing them guidance on how they can ensure success in an ever-changing market environment where rapid change seems inevitable at times. Allison is a certified DISC Consultant, One Page Business Plan® Specialist and Professional Coach (CPC). She also holds certifications as an Advanced Facilitator and Virtual Facilitator. With her love for business coupled with the field of behavioral science, she seeks to understand how people work best to help them reach their goals. Allison has made a huge impact on the business world. She works with entrepreneurs and executives in many different industries including professional services, manufacturing, retail, construction, and hospitality.
Services Offered: Allison offers DISC which stands for Dominance/Decisive, Influence/Interactive, Steadiness/Stabilizing, Compliance/Cautious. This DISC Communication Training is a combination of an assessment tool and Allison’s experienced interpretation guidance that will help you decode human behaviors, maximize strengths, and gain cooperation from others while minimizing or managing conflicts. This is valuable for leaders of any size in the workplace who are looking to improve their relationships with coworkers by understanding how they communicate best on both individual levels as well as team-wide ones. Then the Speaking and Facilitation service which Allison has a diverse range of experience in the field, from large crowds to small. She is an expert at giving insights into various relevant business topics with her humor and wisdom mixed throughout each presentation for maximum impact. Lastly, the Consulting and Coaching which Allison is an expert in her field who has helped countless people such as business owners and executives grow their businesses. If you’re feeling stuck, underperforming, or just want to prepare for any challenges that may come up down the line, she can assist with your leadership needs.
What Makes them Different: Allison is a business owner and leadership coach who helps individuals working together as well as those going it alone. Drawing on her own experience running businesses, Allison has developed skills to guide you through tough times when your company needs help getting back onto its feet or pushing forward into new territory.
7. Rosalee White – Aston-Bailey Consulting Group
About: Growing up in the Bay Area, Rosalee White had exposure to a dynamic history of progressive professional growth and highly effective executive leadership. She received her Bachelor’s degree from Morris Brown College and her M.B.A. in Leadership and Finance from Holy Names University. With this unique educational background, she has been able to infuse new ideas into every client relationship while maximizing their potential for success. After making a splash with her innovative lending strategies at Washington Mutual Bank, Rosalee moved on to AT&T Incorporate where she found success in large-scale business operations. In 8 years as an agent for the company and under the supervision of more than 100 employees during her time there, this woman achieved what few can claim, becoming not just department head but also 6 Sigma Green Belt certified. Rosalee brings over a decade of robust leadership, operations, and strategic management to Aston-Bailey. She is committed to bridging the gap between community organizations and corporate interests with an understanding of how to inspire others to achieve greatness while simultaneously placing organizational objectives at the forefront decision-making process.
Services Offered: Rosalee White offers Strategic Planning, Executive Coaching, Leadership Development, Career Coaching, Financial Literacy, Social Responsibility, and Human Resources. Her Strategic Planning service helps clients get on track with a plan that is tailored to their needs. Next, the Executive Coaching, which this program is designed for people who don’t feel qualified to take on leadership positions, but still have desires and ambitions in this area. Their executive coaching helps you identify your strengths so that can focus more specifically on what’s important. In today’s competitive market it is more important than ever to have strong succession planning and a large pool of talent. They work with executives to build their skill sets across different organizations, so they can take on new challenges while still being effective at what they do best, this is under her Leadership Development Program. Then, with Career Coaching and Financial Literacy, this program will take your career and financial well-being to the next level. Under her Social Responsibility service, this will help organizations assess their environmental, economic and social impact is a key part of our work. This includes everything from how it impacts people’s lives directly to the profitability or sustainability of businesses as well. And lastly, Human Resources is for those who are looking for advice on how to improve employee engagement or want help resolving conflicts and mediating issues, their advisors have the experience necessary.
What Makes them Different: What makes Rosalee and her team different is that they help organizations plan for tomorrow without impacting their day-to-day. They are committed to improving our clients’ success by leveraging technology and market trends. They help organizations plan for the future, so they can deliver unmatched results with goal achievement in mind.
8. ELI BLAIR – Executive & Business Coach
About: Eli is a professional coach, facilitator, and trainer who has been in the field since he was in his early twenties. He worked with many different types of industries including tech startups to higher education institutions, nonprofits, medical, and services helping people lead better lives both personally as well professionally. He has a whole lot of experience in coaching and leadership. He’s a Professional Certified Coach (PCC) certified with over 4000 hours spent completing training courses from International Coaching Federation, with The Leadership Circle and DiSC leadership assessment programs. He is a former COO of publishing and CEO his successful Marketing/Design company, Eli Blair Media, for nearly 15 years, he had the good fortune to work with some amazing entrepreneurs. And in 2011 he is now a certified coach through CoActive Training Institute. He specializes in business and career coaching, leadership development training program design and facilitation as well as executive presence/ public speaking. He also provides strategic advice for companies looking to improve their performance through the implementation of new policies or ideas that will help them be more successful at work. He manages these projects from the beginning until completion by working closely with clients throughout each stage. This brings him great satisfaction because it allows him not only to offer assistance but trusted guidance to other people who need direction.
Services Offered: Eli Blair offers four types of services. The first one is Entrepreneurs and Business Owners which he shares his insights on talent development. He works with clients to help them take their business or other personal projects they are working towards achieving success in a personalized way that is uniquely targeted for each person’s needs. Eli helps entrepreneurs create structures so they can grow confident while staying true to who they want themselves and even when it comes down to making big life changes like starting up new businesses. Secondly, Executive and Business Coaching can help executive leaders bring their skills and talents from where they are to new levels. As more CEOs, senior executives, and advisors take on the responsibilities of leadership, it is important that coaching helps them explore challenges for these individuals to continue being successful as top executives with increased duties at hand. The third type of service is leadership and development training. This helps the new emerging manager to seasoned directors, vice presidents, and CEOs of large organizations can learn how they improve their leadership skills for them to be more strategic and effective leaders within the company. And, lastly the Career Coaching. He helps professionals land amazing jobs with his coaching skills. With over 300 successful hires under his coaching, he can give you the tips and tricks to make sure your application goes through smoothly.
What Makes them Different: Eli Blair is a business coach who can help you take your business to the next level. He has years of experience in business and knows how to help you grow your company. Eli is passionate about helping entrepreneurs succeed, and he will work tirelessly to help you reach your goals. Also, he takes the time to get to know his clients and understand their businesses inside and out. That way, he can give them the best advice and support possible.
9. Cameo Roberson – Atlas Park Consulting and Finance
Address: San Francisco, California, United States
About: Cameo Roberson is a business coach who has helped financial advisors and select service-based entrepreneurs to organize themselves, improve operations, and thrive in the industry they love so much. She has been working in the investment industry for over two decades. During this time, she held a variety of roles at both fee-only and based wealth management firms where her experiences led to defining moments that changed how she could better utilize her gifts as an advisor who helps leaders with strategic planning, identifying best growth strategies through analysis or hands-on experience building efficient operations.
Services Offered: Cameo services include Start-Up RIA, Advisor Coaching, and Business Management. Start-Up RIA will allow advisors give the ability to take the business planning journey to new heights with their knowledge and experience. With confidence in what needs attention, you can get started on building out that perfect team of experts who will work hard at making sure everything runs smoothly while giving you peace of mind. Advisor coaching will allow you to get back to the work you enjoy with a sense of clarity and empowerment. It will provide an interactive experience that will allow for deep exploration into your passion, which brings value in life both personally and professionally. The Business Management program will put you to use as you learn how to operate from a position with confidence in your operations. Your team is massively empowered with the knowledge they need and deserve, so that together you may help manage clients’ needs more efficiently than ever before.
What Makes them Different: Financial advisors spend so much time trying to figure out what they should do, when in reality the process is already set before them. That’s why Cameo Roberson programs create systems for a financial advisor that will allow you to leverage clients and processes faster than ever before with strong returns on investment as well as increased profits.
10. Michael Whatmore – Executive Coaching – San Francisco
About: Michael Whatmore is a successful and well-loved man who has lived the American Dream, Canadian style. He started his own business namely Executive Coaching in San Francisco to help others reach their dreams. Michael’s passion and drive led him to the top ranks of many corporations, where he built cohesive teams that were inspired by their work. His expertise in different industries made him an invaluable asset for companies who needed someone with his skillset across all sectors. He is also a business coach who helps corporate leaders rediscover their excitement for the company they lead. He has spent hundreds of hours coaching employees and colleagues, including those at his own firm’s client companies to help them achieve success in being chief executives of modern organizations that are becoming increasingly complex with each passing day. He knows it takes more than just talent or experience, you also need passion if you’re going to be successful. When necessary he brings other experts into this process depending upon the needs of his clients.
Services Offered: One of the services or programs that Michael offers is Executive Coaching. With this Executive Coaching, Michael can help you find your motivation again, develop the skills to overcome any challenge that comes along, and discover what makes you special and leads to your success. Another Michael’s approach is the Executive Assessment which is unique because he uses personality profiles, which are objective ways of assessing someone’s leadership style. This allows him to provide managers and advisors with insights on how they can better utilize their strengths as well as weaknesses to achieve success for both themselves and the team. This also means there isn’t any one better or worst type of person, every individual has something important that adds to successful relationships within an organization. Lastly, his CEO and Business coaching process helps individuals discover their true potential and achieve success. He employs prominent strategies that lead to ongoing breakthroughs in problem-solving, by leveraging all knowledge gained throughout his career thus far including personal experiences from previous clients who have been helped reach new heights with him at your side guiding them every step of the way.
What Makes them Different: Michael has been a successful leader for many years, and his experience gives him the know-how to help you succeed too. He understands that each person is different; there’s no one size fits all when it comes time to manage your career or business. With decades of leadership, paired with training from some very reputable organizations, he can offer valuable insight into how best to approach managing yourself as well as an organization against tough challenges ahead.
Are You a Financial Advisor Looking for a Business Coach You Can Trust?
Since 1994 Susan Danzig has been working with financial services professionals to understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a result, she has guided her clients in welcoming greater income and ongoing success. As your coach, Susan can help you gain perspective and see your business in a fresh context. As a Financial Services Professional, you know the necessity of marketing your own business quickly and strategically, staying focused on your goals, and constantly evolving. Susan will help you keep your high standards throughout the coaching process while maintaining a highly confidential environment. Want to learn how Susan can help you? Reach out to her now or sign up for her monthly newsletter.