Group Coaching Program for Advisors

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Group Coaching Program for Advisors

Inspired by a conversation on:

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week

Host: Libby Greiwe

Timestamp: 00:21:26 - 00:21:54

Listen to Episode • View Podcast • All Ideas from The Efficient Advisor: Tactical Business Advice for Financial Planners

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Feather Flow

Direct Quote

"I have a group coaching program that we built and is probably my most popular keynote that I do."

Market Gap

Advisors often lack access to tailored coaching and mentorship.

Many financial advisors work in isolation and struggle to find effective coaching that addresses their specific needs and challenges. Current coaching options often lack personalization, making it difficult for advisors to apply general advice to their unique situations. This can lead to stagnation in their business growth and personal development. The absence of a supportive community further exacerbates feelings of loneliness and disconnection in the profession. As the industry evolves, there is a growing demand for specialized coaching programs that foster collaboration and provide targeted guidance to help advisors achieve their goals.

Summary

This business idea focuses on creating a group coaching program specifically designed for financial advisors. The program would offer tailored mentorship, accountability, and community support to help advisors grow their practices while maintaining a healthy work-life balance. By leveraging Libby's experience and successful strategies, the program can provide participants with actionable insights, networking opportunities, and a safe space to share challenges and successes. The target audience would be financial advisors seeking personalized guidance and a sense of community. Specific tactics could include hosting regular virtual meetings, providing resources and worksheets, and facilitating networking events.

Categorization

Business Model
Community
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
< $1,000

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
9/10
Overall
7.8/10
Found on September 9, 2025 • Analyzed on September 9, 2025 10:18 AM

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How should I validate this community idea before building it?

2:34 PM

Great question! For a community idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your medium difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 1-3 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available < $1,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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