Define your horizon
and chart your path with
Gradient
Tactical
Coaching
Growth. Lower staff turnover. More time with your family. Let Gradient's Tactical Coaching team help you build the business that aligns with the life you want. In this booklet, you’ll find four resources to get you one step closer to success — however you define it.
“What’s in it for me?"
Forget one-size-fits-all business platitudes. This booklet, brought to you by the Gradient Tactical Coaching team, is packed with actionable resources you can use today to build the business you want.
Stay
Interview
Use this script to facilitate regular check-ins with employees, and decrease costly staff turnover.
Business Protection Plan
What happens to your business if something happens to you? A business protection plan ensures your hard work lives on, and your clients continue to receive the service they depend on.
3 Buckets of Marketing
Maximize your efforts without wasting money. Use this guide to plan out, down to the last dollar, how you’ll spend your marketing budget.
Found Money Report
A more holistic practice starts with the Found Money Report. Outdo your competition by talking to clients about taxes, Roth conversion strategies, Social Security taxation and more.
Get the Tactical Coaching Booklet Today!
For financial professional use only.